Losing one or both of your parents can be an incredibly difficult time of life. Once your parents pass away, you have thousands of memories that cause feelings of happiness and sorrow. The most agonizing truth that sometimes gives rise to feelings of regret is that there will be no going back in time. Regret […]
Additional Fees May Be Quoted at the Time of Service For:
- Complex/Custom Provisions
- Testamentary Trust Provisions
- Irrevocable Trust Planning
- Consent for Health Care for a Minor
- HIPAA Release
- Travel Time for Attorney if Travel Required
- Travel Time for Witnesses if Provided
- Recording of Additional Documents
- Additional Deeds to Trust
- Assistance with Changing Beneficiaries
- Get a one week turnaround from the receipt of all information needed to complete your plan. Complex plans may take more time.
- We also provide same day or next day turnaround if circumstances demand it, such as international business trips or dire prognosis from a medical problem.
Our office make every effort to individually price each estate plan, but the pricing table above acts as a standard for us in quoting fees. Some variation may occur where unusual estate planning needs have to be addressed or the client’s wishes are more complex or less complex that what is typical. At the time of consultation, you will be provided with an exact quote for services and an explanation of how we arrived at that price.
How the Estate Planning Works
At Hopler, Wilms, & Hanna, we have found most people have certain estate planning needs. For that reason, our Sanford and Durham Estate Planning Attorneys will often compile our client’s necessary documents and offer a flat fee for a package of estate planning documents. These packages are meant to address the needs of the majority but leave a lot of room for accommodating varied family situations. We offer transparent and reasonable pricing for our services, as shown above on this page. Once we assess your needs, we’ll direct you to the solution that best fits your situation. Our attorneys regularly practice in this area of law and are skilled at advising clients on what they may need.
There is a typical package of documents that we include for nearly every client. This package of documents includes all the fundamentals to help people with essential estate planning needs, and includes a North Carolina Will, Power of Attorney, Health Care Power of Attorney, and Living Will. Peoples’ needs vary, so you are free to pick and choose from this package as you wish, but we will review all your options with you so you can make an informed decision about your needs. Once you have made a selection, we will draft all the necessary documents and have you come into our office to execute. You may also need additional documents, such as deeds, trusts, or other custom estate planning tools. Those fees are quoted at the time of consultation and are based on the expertise involved and the time we expect to spend on the matter.
The Typical Estate Planning Documents We Draft Include:
- Last Will and Testament
- Durable General Power of Attorney
- Health Care Power of Attorney
- Advanced Directive for a Natural Death (“Living Will”)
Individualized Estate Planning
While we do package estate planning documents for a lot of our clients and charge one reasonable flat fee for the drafting of all the documents at one time, our attorneys understand that people have unique situations that do not neatly fit into our packages and require more specific plans. For example, we regularly draft NC Revocable Living Trusts for our clients after full discussion of the benefits and detriments of such an addition to the estate planning package, as well as testamentary trusts to our Wills to handle children getting assets from a Will. We can help with individualized North Carolina estate plans, including Irrevocable Life Insurance Trusts, Special Needs Trusts, and other documents that assist with individualized needs for our North Carolina clients.
Traveling; Non-Ambulatory Clients
For clients who are not ambulatory or have difficulty traveling, please communicate the situation when you contact our office and we will make arrangements to consult in your home. We regularly visit clients and provide consultation over the kitchen table, at a nursing home, or in a hospital on occasion.
Contact us for help with your Will and Estate Plan
At Hopler, Wilms, & Hanna, you can select any or all of the documents in a North Carolina estate planning package or receive individualized planning. If you’d like to inquire about an estate planning package or another document, contact us today.