Estate Planning
Give the Gift of a Hassle-Free Inheritance
Our Estate Planning Services Protect You From Problems
Estate planning is an essential process that ensures your assets are distributed according to your wishes and that your loved ones are protected from potential legal complications. Legal Doc Expert provides a range of estate planning services designed to meet various needs, from simple wills to comprehensive living trusts.
By establishing a living trust, you can avoid the lengthy and often costly probate process, ensuring that your assets are transferred smoothly and efficiently to your beneficiaries. This can also help in minimizing estate taxes, preserving more of your wealth for your heirs.
In addition to living trusts, healthcare directives are another crucial component of estate planning. These documents allow you to specify your medical preferences in the event that you are unable to make decisions for yourself. This not only ensures that your healthcare wishes are respected but also relieves your family from the burden of making difficult decisions during stressful times.
Power of attorney documents are another vital part of estate planning. They grant a trusted individual the authority to manage your financial or medical affairs if you become incapacitated. This ensures that your affairs are handled according to your preferences, even when you are not in a position to make decisions yourself.
For those with more complex estates, Legal Doc Expert offers tailored solutions that can address specific concerns, such as business succession planning or managing multiple properties. These customized plans are designed to provide comprehensive protection and peace of mind, knowing that all aspects of your estate are covered.
In summary, whether you are just starting with a basic will or need a more elaborate estate plan, Legal Doc Expert’s services provide the legal expertise and tools necessary to secure your family’s future and ensure your wishes are honored.
Basic Will & Trust Package
Includes Living Trust, Pour-Over Will, Certificate of Trust, General Property Assignment, Healthcare Power of Attorney (Medical Directive), Financial Power of Attorney, and FREE Notary!
Starting at $1000
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Legacy Trust Estate Package
Starting at $3000
Our most popular package! Includes one detailed Living Trust, 2 Asset Protection Trusts, Pour-Over Will, Detailed Property Assignments, Certificate of Trust, Certificates of Beneficial Interest, Healthcare Power of Attorney (Medical Directive), and Financial Power of Attorney, with FREE Notary.
Video Will & Testament Package
Starting at $1500
Our 2nd most popular package! Includes a professionally edited Video Will, detailed Living Trust, Pour-Over Will, General Property Assignment, Certificate of Trust, Healthcare Power of Attorney (Advance Medical Directive), and Financial Durable Power of Attorney, with FREE Notary.
Basic Will & Trust Package
Includes Living Trust, Pour-Over Will, Certificate of Trust, General Property Assignment, Healthcare Power of Attorney (Medical Directive), Financial Power of Attorney, and FREE Notary!
Starting at $1000
Will & Power of Attorney Package
Includes Last Will and Testament, Power of Attorney, and FREE Notary!
Starting at $850
Living Trust & Power of Attorney Package
Includes Living Trust, General Property Assignment, Certificate of Trust, Certificates of Beneficial Interest, Power of Attorney, and FREE Notary!
Starting at $850
Living Trust - Detailed
Includes Living Trust, General Property Assignment, Certificate of Trust, Certificates of Beneficial Interest, and FREE Notary!
Starting at $750
Financial & Health POA Package
Includes Healthcare Power of Attorney (Medical Directive), Financial Power of Attorney, and FREE Notary!
Starting at $250
Key Benefits
Help your loved ones avoid stress, court fees, and delays with probate when you die.
Choose who will care for your children and who gets to keep your property.
Inform others of your healthcare choices, medications, and who can make decisions for you.
Inform others of your financial choices and who can handle your financial affairs if you are incapacitated.
FAQ
Common Questions About Estate Planning
Your estate documents are delivered to you as a professional service, printed on special, durable paper for long life.
Here’s what is included in your Legacy Trust Estate Package:
- 1 Detailed Living Trust
- 2 Asset Protection Trusts
- Pour-Over Will
- Detailed Property Assignment
- Certificate of Trust
- Certificate of Beneficial Interest for Each Beneficiary
- Healthcare Power of Attorney (Advance Medical Directive)
- Financial Power of Attorney
Estate planning involves creating a plan for managing and distributing your assets after you pass away. It’s important because it ensures that your wishes are honored, helps avoid legal complications, and can minimize estate taxes. Proper estate planning also ensures that your loved ones are taken care of according to your preferences.
What strategies can I use to reduce the estate taxes my beneficiaries might have to pay? A: To minimize estate taxes, you can use strategies like gifting assets during your lifetime, setting up trusts, and taking advantage of the estate tax exemption. Consulting with an estate planning attorney or financial advisor can help you design a plan that maximizes tax efficiency based on your specific situation.
What key documents should I include in my estate plan? A: Essential documents typically include a will, a living trust, a durable power of attorney, a healthcare power of attorney, and a living will. These documents ensure that your assets are distributed according to your wishes and that someone can make financial and healthcare decisions on your behalf if you become incapacitated.
Yes, we can prepare a special needs trust that will allow you to leave money or property to your loved one without jeopardizing their disability benefits or supplemental income.
What are the consequences of not having a will when I pass away? A: If you die without a will, your assets will be distributed according to state intestacy laws, which may not align with your wishes. This process can be lengthy, and your estate may go through probate, leading to potential disputes among heirs and higher legal costs. Having a will ensures that your assets are distributed according to your wishes, avoiding unnecessary complications.
No. A will or trust does not need to be recorded with the County Recorder’s Office. Either document is valid the moment it is signed, witnessed, and notarized.
How does a will differ from a living trust? A: A will is a legal document that outlines how your assets should be distributed after your death. A living trust, on the other hand, allows you to transfer your assets into a trust while you’re alive, with instructions for how they should be managed and distributed after your death. Trusts can help avoid probate, making the process quicker and potentially reducing legal fees.
