Complete Estate Plan

A Complete Estate Plan is a legally binding contract that allows your assets managed and distributed according to your wishes, protecting your loved ones and securing your legacy. Estate planning provides clarity, minimizes legal complications, and helps avoid probate delays, unnecessary taxes, and family disputes. It also allows you to designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated.

Without a proper estate plan, state laws will determine how your assets are distributed, which may not align with your wishes. Probate, a lengthy and expensive court process, can delay asset distribution and place an unnecessary financial and emotional burden on your family. By creating a comprehensive estate plan, you allow your loved ones to be protected, your assets managed efficiently, and your healthcare and financial decisions remain in the hands of people you trust.

Retainer Fee: $3,500.00 for individual, $4,500.00 for couples
(Includes $3,400.00 cost for individual and $4,400.00 cost for couples for document preparation and $100.00 toward recording fees)

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Key Components of an Estate Plan

  • Wills – Legal document for asset distribution
  • Trusts – Protecting and managing assets
  • Power of Attorney – Assigning financial decision-making
  • Healthcare Directives – Medical decisions in case of incapacity
  • Beneficiary Designations – Directing assets go to the right people

Estate Taxes & Financial Planning

  • Federal and State Estate Taxes – Understanding thresholds and exemptions
  • Gift Tax Exemptions – How to minimize taxable gifts
  • Trusts for Tax Planning – Irrevocable trusts as a tax reduction tool
  • Charitable Contributions – Reducing estate taxes by donating assets

Key Documents

  • Financial Power of Attorney – Manages assets and finances
  • Healthcare Power of Attorney – Appoints someone for medical decisions
  • Living Will – Specifies healthcare preferences

Steps to Creating an Estate Plan

  • Take inventory of assets – Real estate, investments, business holdings
  • Choose beneficiaries – Who inherits your assets?
  • Draft essential documents – Wills, trusts, power of attorney
  • Assign fiduciaries – Executors, trustees, and guardians
  • Review and update regularly – Keep documents current

Common Mistakes in Estate Planning

  • Not having a will or trust
  • Failing to update beneficiaries
  • Ignoring tax implications
  • Not communicating plans with family
  • Forgetting digital assets and accounts

Services Offered by RELAWDOC

  • Flat fee pricing for peace of mind with a clear, upfront cost
  • Easy online ordering
  • Simple information collection process
  • Consultation to verify information and terms
  • Drafting of the Affidavit of Death in compliance with legal requirements
  • Review by an attorney
  • Coordination of document execution and recording as requested (for additional fees)