You may wish to print this page for future reference
and estate planning discounts (see below)
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Documents included as part of
a TOD PLAN (Nonprobate Transfers Plan):
- Last Will & Testament (as a safety net to avoid intestate probate).
- Beneficiary Deed (to avoid probate for your Missouri real estate).
- Durable Power of Attorney For Financial Decisions (to avoid conservatorship).
- Durable Power of Attorney for Health Care Decisions (to avoid guardianship).
- Advanced Health Care Directive (to avoid death-prolonging procedures).
- Instructions On Retitling Your Assets (detailed instructions for retitling assets to avoid probate).
Your investment for the drafting and implementation of a TOD PLAN by our office is currently $575.00 per person, which also includes an initial conference to review your estate planning objectives and a follow-up conference to review and formally sign your documentation. The main benefits of such plan include ease of implementation and low cost. Discounts are provided to many clients based upon need and upon request.
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Print this page and submit at your initial conference for a $25.00 discount on the TOD Plan !
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Documents included as part of
a TRUST PLAN (Revocable Living Trust Plan):
- Revocable Living Trust (to avoid probate and to avoid potential estate tax).
- Pour-Over Last Will & Testament (to pour-over any probate assets into trust).
- Durable Power of Attorney For Financial Decisions (to avoid conservatorship).
- Durable Power of Attorney for Health Care Decisions (to avoid guardianship).
- Advanced Health Care Directive (to avoid death-prolonging procedures).
- General Warranty Deed (to transfer your real estate into trust).
- Instructions On Retitling Your Assets (detailed instructions for retitling assets into trust).
Your investment for the drafting and implementation of a TRUST PLAN by our office is currently $1,200.00 per person, which also includes an initial conference to review your estate planning objectives and a follow-up conference to review and formally sign your documentation. The main benefits of such plan include security of assets and reasonable cost. Discounts are provided to many clients based upon need and upon request.
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Print this page and submit at your initial conference for a $50.00 discount on the Trust Plan !