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Estate Planning Package and Fees

FOUNDATIONAL ESTATE PLANNING PACKAGES AND FEES

Because each plan is highly customized to meet unique family situations, assets, and personal goals and values, it is impossible to detail your unique plan. Below, however, is a description of a typically comprehensive package with some example package fees. 

While it is customary to describe an estate plan as a list of documents, in choosing an attorney you are not just “buying paper.”  When you retain an Estate Planning Attorney you are choosing the counselor who will craft a plan that your family must live with after you are gone; you are choosing the advisor upon whom your loved ones will depend at their most difficult times; and you are creating a relationship with your attorney that should last for life.

Our Comprehensive Estate Planning Typically Include:

  • Personalized service with our estate planning team so that all questions are answered and help is provided, with no additional cost.  Our attorneys explore your unique concerns to craft a solution that addresses them.  This personalized service ensures that your estate planning, maintenance, and administration is always handled in a caring, efficient, cost effective manner.
  • A Revocable Living Trust Agreement, which eliminates probate and the need for conservatorship proceedings in regard to all assets transferred into the trust. This trust directs the disposition of your assets to your chosen beneficiaries.
  • For married couples who want to minimize estate tax or provide asset protection to each other, our carefully drafted Credit Shelter Trusts can do more than just meet the minimum legal requirements to reduce tax; we can build a fortress that protects your children and spouse from lawsuits and unintentional disinheritance (this can happen in remarriages).
  • Beneficiary Trusts to ensure that your assets are protected for your children.  These trusts may include asset protection from lawsuits or children’s divorces.  For clients who seek to maximize protection, we can craft trust solutions that preserve assets for generations.
  • Up to one year of membership in our Estate Planning Maintenance Program. This innovative program provides legal and personal updates, at no additional fee, on a regular basis, unlimited access to “your law office” for questions or help regarding your plan, and additional funding assistance for assets acquired after the completion of your estate plan.
  • Will(s) that ensure that all property is transferred to the chosen beneficiaries, even if an asset is not transferred to your revocable living trust during lifetime.
  • Comprehensive Attorney-drafted and Statutory Durable Powers of Attorney, that allow your spouse/partner or another trusted person to sign documents and handle financial matters for you. This document is particularly helpful if mental disability prevents you from managing your own affairs.
  • Advance health care directive(s), which give directions to physicians and family members regarding continuation of life support systems and other medical treatment preferences.
  • Twenty Four hour access to your signed health care documents including Health Care Power of Attorney and Living Will ensures your healthcare directives are always available when and where it’s needed (a signed copy is faxed to the medical facility in seconds). 
  • Thoughtful incapacity planning to ensure that you are protected in the event you become unable to manage your affairs for any period of time (incapacity is a major risk for everyone, regardless of age).
  • A handy wallet card enables you to get assets transferred into your trust by simply filling the institution’s forms with your trust’s information on the card, and delivering the form to appropriate institutions.
  • Your three-ring Family Protection Plan Binder contains copies of all of your planning documents as well as informational documents and forms which can be completed regarding where assets are located, wishes for memorial services, and any other information which you consider to be pertinent.  Your Binder is information central should your family face a crisis. 
  • Lifetime Peace of Mind Meetings.  Any time you experience a major life event or feel the need to talk to an Attorney about a major and unexpected issue, you can call us and schedule a Peace of Mind meeting at no charge.  For life.

From within Hennepin County Unique Estate Law represents clients throughout Minnesota, including Minneapolis, Edina, Bloomington, St. Louis Park, Minnetonka, Plymouth, Wayzata, Maple Grove, St. Paul, and Brooklyn Park.


9.3Chris Tymchuck

© 2018 Unique Estate Law | Disclaimer
3800 American Blvd., Suite 1500, Bloomington, MN 55431
| Phone: 952-358-7400
333 Washington Avenue North, Minneapolis, MN 55401
| Phone: 952-358-7400
5775 Wayzata Blvd., St. Louis Park, MN 55416
| Phone: 952-358-7400

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9.3Chris Tymchuck