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Estate Planning Package

Estate Planning Package

For $795* you can eliminate the stress of uncertainty and have the peace of mind that comes with this estate planning package

 

What is Included?


•Consultation- First, you will speak with one of our experienced attorneys to discuss your estate plan. This consultation can be done in person or over the telephone.   For your convenience, we offer evening appointments until 7:00PM. 


•Last Will & Testament- We will tailor your  Last Will & Testament to specify  your wishes regarding how your assets and properties  will be distributed after you pass away.   More importantly, in your Last Will & Testament, you will have the ability to nominate a Guardian to care for your minor children should you and your partner pass away in some unforeseen incident.

•Power of Attorney- We will prepare a Power of Attorney wherein you can appoint a person (known as an agent) to make certain financial decisions on your behalf.  We will tailor the Power of Attorney wherein you can limit the powers of your agent.  

• Statutory Gift Rider-  A Statutory Gift Rider will be prepared in addition to your Power of Attorney. This document authorizes your agent (named in the power of attorney) to make certain gifts on your behalf.   This may become especially important should you need to plan for Medicaid or minimize estate taxes.

• Health Care Proxy-  We will prepare a Health Care Proxy wherein you can appoint a person (known as a Health Care Agent) to make medical decisions for you in the event you are unable to make medical decision on your own.

•Living Will- We will prepare a Living Will to assist your Health Care Agent make certain medical decisions regarding  life sustaining treatments and/or medical care during an end of life situation.

• Execution of these documents- When you are ready to execute your documents, we will provide two (02) witnesses, and one of our skilled attorneys will supervise the execution of the above documents to ensure that all necessary statutory formalities are properly followed.

Pricing

*$795- Estate Planning package for an individual which includes a simple Last Will & Testament*, Living Will,  Health Care Proxy,  Power of Attorney, and Statutory Gift Rider.  This package is best suited for individuals leaving outright distributions (not in trust) and individuals with estates less than the New York Estate tax ($2,062,500 for 2014).  

 ​*$1300 Estate Planning package for couples which includes a simple Last Will & Testament*, Living Will,  Health Care Proxy,  Power of Attorney, and Statutory Gift Rider for the couple.   This package is best suited for couples leaving outright distributions (not in trust) and for couples who do not require advanced planning to minimize New York Estate taxes. 

*Simple Last Will & Testament are Wills that leave outright distributions.  (No trusts or tax planning). 

For more complex situations, please call contact this office.   

 

  


Disclaimer - Attorney Advertising

Judy S. Mock P.C. serves clients throughout the New York City metro area including Brooklyn, Queens, Manhattan, Staten Island, and Nassau County.



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