Limited Offer - Estate Plan Packages
In response to the COVID-19 pandemic, Bill and I reduced our rates for estate plans, and streamlined the process. As a result, we completed A LOT of plans. We are continuing to offer our estate planning services at a reduced rate. You will have a consultation with an attorney, and about a week later you will see draft documents. After you approve the documents, we meet to sign everything. You will walk out with a binder of your documents. To take advantage of this service, book your appointment today. Each package includes the following:
Telephone (or in-person) consultation with attorney to discuss:
passing of property upon death
nature of assets/property
estate plan (who you want your stuff to go to)
probate avoidance
trusts (if applicable)
guardianship
minor children
powers of attorney
advanced directives
edit/revising your will in the future
calls range in time from 30-90 minutes depending on the client’s need
Last Will and Testament
Financial Power of Attorney (POA)
Health Care Power of Attorney (HCPOA)
Living Will
In-person signing of documents at our office, your home, or other suitable location.
Everyone in our office is fully vaccinated.
If you want more information about estate plans, consider looking at our blog. In fact, here is a post about the most common Estate Planning Apprehensions our clients have. Book your appointment today.
Our promotional pricing for 2023 is as follows:
Married Couples - Normally $650 - Now - $500
Single Persons - Normally $500 - Now- $400
Childcare Workers, & Teachers - Now $300 (+$100 for spouse)
Title and deed work is extra. This includes transfer on death affidavits (deeds). A typical fee is around $125 (includes deed prep and recording fees charged by the County Recorder’s Office).
Our firm is located in Westerville, Ohio.