Estate Planning

Careful planning protects your family

Almost every adult needs some form of estate planning. A thoughtfully planned estate can reduce stress on your loved ones, save money and ensure your final wishes are carried out according to plan. Wills, Trusts, power of attorney, healthcare directives and a variety of other documents all serve to ensure there is a clear road map for your family and estate after you pass.

Schedule a Consultation Today

Our approach to Estate planning

Although everyone could benefit from some form of estate planning, those needs can vary greatly based on age, family and wealth. We lead our clients through a thought provoking dialogue to ensure all appropriate considerations have been made and a plan created that will ensure your intentions happen according to plan. We plan with our clients holistically, so that we can ensure a smooth process for their loved ones.

Plans and pricing

Single Plans:

-The Essentials Plan | Flat Fee starting at: $1,750
-The Integrated Plan (planning for minors and young adult children): Flat Fee starting at: $2,000

Couples Plans:
-The Essentials Plan | Flat fee starting at: $2,500
-The Integrated Plan (planning for minors and young adult children) | Flat fee starting at: $3,000
-Tax Planning- Disclaimer testamentary trust | +$1,500 in addition to base plan rate

- Special Needs Testamentary trust | +$1,000 in addition to base plan rate
a la Carte:
-Will only | $750

Single and Couples plans include a Design, Review and Signing meeting with the attorney and the preparation and execution of the following documents: Will, Health Care Power of Attorney, General Durable Power of Attorney, Health Care Directive, HIPAA Release, Declaration of Disposition of Remains, Personal Property Memorandum and Executor's Guide. Trust plans include the production of additional documents.

FAQ

Do I need an Estate Plan?

Everyone over the age of 18 needs an estate plan. Estate Planning is not just for the wealthy or complicated- it is for anyone who cares about where their assets go or who wants to ensure a smooth and stress free process for their family or friends after their passing. Talk to an estate planning attorney today to learn about the additional benefits of estate planning.

How do I plan for my minor child?

Having a thoughtful estate plan in place is critical for parents of children under 18. A Will is the only way to ensure that a guardian is in place to take care of your child in the event of a disaster. It is also the only way to control who manages the funds you leave for your child and how it is managed. Talk to an estate planning attorney today and ask us about our Integrated Plan.

My child is heading off to college. What should I do?

It can be scary when your child leaves the nest, especially if they head to a different state. Once your child is over 18 years old, you are no longer guaranteed to be able to make healthcare and financial decisions for them, without their permission. If your child has been in a car accident or other incident, they may not be able to provide that permission. The best plan is for your young adult child to complete an estate plan that includes at least a Health Care Power of Attorney and a General Durable Power of Attorney, so that they can authorize you to make decisions in the event of an emergency.

What is a power of attorney and do I need one?

Incapacitation Planning is like wearing a seatbelt. Everyone over the age of 18 should always have a current Financial Power of Attorney (also referred to as a General Durable Power of Attorney), a Health Care Power of Attorney and a Health Care Directive in place. These documents are the only way to guarantee that the person you trust can quickly and easily make decisions for you in the event of your incapacitation. Ask us about our Incapacitation Protection Plan for more information.

Do I need a Revocable Living Trust?

Maybe. But many Washingtonians are just as well served with a Will-based estate plan. However, if you have any of the following factors in your life, you may want to consider a Revocable Living Trust:

* out of state properties

* strong desire to avoid probate

* complex blended family

* high net worth

Ask us about our Revocable Living Trust plan for more information.

What is composting?

Washington is a ground breaking state in the legalization of green and eco-friendly alternatives to cremation and traditional burial, such as composting, hydro-cremation and green burial. Your last impact on the earth doesn't have to be pollution- ask us if you would like to learn more about Disposition of Remains.