Estate Planning Packages

Basic Estate Planning Package

  • The “Basic Estate Planning” package memorializes your instructions with a “Legacy Action Plan” and protects your basic long term needs so that any individual(s) you designate to take action if/when you become critically ill or disabled and need assistance managing your finances (Personalized Advanced Health Care Power of Attorney and General Durable Power of Attorney).
  • Also includes your specific directions as to how your estate will be handled when you pass away with a personalized Last Will and Testament
  • Expert legal counsel as to critical drafting requirements in the State of Tennessee, so that Tennessee’s strict formality requirements are satisfied, and your Will is valid and enforceable.
  • Also includes personalized legal counsel as to asset planning which can avoid probate and save your heirs time and money in probate.
  • Services also include quarterly “Tennessee Elder Law” updates including awareness/education about important issues facing the aging population and changes in the law that may affect you and your estate plan.
  • DOES NOT INCLUDE COURT FILING FEES

Protective Estate Planning

  • Includes everything in the “Basic Estate Planning” package including the “Legacy Action Plan” and goes even further by offering strategies to protect retirement moneys and other assets, in the potential case of divorce, bankruptcy or other financial troubles more complex in nature.
  • The “Protective Estate Planning” package is particularly good for blending families, i.e. second/third marriages with children from different marriages or heirs with circumstances that may indicate that they need additional support with management of any future inheritance.
  • Expert legal advocacy to avoid pitfalls when seeking to protect bequests to a second spouse or children from a prior marriage.
  • Also includes personalized legal counsel to analyze your personal assets and determine the best protections in advance of potential future long-term health care needs that may require asset spend-down or future Medicaid eligibility.
  • Contingent/Testamentary Trust provisions for minor children or individuals with special needs circumstances. Avoid estate planning pitfalls that may otherwise make your disabled loved ones’ suddenly ineligible for continued government assistance.
  • DOES NOT INCLUDE COURT FILING FEES

Premium Estate Planning Package

The Premium Estate Planning package is for the client seeking a comprehensive estate plan including Trust provisions.  This plan is founded both on wealth protection efforts to avoid probate and strategies to plan appropriately for the cost of long-term health care needs or crisis planning for you and/or the special needs of your loved ones.

  • Last Will and Testament with Trust Provisions
  • Trust drafting – i.e. special needs trust, Miller Trust/QIT, supplemental needs trust, third party trust, spendthrift trust, etc.
  • Long term and crisis health care planning
  • Medicaid and TennCare eligibility/planning issues
  • Drafting personalized Power of Attorneys to address long term care or special needs
  • DOES NOT INCLUDE COURT FILING FEES
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