Wills, Trusts & Estate Planning


Estate PlanningMost adults can benefit from an estate plan, and we offer packages to meet the needs and budget of a wide range of individuals and couples. While many people do not consider estate planning until their retirement years, estate planning is also important for individuals and couples who have or or planning to have children. Estate planning covers more than just a Will or Trust: we provide power of attorney documents so that you can choose trusted individuals to handle your finances or medical decisions in the event you can not do so yourself.

Our estate planning packages include:

Powers of Attorney
Every adult can benefit from a Medical and Financial power of attorney. Without a power of attorney, even spouses will find it difficult to do simple things such as: reviewing medical records of a disabled spouse; selling jointly titled property; filing tax returns; receiving insurance benefits on behalf of a disabled spouse, etc.

We provide a comprehensive package, including registration of your Medical power of attorney with our document retention provider, DocuBank. In addition, powers of attorney are included in all of our estate planning packages.

Includes:

Please contact us to schedule your Estate Planning initial consultation.		 Individual: $250.00
Husband & Wife (*) $400.00

Basic Estate Package
For estates with less than $1,000,000 in assets.

Includes:
  • Estate Planning counseling session
  • Basic Last Will and Testament
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney

Please contact us to schedule your Estate Planning initial consultation.		 Individual: $600.00
Husband & Wife (*) $900.00

Deluxe Estate Package
For estates with more than than $1,000,000 in assets.

Includes:
  • Estate & Tax Planning counseling session
  • Deluxe Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney
  • One year of DocuBank document retrieval and storage system.

Please contact us to schedule your Estate Planning initial consultation.		 Individual: $1,200.00
Husband & Wife (*) $1,800.00

Life Insurance Trust

Creating a Life Insurance Trust ensures that your life insurance proceeds are paid to your beneficiaries tax-free and without increasing the size of your taxable estate, giving you the best value for your insurance dollar while providing for your your loved ones.

 

Please contact us to schedule your Estate Planning initial consultation.

Individual:
with Estate Package: $600.00
Individual:
without Estate Package: $900.00

Husband & Wife (*):
with Estate Package: $900.00
Husband & Wife (*):
without Estate Package: $1,200.00

Asset Protection Trust

For clients in their retirement years, protecting your assets from creditors and from nursing home expenses can be a major concern. Our comprehensive Asset Protection Trust protects against creditors and Medicaid spend-down and allows you to use your assets to enhance your standard of care.

Our Asset Protection Trust package includes all of the items in the Deluxe Estate Package and the creation of the Asset Protection Trust for an individual or Husband & Wife (*).

Please contact us to schedule your Estate Planning initial consultation.

Individual: $4,000.00
Husband & Wife (*): 
$6,500.00

All Other Estate Planning Matters
  $230.00/hour

Please contact us to schedule your initial consultation: Contact Arlington Law Group
(*) Husband and Wife rates apply if both spouses have not been married prior and have no children from before the marriage because the estate plans can be coordinated. Otherwise, individual rates apply for each spouse as each spouse will need an independent estate plan.