Prices:
Estate Planning Package (Single) Simple – Will ($1999) Complex – Trust ($2999)
What is included:
Present:
Estate Planning Education
Planning & organizing the Estate – goals, assets, people to name/appoint and methods to use to achieve specific goals
Comprehensive Estate Planning Documents for the individual which includes a Will, Trust (Revocable, Irrevocable), Healthcare Power of Attorney, Financial Power of Attorney, Living Will and Healthcare Directive
Future:
Advice for Life regarding your estate plan
Advice on Estate Administration to grantors beneficiaries and fiduciaries
Advice on Trust Administration to grantors, beneficiaries and trustees
20% Discount on major Plan Updates (upgrade from simple to complex, disability, or special needs planning)
Minor edits to Your Estate Plan (changes to beneficiaries, fiduciaries, assets)
Other:
Copy of your Estate Planning documents and notes stored at the Amenta Law Firm Office
Network of Professionals to assist with current or future estate planning issues
Black leather binder/folder to store all Estate Planning documents and important papers
Pen, mug, yearly calendar
Quarterly Newsletter
We Offer local in home, phone, zoom/facetime appointments for clients who cannot/do not want to travel to the office
We Offer flexible payment plans for all estate planning clients – ex.1 year payment plans ($2999 ÷ 12 = $250 a month)
Estate Planning Package (Couple) Simple – Will ($2999) Complex – Trust ($3999)
We offer 10% Discounts on all estate plans for Veterans and first responders
We Donate to the following different causes:
Child cancer (St. Jude)
Cancer
Alzheimer’s
Autism
Heart disease
Military/first responders (tunnel to towers)