Our firm provides legal services relating to wills, trusts, estate planning and individual taxes. We work with our clients to plan for the efficient and orderly transfer of property upon death. This includes helping clients select methods for the disposition of assets to meet family goals, to effect charitable donations, to minimize tax implications and to limit probate and related expenses. In addition, we prepare living wills and durable powers of attorney for health care, property and financial matters.
Ten Reasons to Make a Legal Will
I. Make the most difficult time for your family easier.
Ten Reasons to Consult an Estate Planning Attorney
1. Be sure that estate planning documents are correctly prepared
and executed properly.
What does an estate plan cost?
We do not charge for the initial meeting with the client. At the initial meeting, we will work with the client to determine the client’s estate planning objectives, and we will advise the client what documents the client will need to accomplish the client’s estate planning goals. We will also explain why we are making those recommendations. Once the client and we agree what documents we will be preparing, we will provide the client with a firm fee quotation. Our fee is not to be paid until the estate planning documents are executed by the client.
The average estate plan usually includes four (4) or five (5) documents,
such as a Last Will and Testament, Living Trust, Power of Attorney,
Designation of Health Care Surrogate and a Living Will. Our services
include the document preparation, a review of the documents with the
client, final editing, revisions of the documents and handling the
client’s execution of the documents. Many law firms may simply
mail drafts of the estate planning documents to the client, ask the
client to read the drafts and advise if any changes are needed. This
is not our approach. We want to review the documents with the client
and explain why certain language is used in the documents. Our goal
is to have the client understand the documents. We furnish drafts
of the documents to the client for a more careful reading after the
review appointment.We then complete any final editing as necessary
prior to execution.
If the client already has some of the documents and/or requires less estate planning, we will prepare and charge for only the documents actually needed by that client.
What is my next step?
Call our office at (904) 390-2705 and make an appointment to meet
with us to discuss your estate planning objectives. There is no charge
for this initial visit, and you are under no obligation to us after
that initial meeting. We will review your goals with you, advise you
what we think you need, why you need it, and what we will charge to
prepare the documents. You then decide whether or not to retain our
law firm to prepare your estate planning documents.
These materials have been prepared for informational purposes only. The contents of this site are not legal advice, nor should you interpret the contents of this site as such. This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Subscribers and online readers should not act upon this information without seeking professional counsel. You should consult an attorney for individual advice regarding your own situation. Although I welcome your calls, letters and emails, please note that merely contacting my firm will not establish an attorney-client relationship with me, nor will any unsolicited information you send to me be treated as confidential. You must contact me by telephone at (904) 390-2705 and receive authorization prior to sending any confidential information to me. Thank you, Samuel L. LePrell, Attorney and Counselor at Law.
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