"Never Leave Your Home" Estate Planning

I bring the Estate Documents to you to sign

 

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STANDARD DOCUMENTS AND SERVICES:

 

The following Estate Plans include:

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• Estate Planning Questionnaire completed by you and reviewed by me (Download from my website at https://www.clintlaw.com.

• One (1) Initial Meeting, preferably via Zoom, to discuss your estate planning goals.

• Retainer Fee 50% of total legal fees must be paid before legal work will begin.

• Preparing all the Estate Planning Documents described in detail below.

• Final meeting with you in your home to execute your estate planning documents, (days, evenings and weekends) where you will invite two (2) witnesses who must be over 18 years of age and not a beneficiary under the estate planning documentation.

• Funding Property For Revocable Trust: Deed to transfer real estate to trust (additional fees for more than one deed and any addition cost for recording a deed for property outside of Illinois).

• Funding Remaining Assets For Revocable Trust: Client will be responsible for "funding" all remaining titled assets, including but not limited to bank, brokerage and market accounts, stocks, bonds and mutual funds and regarding beneficiaries with respect to insurance, retirement plans and annuities.

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Estate Plans Offered: 

 

Revocable Living Trust Package for Married Couple (1 Trust):  

• One (1) Single Revocable Living Trust shared by spouses without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Trust Certificate

• One (1) Assignment of Personal Property to Trust

• Two (2) Pour Over Wills

• Two (2) Durable Powers of Attorney for Property

• Two (2) Durable Powers of Attorney for Health Care

• Two (2) Living Wills

• Two (2) HIPAA Release Forms

• Two (2) Disposition of Remains

• One (1) Deed into Trust (Illinois property only).

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Revocable Living Trust Package for Single Person (1 Trust):  

• One (1) Single Revocable Living Trust for one individual without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Trust Certificate

• One (1) Pour Over Will

• One (1) Durable Power of Attorney for Property

• One (1) Durable Power of Attorney for Health Care

• One (1) Living Will

• One (1) HIPAA Release Form

• One (1) Disposition of Remains

• One (1) Deed into Trust (Illinois property only).

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Simple Will Package for Married Couple:   

• Two (2) Last Will and Testament (non-complex) for each Spouse without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• Two (2) Durable Powers of Attorney for Property

• Two (2) Durable Powers of Attorney for Health Care

• Two (2) Living Wills

• Two (2) HIPAA Release Forms

• Two (2) Disposition of Remains.

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Simple Will Package for Single Person:

• One (1) Last Will and Testament (non-complex) without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Durable Power of Attorney for Property

• One (1) Durable Power of Attorney for Health Care

• One (1) Living Will

• One (1) HIPAA Release Forms

• One (1) Disposition of Remains.

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