Estate Planning | Scarola Law, LLC

ESTATE PLANNING PACKAGES

ESTATE PLANNING FOR
YOUNG FAMILIES

Package #01 - Essential

Package #01 - Premium

Comparison Chart

Trust Funding

Probate Mitigation

Package #01 - Essential

2,250

$

Will-based package for couples with minor children

Documents Included:

Will with built-in Testamentary Trust for minor children

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Services NOT Included:

Click here to continue

Package #01 - Premium

2,600

$

Will-based package for couples with minor children

Documents Included:

Will with built-in Testamentary Trust for minor children

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Testamentary Trust Funding

Advanced Planning for Minor Children

Click here to continue

Coming soon

Package #02 - Essential

Package #02- Premium

Package #02- Premium Plus

Comparison Chart

Package #02 - Essential

3,400

$

Trust-based package for couples with minor children

Documents Included:

Trust Agreement (creates Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Recording services

Services NOT Included:

Trust Funding

Probate Mitigation

Click here to continue

Package #02 - Premium

4,000

$

Trust-based package for couples with minor children

Documents Included:

Trust Agreement (creates Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

Advanced Trust funding

Probate Mitigation

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Recording services

Advanced Planning for Minor Children

Click here to continue

Coming soon

Package #02 - Premium

5,500

$

Trust-based package for couples with minor children

Documents Included:

Two Individual Trust Agreements (creates two Revocable Living Trusts)

Two Certificates of Trust

Statement of Authority

Deed

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

Advanced Trust funding

Probate Mitigation

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Recording services

Advanced Planning for Minor Children

Click here to continue

ESTATE PLANNING FOR
COUPLES

Package #03 - Essential

Package #03 - Premium

Comparison Chart

Package #03 - Essential

1,600

$

Will-based package for couples with adult or no children

Documents Included:

Will

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Services NOT Included:

Probate Mitigation

Click here to continue

Package #03 - Premium

2,100

$

Will-based package for couples with adult or no children

Documents Included:

Will

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

One Beneficiary Deed

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Probate Mitigation

Transfer on Death Instruments

Recording services

Click here to continue

Coming soon

Package #04 - Essential

Package #04 - Premium

Package #04 - Premium Plus

Comparison Chart

Package #04 - Essential

3,000

$

Trust-based package for couples with adult or no children

Documents Included:

Trust Agreement (creates a Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Pourover Wills

Memorandums for Disposition of Personal Property

Advance Directive (Living Will)

Medical Powers of Attorney

Financial Powers of Attorney

Instructions for Disposition of Last Remains

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Services NOT Included:

Advanced tust Funding

Probate Mitigation

Click here to continue

Package #04 - Premium

3,350

$

Trust-based package for couples with adult or no children

Documents Included:

Trust Agreement (creates a Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Pourover Wills

Memorandums for Disposition of Personal Property

Advance Directive (Living Will)

Medical Powers of Attorney

Financial Powers of Attorney

Instructions for Disposition of Last Remains

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Trust Funding

Probate Mitigation

Click here to continue

Coming soon

Package #04 - Premium Plus

4,850

$

Trust-based package for couples with blended families

Documents Included:

Two Individual Trust Agreements (creates two Revocable Living Trusts)

Two Certificates of Trust

Statement of Authority

Deed

Pourover Wills

Memorandums for Disposition of Personal Property

Advance Directive (Living Will)

Medical Powers of Attorney

Financial Powers of Attorney

Instructions for Disposition of Last Remains

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Trust Funding

Probate Mitigation

Click here to continue

UPDATES TO EXISTING
ESTATE PLANS

Package #05 - Essential

Package #05 - Premium

Package for FORMER Clients

Comparison Chart

Package #05 - Essential

1,450 - 1,850

$

Will-based package for couples with existing estate plan

Documents Included:

New Wills or Codicils

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Services Included:

Review of current estate plan

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Services NOT Included:

Probate Mitigation

Click here to continue

Package #05 - Premium

1,800 - 2,200

$

Will-based package for couples with existing estate plan

Documents Included:

New Wills or Codicils

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Services Included:

Review of current estate plan

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Probate Mitigation

Click here to continue

Coming soon

Package for FORMER Clients

275/Hour

$

Updates to existing estate plan for Scarola Law former clients

Optional Updates:

New Deed

New Statement of Authority

New Guardian Documents

Amendment to Trust

Codicil to Will

New Powers of Attorney

New Advance Directive

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Package #06

Comparison Chart

Package #06

3,050 -3,650

$

Trust-based package for couples with existing estate plan

Documents MIGHT Include:

Trust Amendment or Restatement (applicable for those with existing trust)

Certificate of Trust

Statement of Authority

Deed

Pourover Wills

Memorandums for Disposition of Personal Property

Advance Directive (Living Will)

Medical Powers of Attorney

Financial Powers of Attorney

Instructions for Disposition of Last Remains

Appointment of Guardian

Parents' Delegation of Rights

Services MIGHT Include:

Review of current estate plan

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Advanced trust funding

Probate mitigation

Click here to continue

Coming soon

ESTATE PLANNING FOR
INDIVIDUALS

Package #01 -Will with Trust

Package #02 - Trust

Package #07 - Updating Estate Plan

Package #08 - Trust Update

Trust Funding

Probate Mitigation

Package #01 - Essential

1,650

$

Will-based package for individuals with minor children

Documents Included:

Will with built-in Testamentary Trust for minor children

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Services NOT Included:

Package #01 - Premium

2,000

$

Will-based package for individuals with minor children

Documents Included:

Will with built-in Testamentary Trust for minor children

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Trust funding

Probate mitigation

Click here to continue

Package #02 - Essential

2,200

$

Trust-based package for individuals with minor children

Documents Included:

Trust Agreement (creates Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Recording services

Services NOT Included:

Trust Funding

Probate Mitigation

Package #02 - Premium

2,550

$

Trust-based package for individuals with minor children

Documents Included:

Trust Agreement (creates Revocable Living Trust)

Certificate of Trust

Statement of Authority

Deed

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights

Services Included:

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Yearly reminders to update guardianship docs

Execution of guardianship documents every year until the child is 18

Recording services

Trust Funding

Probate Mitigation

Click here to continue

Package #07 - Essential

1,050 - 1,450

$

Will-based package for individuals with existing an estate plan

Documents Included:

New Wills or Codicils

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Services Included:

Review of current estate plan

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

One Signing Meeting at our office (notary & witnesses included)

Lifetime access to client portal

Services NOT Included:

Probate Mitigation

Package #07 - Premium

? - ?

$

Will-based package for couples with existing estate plan

Documents Included:

New Wills or Codicils

Memorandum for Disposition of Personal Property

Instructions for Disposition of Last Remains

Medical Power of Attorney

Financial Power of Attorney

Advance Directive (Living Will)

Services Included:

Review of current estate plan

One Estate Planning Meeting

One Client Check-In Meeting (Zoom or in-person)

ESTATE PLANNING FOR YOUNG FAMILIES

2,250

$

3,400

$

ESTATE PLANNING FOR COUPLES

1,600

$

3,000

$

UPDATES TO EXISTING ESTATE PLANS

1,450 - 1,850

$

3,050 -3,650

$

ESTATE PLANNING FOR INDIVIDUALS

1,650

$

2,000

$

ESTATE PLANNING FOR
YOUNG FAMILIES

ESTATE PLANNING FOR
COUPLES

UPDATES TO EXISTING
ESTATE PLANS

ESTATE PLANNING FOR
INDIVIDUALS