A new way to estate plan
Lets face it, estate planning is never fun. Who wants to spend a ton of time in a stuffy office, piecing together all of your worldly possessions and wrestle over what happens to all of it once you are gone?
Attorneys usually hide behind expensive retainers no matter how many assets need to be handled. Isn’t there a better way?
Here, at Calder Legal, we will simplify estate plans, services, and packages and scale them to be tailor-made for you and your family.
From our simple No-Probate package to a full comprehensive Trust, no matter your assets or goals, Calder Legal will have a plan with a price point that makes sense for your estate planning goals.
Lets get started!
Our Services
$750
Designed for simple estates. Documents provided will provide for a transfer-upon-death designation for a variety of assets (real estate, bank accounts, vehicles) that are designed to avoid probate. No estate administration necessarily.
Services include one hour session (in-person, by phone call, or by zoom), notary, and deed recording.
$750-$1750
For those with multiple heirs and desire to leave specific items to certain heirs or others (friends, extended family, charities, etc.).
Services include one (1) hour consultation on goals and different methods to achieve goals, drafting of will, printing of will, notary service, and depositing will for safe keeping at county court.
NOTE: Prices depend on complexity and number of assets. Quote provided after initial phone call.
$1750+
For those with complex assets (such as brokerage accounts, multiple houses, etc.) who would want to have more control over how those assets are handled after passing.
Trusts can be used if you wish for the following: (1) avoid probate; (2) direct time and conditions for distribution; (3) appoint trustees to become custodians of brokerage account(s) after passing; and much more.
Services include one or more (up to three one hour consultations) to ensure Trust documents drafted complete goals, drafting of Trust documents (Trust Agreement and Certificate of Trust), and transferring assets into Trusts and recording of such documents associated.
Already have a Will or a Trust? Check ups can be provided if you just need a once-over or if a major life event has occurred and you want to see if your Will or Trust will still do what you want it to do. Check-ups start at $100. Updates start at $250.
Schedule your appointment
Schedule a consultation to explore your options and receive guidance tailored to your specific needs. Book an appointment today.
