Estate Planning: The Important Work You Keep Putting Off (I Get It!)
Estate planning is a critical part of how you take care of the people you love.
Unfortunately, this need never feels urgent enough to tackle today.
For many people, I know that this has probably been on your “to-do” list for a couple of years now and you are nervous to engage the process and admit to someone that you don’t have a Will or that you are considering doing one yourself online. Maybe you don’t even know why you need to do this planning, but you have a nagging sense that you should.
It’s okay! I am not here to scare you about the consequences of not having an estate plan or berate you for having a do-it-yourself Will. Instead, I want to educate you about what could happen if you do it yourself or do nothing so that you feel empowered to make an informed decision about whether that result is acceptable to you and your family. If it is not, then I will help you design a plan that takes care of you and your family in the way you want.
Three Levels of Planning
Estate planning at Weliver Law, PLLC is not one size fits all. I offer three levels of planning to suit your varying needs. From starter plans primarily for families with young children and still building financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, I’ve got you covered.
Generally, my fees for a married couple range between $2,000 for a comprehensive plan not focused on probate court avoidance to up to $8,000 on the high end for an extensive plan that provides trust funding services and asset protection for beneficiaries. All of my estate planning services are done on a flat-fee basis.
I’ve priced my planning for you at the intersection of affordability and effectiveness. When we meet for your Family Wealth Planning Session, I will review the three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. My plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work, and you have real security about this, not the false security that comes with a cheap set of estate planning documents.
There truly is no one size fits all choice. I have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
I believe in personalized service for each and every client. My approach is educational and proactive – I educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell me what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
I represent individuals and families throughout varying stages of life, and when the circumstances allow, often serve the whole family and multiple generations of the same family, including:
- traditional two parent families or single parents wishing to provide for and protect their children and themselves;
- unmarried couples who are solidifying their relationship through proper planning;
- blended families negotiating the challenges of balancing varying relationships and expectations;
- families looking to ensure that their children with special needs will always be taken care of; and
- single individuals seeking to define their legacy and make things easy for those they leave behind.
If this approach sounds appealing, then let’s set up a brief phone conversation so that we can get to know each other and determine if working together is the right fit for both of us. During this free call, I will go into more detail about my process and answer any questions that you may have. If after that conversation you would like to move forward, we will schedule an initial meeting and begin the engagement.
It is hard to generalize the estate administration and settlement process. Each estate and fiduciary are so different.
I aim to assist Personal Representatives and Trustees in whatever way needed. I am happy to support clients to do the work themselves or to step in and take a more active role. We will discuss what arrangement works best for you.