Estate Planning
All of our estate planning services are provided for a flat fee, agreed to in advance, so that there are never any billing surprises. We believe in transparency and sticking to our budget so that you can plan yours.
Legacy Counsel offers three levels of estate planning services: The Family Legacy Plan, the Trust Legacy Plan, and the Wealth Legacy Plan. You get to pick the price you pay by choosing the level of planning that best fits your family’s needs. Each of these plans are designed to provide everything you need to complete an estate plan and, within each plan, there are endless opportunities for customization, so that you get a plan built just for you.
Family Legacy Plan
This package is for families that do not have substantial, probatable assets, but that want to guarantee the well-being of their minor children, make sure that their healthcare wishes are followed, and ensure that their loved ones are able to access their assets if they become incapacitated.
This package includes:
- Will
- Advance Healthcare Directives
- Durable Powers of Attorney
- Minor Child Protection Plan
- Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries
Clients who choose this plan may also opt to include a testamentary trust to be formed at death for the purpose of protecting minor children or providing asset protection for their beneficiary’s inheritance.
Trust Legacy Plan
This package is for families that want to keep their estates out of probate and to ensure that their asserts are transferred with the most flexibility, convenience, and ease possible – all in the privacy of our office.
This package includes:
- Trust
- Pour-over Will
- Advance Healthcare Directives
- Durable Powers of Attorney
- Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries
Clients who choose this plan may also opt to provide asset protection for their beneficiary’s inheritance.
You will handle all asset transfers into the trust, with our unlimited guidance and support.
Wealth Legacy Plan
This package includes everything in the Trust Legacy Plan, PLUS the comfort and convenience of having our office transfer your assets properly into your trust. This plan is appropriate for busy families who desire the greatest level of convenience and care.
This package includes:
- Trust
- Pour-over Will
- Advance Healthcare Directives
- Durable Powers of Attorney
- Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries
Clients who choose this plan may also opt to provide asset protection for their beneficiary’s inheritance.
PLUS, we will fully fund your trust for you!
Add-On Estate Planning Services
Kids Protection Plan
This add-on plan is for parents who want to keep their minor kids out of the foster care system if something were to happen to both parents.
This package includes:
- Nominations for both temporary and permanent guardians
- Instruction letters to guardians and caregivers
- Medical Power or Attorney for your minor kids
- ID card for your wallet that lists your nominated guardians
*The Kids Protection Plan is automatically included in the Family Legacy Plan.
College Care Plan
This add-on plan is especially designed for parents of college-aged young adults who want to make sure that they would have the legal authority to make critical decisions for their child if anything were to happen to their young adult.
This package includes:
- Durable Financial Power of Attorney
- Advance Health Care Directive
- HIPPA Authorization
- FERPA Waiver
- Letter to Student Affairs Office
ID card for your young adult’s wallet listing their designated patient advocates
All of our estate plans include a legal review every three years at no additional cost. Contact Legacy Counsel today to protect your loved ones!
Probate and Trust Administration
Predictable billing is always the Legacy Counsel promise. However, not all areas of law lend themselves to a fixed-rate model. In Michigan, attorneys are customarily expected to bill by the hour for legal services provided in probate and trust administration. In keeping with this expectation, Legacy Counsel uses the traditional hourly rate model in billing for such services. However, at Legacy Counsel, our commitment to open communication, transparency, and trust means that, when working with you or your loved ones on probate or trust administrative matters, we always:
- Give a cost estimate in advance
- Provide regular, detailed timesheets
- Never go above that estimate without our client’s consent
There’s more good news. The initial consultation fee for probate and trust administration matters is waived for participants in our Legacy Membership Program! If you are interested in learning more about probate and trust administration, contact us today!
Legacy Membership Program
Legacy Counsel offers two levels of exclusive subscription membership for those who want to have an attorney on call at all times for their family’s security and guidance. Our Legacy Membership Program includes:
- Yearly review of your estate plan
- Unlimited modifications to your estate plan
- Complimentary legal letters
- Priority phone access to our attorney for legal guidance
- Discount on Probate and Trust administration services
- Invitations to our complimentary educational events throughout the year
- Referrals to trusted attorneys in other practice areas as needed
- Asset transfers to fund your trust (Platinum Level Only)
- Annual meeting with your attorney, CPA, and financial advisor (Platinum Level Only)
For more information, or to enroll in the Legacy Membership Program, contact us today!
