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The estate plans set forth below are separated into plans for Single Persons and Married Persons. Each plan includes the preparation of Health Care and Property Powers of Attorney and Living Wills, if desired. How you specifically wish to leave your property will be covered in the Questionnaire for your plan. These plans are not designed to reduce or minimize any estate or other death taxes. If you have concerns about such taxes, these plans may not be appropriate for you.
Before reviewing the estate plans discussed below, it is highly recommended that you review the Frequently Asked Questions, pages on the website.
In order to reduce cost to the client often associated with estate planning, The Will Shoppe, at fixed fees, offers various estate plans which, although allowing for some variation, incorporate commonly used features and provisions. In connection with any plan in which you may be interested, you may wish to review the Questionnaire for such plan in order to see what features and provisions are available and may be selected.
In connection with these plans, no disclosure of assets is required or made and no evaluation is made by The Will Shoppe concerning suitability, tax considerations, or otherwise. As discussed below, these plans may not be suitable for individuals or families where estate or other death taxes may be of concern or where there may be special planning needs. Should you desire any special or customized provisions you should consult with one of our attorneys. These provisions may, of course, result in higher fees.
Each plan includes the preparation by The Will Shoppe of Health Care and Property Powers of Attorney and Living Wills, if desired. The preparation of or assistance in preparing or completing appropriate deeds and other asset transfer documents is available at additional cost. Also, any recording fees or other direct out-of-pocket expenses will be charged separately.
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