Core Legal Plan

Regardless of your stage in life, if you don’t have an estate plan in place, we recommend getting a Core Legal Plan customized for you as a starting point for ongoing planning. These plans include either a Revocable Trust and/or a Will, Durable Power of Attorney for Finances, Health Care Directive, Health Care Power of Attorney, Medical Release Authorization, and other documents that our attorneys determine fit your needs after the Design Session.

Relevant Documents

Revocable Trust

A revocable trust allows you to own your assets and distribute them as you see fit in the event of your death. Since it’s revocable, you can change your asset distribution at any time during your life to meet your needs and fulfill your wishes.

Last Will and Testament

Your last will and testament distributes your assets to your heir upon your death. It also states how you’d like your minor children to be cared for, among other things. It’s best to have a last will and testament prepared to keep your assets out of the probate process after your death.

Medical Directive

A medical directive keeps your family informed, so they can make medical decisions on your behalf if you cannot do so. These directives are necessary for adults over age 18 who’d like a say in their care if they become incapacitated.

Healthcare Power of Attorney

A healthcare power of attorney allows you to appoint someone to make medical decisions on your behalf if you become unable to do so. It ensures that your family adheres to your wishes if you cannot make them known directly.

Durable Power of Attorney

When you have a durable power of attorney, you can appoint someone to act on your behalf if you cannot do so. This person can use the power of attorney to pay your bills and manage your finances, among other tasks.

Medical Release

A medical release permits healthcare professionals to share your medical information with appointed persons, such as your family members. This release is beneficial if you are incapacitated and need family members to make decisions about your care.

Our Fees

Plans starting at $750

Inkwell attorneys incorporate legal techniques to create the right plan for you and your family. The final fixed fee price depends on the level of planning developed in the design session, with more straightforward plans requiring a lesser fee and more complex plans (that often provide your beneficiaries with greater protections) requiring a greater fee. Therefore, the final fixed fee corresponding to your legal plan varies based on many factors. Some of which include:

A plan for a single individual or a married couple.
A plan that incorporates a revocable trust to avoid probate.
Creditor and divorce protection for a surviving spouse.
Incorporating creditor and divorce protection for your children and other descendants.
Adding enhanced basis planning to allow your children to pay lower income taxes on money you leave them.
Appointing guardians for minor children.
Planning for the care of your pet.
Preventing a descendant from receiving your assets upon your death.

Inkwell never charges any fees associated with charitable planning incorporated into clients’ plans. Inkwell encourages clients to consider leaving a lasting memorial in the form of a charitable gift in their planning and never charges additional fees for clients wishing to do so.

Additionally, Inkwell will provide the following services at no additional fee for clients enrolled in Inkwell’s maintenance program:

Ongoing legal consultation (to answer any questions that may arise relating to your plan).
Legal services relating to the probate of qualifying estates (a $2,550 value).

Click here to learn more about Inkwell’s Maintenance Program.

Create and Manage Your Core Legal Plans With Inkwell

You never know what may happen in your life, so it’s best to be prepared. Inkwell’s core legal planning services help you prepare for the unexpected and keep your affairs in order. Connect with us today to begin creating your core legal plans and managing your assets in an organized way. We have the resources and expertise to give you the legal guidance you need at a price you can afford.

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