What is Estate Planning in the USA?
Estate Planning (“EP”) is a way to transcend, protect and help your loved ones even if you’re not physically there anymore. EP is family harmony... it’s saving money... preventing the wrong people from gaining access to your assets and using them in a way you wouldn’t have done during your life. EP is taking care of your loved ones...it is a way of saying “thanks” and giving back to the people that came before you. EP is to respect yourself, your effort and the sacrifices you made. EP is planning for the inevitable to spare the others’ suffering. EP is doing good, and a way of passing on your values... Estate planning is part of your legacy.
Basic Estate Planning in the USA comprises planning in case of death and/or disability through the drafting of a Will and/or Trust, Power of Attorney and Advance Health Care Directives.
Our Estate Planning Process
Meeting (45 min) to discuss your objectives and define strategy. Consultation fee $250.
Drafting your Estate Planning Documents.
Meeting to review your documents (45 min).
In-person meeting for document signature (30 min)
What is the cost of your Estate Plan?
"Planning means saving money and avoiding future conflicts"
Consultation with the lawyer: $250.
The lawyer will analyze your case in depth, based on the questionnaire that we will send you beforehand. Your goals will be discussed in detail, and a thorough analysis will be conducted regarding the ownership of your assets, objectives, and personal and family situations, with the purpose of creating a specific strategy to protect both your assets and your loved ones.
Review of your Estate Planning Documents. $350/hour.
Legacy Simple Individual $2000
Includes Basic Plan for an individual. Will (without Trust), Financial Power of Attorney, and Medical Directives.
Includes a 30-minute meeting for review/explanation of your documents with the lawyer, and the final meeting (30 to 45 minutes) for the signing of your documents.
Legacy Simple for Two (Couple) $3000
Includes Basic Plan for each individual Will (without Trust), Financial Power of Attorney, and Medical Directives.
Includes a 1-hour meeting for review/explanation of your documents with the lawyer, and the final meeting (30 to 45 minutes) for the signing of your documents.
Legacy with Testamentary Trust for Individual $3000
Testamentary Trust for minors, non-U.S. citizens, beneficiaries with special needs, etc. Includes Medical Directives and Financial Power of Attorney.
Includes a 45-minute meeting for review/explanation of your documents with the lawyer, and the final meeting (30 to 45 minutes) for the signing of your documents.
Legacy with Testamentary Trust for Two (Couple) $4000
Testamentary Trust for a couple with minor children, non-U.S. citizens, beneficiaries with special needs, etc. Includes Medical Directives and Financial Power of Attorney.
Includes a 1-hour meeting for review/explanation of your documents with the lawyer, and the final meeting (30 to 45 minutes) for the signing of your documents.
Legacy based on Revocable Trust for Individual: $4000
Includes "Pour-over" Will, Trust, Financial Power of Attorney, and Medical Directives.
Note: Includes a 1-hour meeting for review/explanation of your documents with the lawyer, and the final meeting (30 to 45 minutes) for the signing of your documents.
*If assets are being transferred to a Trust, there's a fee of $500 for each legal transfer document.
Legacy based on Revocable Trust for Couple: $5,500
Includes "Pour-over" Wills, Trusts, Financial Powers of Attorney, and Medical Directives for 2.
Note: Includes a 1.30-hour meeting for review/explanation of your documents with the lawyer, and the final meeting (30 minutes) for the signing of your documents.
*If assets are being transferred to a Trust, there's a fee of $500 for each legal transfer document.
Children Protection Plan
For minors (18 years old):
Emergency Guardian Designation $300 per minor.
For adults (18 years of age) and university students:
Financial Power of Attorney and Medical Directives. $600 per person.
For minors (18 years old):
Emergency Guardian Designation $300 per minor.
For adults (18 years of age) and university students:
Financial Power of Attorney and Medical Directives. $600 per person.
Estate Plan for your Business (Starting at $5000)
After a consultation with you, we will work together with other professionals to assist your business and provide a perfectly designed business succession plan.
Extra Meeting $350/HR
Extra meeting will be charged at my regular hourly rate.
