Predictable, stress-free estate planning is our mission.
While we customize each of our estate plans to meet your unique situation and goals, there are certain core documents that you can expect from every Adaptive Law estate plan—in addition to our estate planning guarantees. Here’s a quick overview.
Whether you choose a will-centered estate plan or a living trust-centered estate plan, your plan will include the following documents:
- General Power of Attorney—so someone can handle your financial affairs if you are no longer able, without court involvement;
- Health Care Power of Attorney—so someone besides your doctor can make health care decisions for you if you can’t;
- (Optional) Living Will—letting your loved ones know it’s okay to turn off the machines if you are in a terminal condition and being kept alive artificially;
- HIPAA Release—giving your health care providers permission to share certain medical information with your family members and agents;
- Last Will & Testament—either as the centerpiece of your plan, or to “pour-over” assets into your living trust;
- Personal Property Memorandum—directing who gets your bikes and kayaks, your grandmother’s wedding ring, or other personal items;
- Child’s Care Plan (if you have Minor Children)—a comprehensive children protection package that includes:
- Legal Guardian Nominations
- Temporary Guardian Nominations
- Confidential Exclusion of Guardians (if needed)
- Medical Power of Attorney
- Instructions to Your Guardians
- Instructions to Your Caregivers; and
- Real Property Documents (if appropriate), including one Beneficiary (or Transfer on Death) Deed—to automatically transfer your property to your beneficiaries or your living trust at death—or a Quit Claim Deed—to transfer your property to your living trust while you’re alive.
If you choose a living trust-centered plan, your plan will also include:
- Revocable Living Trust—with subtrusts designed to protect your assets and make sure they go where you want them to go;
- Certification of Trust—outlining the key terms of the trust, so you don’t have to give third parties your entire trust document;
- Assignment of Personal Property—transferring all your personal property into your trust; and
- Trust Funding Instructions—detailed instructions for transferring assets to your living trust).
Optional Add-Ons Include:
- Plan Funding and Settlement—save money by doing this yourself, or let us take it off your hands;
- Long-Term Care Strategy Development—to understand your Medicaid and/or Veterans’ Affair Pension benefits;
- Stand-Alone Trusts—including irrevocable living trusts, special needs trusts, or charitable remainder trusts.
We offer upfront, fixed-fee pricing on all our estate plans. And because we want you to be happy, we back all of our plans with a money back guarantee and a 60-day review period.
Our price for a standard, comprehensive estate plan, is generally $1,000 to $2,500 for individuals, and $2,000 to $4,000 for couples.