Estate And Trust Planning
Comprehensive Estate Planning by the People Who Wrote the Book
Who better to prepare your traditional estate planning documents than the firm that is nationally known for its work on behalf of those who want to retire with dignity and independence? Firm Founder, Rory Clark, Esq., literally wrote the book, The Family Estate Planning and Elder Law Guide (2019). Not every client needs sophisticated long-term care or tax planning, but this does not mean that all estate planning lawyers are the same. Our planning professionals have the legal and personal experience to handle your more traditional estate planning matters and deliver a “cut-above” product. Our “Fundamentals” and “Family” planning levels, in particular, are created from an elder law perspective because we know that sometimes the unexpected happens and having the right kind of tools available can make all the difference in an emergency. All of our estate planning packages are provided on a fixed-price and economical basis.
The BASICS Plan
The BASICS planning level is designed for those who are budget conscious but know they need to have something in place in case of an emergency. With the Legacy Elder Law Center’s BASICS plan, you can appoint guardians for minor children and specify who you want to handle your affairs in the event of your death. The BASICS includes more than planning for your death. It includes basic emergency life planning as well. Be confident that emergencies will be handled by those you trust by naming agents to make healthcare decisions in the event you are not able to handle your medical affairs and manage your financial matters. The BASICS may be perfect for the new homeowner or the young family. We offer separate pricing for single and married clients.
Our BASICS Plan Includes:
- Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
- Simple Durable General Financial Power of Attorney
- Last Will and Testament
The FUNDAMENTALS Plan
The FUNDAMENTALS planning level is designed for those who want to avoid probate and make it is as easy as possible for those they choose to easily and conveniently handle their affairs in the event of a disability. At this planning level, Legacy Elder Law Center clients can rest assured that no court intervention will be necessary to appoint a guardian or conservator for them. Their most-trusted family members or friends will be able to directly and immediately help with financial and medical decisions, if required. The FUNDAMENTALS plan takes care of guardians and trusts for minors and makes the cumbersome and expensive probate process unnecessary.
Our FUNDAMENTALS Plan Includes:
- Enhanced Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
- Enhanced Durable General Financial Power of Attorney
- Probate-Avoiding Revocable Living Trust
- Last Will and Testament
- Retitling Assistance
- All Necessary Virginia, Maryland, and D.C. Deeds
- One-Year Membership in Our Concierge Care Plan
The FAMILY Plan
For the serious traditional planners, our FAMILY Plan not only provides a comprehensive estate plan with guardianship and probate avoidance, this plan creates a legacy of responsibility and protection not just for the current generation but for your descendants as well. Our FAMILY Plan allows you to safeguard your heirs’ inheritances from divorce, creditors, and addiction as well as confidently plan for those who may have special needs.
Our FAMILY Plan Includes:
- Enhanced Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
- Enhanced Durable General Financial Power of Attorney
- An Enhanced, Probate-Avoiding Revocable Living Trust designed to protect the assets you leave to your beneficiaries from the divorce court, their creditors, and from possible addiction. This trust also contains provisions to protect inheritances that would go to beneficiaries with Special Needs so as not to interfere with their own valuable income and healthcare benefits.
- Last Will and Testament
- Retitling Assistance
- All Necessary Virginia, Maryland, and D.C. Deeds
- One-Year Membership in Our Concierge Care Plan
Emergency Guardianship Planning
Clients may add our Emergency Guardianship Plan to any level of service for a fixed price of $500. The Emergency Guardianship Plan is designed to instantaneously protect your children from custody by child protective services and/or the foster care system in the event of an emergency or sudden death. Our proprietary temporary and emergency designation is drafted to comply with statutory requirements. It becomes immediately effective and covers your children until the court can appoint a suitable temporary or permanent guardian.
Emergency Guardianship Planning Includes:
- Our Proprietary, Multi-State Temporary and Emergency Guardianship Designation
“They help good people through difficult times…”
Memberships & Associations
