Estate Planning Services
- Peace of Mind Package: Basic estate plan designed for individuals who need essential estate planning documents to protect their assets and ensure their wishes are honored, offering peace of mind at an affordable price.
- Price: $1,200
- What’s Included:
- Last Will & Testament
- Durable Power of Attorney.
- Advanced Directives.
- Living Will Directive.
- Declaration of Preneed Guardian.
- Initial Virtual Consultation + In-person Signing
- Family Protection Plan: Enhanced estate plan for those who want to go beyond the basics with an extra layer of protection. This package includes key documents that can help avoid probate, manage assets in a trust, and ensure your children’s well-being.
- Price: $3,400
- What’s Included:
- Everything in the Peace of Mind Package.
- Revocable living trust.
- Guardianship Designation (for minor children).
- Beneficiary Designations Review.
- Summary memo.
- Initial Virtual Consultation + 1 Follow-up Meeting + In-person Signing.
- Ultimate Protection & Peace of Mind Plan: Comprehensive estate plan tailored for high-net-worth individuals or those with complex needs, this package provides extensive planning and protection, ensuring that assets are protected, taxes minimized, and wishes carried out effectively.
- Price: $4,300-$6,000
- What’s Included:
- Everything in the Family Protection Plan.
- Charitable Giving Strategy.
- Trust Funding Assistance (guidance on transferring assets into trust).
- Advanced Tax Planning (for minimizing estate taxes).
- Business Succession Planning (if applicable).
- Initial Virtual Consultation + 1 Follow-up Meeting + In-person Signing + 60-day Priority Support.
- 4. College Protection Plan: Perfect for parents sending their children to college. This package ensures that young adults have the legal protections needed while away from home, covering financial and medical matters, as well as emergency situations.
- Price: $300
- What’s Included:
- Advanced Directives (for college-aged child).
- Durable Power of Attorney (for financial and medical decisions).
- HIPAA Release Form (to grant access to medical information).
- Emergency Contact Forms.
- College Budget Tool.
- 30 min Virtual Consultation.
Probate Services
- Essential Probate Package
- Price: Statutory Fee Only (calculated based on estate value)
- What’s Included:
- Full Probate Administration: All filings and required documents handled according to Florida law.
- Court Filings: Petition for Probate, Letters of Administration, and Inventory submission.
- Notice to Creditors: We manage all creditor notifications required by law
- Executor Support: Guidance for the Executor or Personal Representative throughout the process.
- Estate Closing: Final distribution of estate assets once all debts, expenses, and taxes are paid.
- Debt & Creditor Management: Proactive management of creditor claims.
- Executor Coordination: Additional support for Executors dealing with family members or handling estate complexities.
- Real Estate & Asset Management: Help with handling real estate transactions and other complex assets.
- Estate Settlement & Final Distribution: We ensure all beneficiaries are properly notified and all distributions are made pursuant to the terms of the will.
- Advanced Estate Tax Strategy: We work with your tax professionals to minimize estate taxes.
- Direct support whenever questions arise, ensuring peace of mind during the entire process.
- Statutory Fee:
- 3% of the first $100,000
- 2.5% of the next $100,000
- 2% of the next $800,000
- 1.5% of the next $9 million
- 1% of the next $15 million
- 0.5% of estates over $25 million
Why Choose This Package:
- Our Essential Probate Package provides everything needed for a straightforward and legally compliant probate process. We handle the necessary filings, court procedures, and estate administration to ensure assets are distributed according to Florida law. With transparent pricing, you only play the statutory fee, which is based on the estate’s value—no hidden costs, no surprises.
Trust Administration Services
- The Essential Trust Administration Package
- Price: $350/hour
- Successor Trustees: Act as successor trustee to manage and administer the trust if the original trustee is unable or unwilling to serve. In this role, we ensure that the trust is managed according to its terms.
- Notice to Beneficiaries: Informing beneficiaries of important trust actions to ensure beneficiaries are aware of their rights and status of the trust.
- Trust Summary: Provide overview of trust provisions.
- Receipt, Release, and Refunding Agreement (if applicable): Ensures that trustee is not held responsible for any future claims once distributions are made and confirmed by the beneficiary.
Why Choose This Package:
- Our Essential Trust Administration Package covers everything needed for a smooth and legally compliant trust administration process. We handle the details, ensuring the trust is administered efficiently while minimizing disputes and delays. Services are billed at an hourly rate, providing transparent, cost-effective legal assistance tailored to the trust’s specific needs.
Add-on Services (Optional)
- Litigation Support: $350/hour
- Real Estate Management: $2,500 per property initial fee 10% of rents thereafter
- Business Succession Planning: $2,000
- Estate tax return $350/hour
10% Discount on Services for Veterans & First Responders