Estate planning

Introduction:

Our firm offers comprehensive estate planning services, tailored to meet your individual needs. From basic plans with pour-over wills and trusts to advanced strategies for tax issues and business succession, we ensure your wishes are honored and your legacy is protected. Avoid probate, safeguard your privacy, and ensure your decisions are made on your terms. Remember, without a proper estate plan, state laws will dictate crucial decisions about your assets and health care.

We believe in transparent pricing, which is why we use a flat fee model for most of our services. This approach allows you to understand the costs upfront, ensuring there are no surprises down the line.

ESTATE PLANNING PACKAGES

At the Law Office of Jared D. Ackley, we understand the importance of thorough and thoughtful estate planning. Our California estate planning packages are meticulously designed to cater to your unique needs, ensuring peace of mind for you and your loved ones.

For Individuals: Starting at $2,500.

Our individual package includes a comprehensive suite of estate planning tools tailored to your specific circumstances. This package includes:

  • One Pour-Over Will: Ensures your assets are seamlessly transferred to your trust upon your passing.
  • Revocable Living Trust: Offers flexibility and control over the management and distribution of your asses.
  • Residence Trust Transfer: Includes the preparation and recording of one California deed to transfer your in-state residence into the trust.
  • Durable Power of Attorney: Appoints a trusted individual to manage your affairs if you become incapacitated.
  • Advanced Healthcare Directive: Specifies your healthcare preferences and appoints someone to make medical decisions on your behalf if necessary.
  • HIPAA Authorization: Allows designated individuals to access your medical information.

For Couples (Married or Domestic Partners): Starting at $3,500.

Our couples package extends the individual offerings to both partners, providing mutual protection and clarity. This package includes:

  • Two Pour-Over Wills: One for each partner, ensuring a smooth transition of assets into your respective trusts.
  • Joint or Separate Revocable Living Trusts: Depending on your preferences and circumstances.
  • Residence Trust Transfer: Includes the preparation and recording of one California deed to transfer your in-state residence into the trust.
  • Durable Powers of Attorney: For each partner, a Durable Power of Attorney to appoint a trusted individual to manage your affairs if you become incapacitated.
  • Advanced Healthcare Directives: For each partner, specifies healthcare preferences and appoints someone to make medical decisions on your behalf if necessary.
  • HIPAA Authorizations: For each partner, allows designated individuals to access your medical information.

Our packages are designed to provide comprehensive protection and ease of mind. They are the first step in securing your legacy and ensuring your wishes are honored. Remember, good estate planning is not just about distributing assets; it's about the thoughtful consideration of your life's work and the well-being of those you care about.

ADDITIONAL SERVICES

In addition to our comprehensive estate plan packages, the Law Office of Jared D. Ackley provides a variety of individual estate planning services, typically available under flat rate arrangements for transparency and affordability. Our expanded services include:

  • Drafting, Revision, and Amendment of Individual Wills and Codicils.
  • Creation, Management, and Amendment of Various Trusts, including Revocable Living Trusts, Irrevocable Trusts, Special Needs Trusts, and Charitable Trusts.
  • Assistance with Beneficiary Designations and Adjustments.
  • Establishment and Modification of Guardianships for Minor Children, ensuring their well-being and protection.
  • Preparation, Execution, and Updating of Durable Powers of Attorney.
  • Drafting, Revising, and Updating Advance Healthcare Directives.
  • Digital Estate Planning, including the creation, management, and updating of plans for digital assets and online identities.
  • Consulting and Advising on Business Succession Planning, including Plan Amendments and incorporation of Buy-Sell Agreements.

Each service is customized to meet the unique needs and objectives of our clients, offering personalized and effective estate planning solutions. For more detailed information and to discuss how we can tailor our services to your needs, please contact the Law Office of Jared D. Ackley.