Through carefully crafted estate planning, the Law Office of Paul Miller LLC helps and advises, folks plan for their futures, take care of their loved ones, and leave a legacy.
I have developed a program to get even the biggest procrastinators started on their estate plans in 5 minutes. I’ve created a booklet to guide to help your through my process. You can download it here.
My Estate Planing Process
To begin I gather information about you, your family and your assets. To help me I ask you fill out my estate planning organizer using my booklet as a guide. During this time we’ll schedule a consultation to discuss the best your estate planning goals and the best way to use to accomplish this goals.
After I have enough information to get started, I’ll begin working on your first drafts. The turn around time for first drafts is usually about 3 weeks. After you receive your first drafts, you’ll schedule a follow up meeting to review, revise, and edit your first drafts. I’ll then send you you’re corrected documents. If they meet with your approval we will schedule a time to have them witnessed and notarized. If they do not meet with your approval I will keep, making, changes and edits until you are completely satisfied; at no additional cost to you.
Estate Planning Packages
Nearly everyone chooses an estate plan package rather than an hourly rate or a la carte pricing. In almost all circumstances it provides a more cost-effective solution. Each package is tailored to the needs and wishes of the client, however most include the following documents:
- Financial Power of Attorney
- Medical Power of Attorney
- Living Will
- A Will (whether a non-trust, testamentary trust, or pour-over)
- Guardianship Documents (if needed)
- A Trust (if necessary)
- Burial Instructions
- Letter of Last Instructions
- Beneficiary Deed (if necessary)
Estate Planning Fees
My fees for an estate planning packages are usually between $750 and $3000. Depending on your family, size, income, as well as the type of assets in your estate. Click here to learn how I determine my fees.Follow me on social media: