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Wills & Estates

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Wills


Simple Will Package

  • Individual - $695.00
  • Couple - $895.00
  • Rush Fee - $195.00

Includes:

  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care
  • Affidavit of Execution
  • One signing meeting with lawyer

Standard Will Package

  • Individual - $895.00
  • Couple - $1195.00
  • Rush Fee - $295.00

Includes:

  • Last Will and Testament
  • Power of Attorney for Property
  • Power of Attorney for Personal Care
  • Affidavit of Execution
  • Mutual Wills if desired
  • Basic Testamentary Trusts
  • Two separate meetings with lawyer

Complex Will

  • Recommended for estates greater than $2 million
  • Blended families and clients who are US citizens
  • $495.00/hr
  • Rush Service - $550.00/hr
  • Corporate or Secondary Wills - additional - $795.00

Estate Administration


Obtaining Authority to Act

  • Will & Affidavit location
  • Estate Administration Form
  • Probate tax calculation
  • Obtaining Renunciations
  • Certificate of Appointment

Asset & Liability Management

  • Asset and Liability Evaluations
  • Setting up bank accounts
  • Executer insurance assessment
  • Asset & Liability Management
  • Income and Expense Reporting
  • Beneficiary location
  • Beneficiary correspondence
  • Draft, send & collect releases

Closing the Estate

  • Initial distribution
  • Managing holdback obligations
  • Final distribution to beneficiaries
  • Final Reporting letters


To get started contact:

Wills & Estates

estates@andreaparliament.com

(289) 337-8212

(289) 337-8253