Convenience, Affordability, Peace of Mind
ESTATE PLANNING & PROBATE
Wills, Trusts, Conservatorships
Contrary to what many people think, estate planning is essential for individuals and families, for modest and large estates. At its core, estate planning is less about money and property, but rather it is about family. A properly drafted Last Will & Testament provides your loved ones with detailed instructions of what to do with your property, possessions, children, and even pets. A well-considered estate plan provides harmony and peace of mind to your family.
The transfer of wealth from generation to generation involves complex matters of probate, taxation, and family relations.Whether you need a simple will or more sophisticated planning, Bexley & DeLoach is able to provide you with the experienced estate planning services you require. We will craft you thoughtful, personalized, and comprehensive planning documents designed to preserve wealth, avoid unnecessary taxation, efficiently distribute inheritances to their intended recipients, and preserve harmony among family members.
In assisting you plan your estate, we always endeavor to develop strategies that promote family harmony and reduce the likelihood of discord. We strive to treat each client not only with professional competence, but also with kindness and concern. We never lose sight of the fact that the matters we have been entrusted to handle are deeply personal and confidential. We honor our clients’ expectations that we treat the ‘privileged glimpses’ into their lives with sensitivity.
SPECIAL PRICING AVAILABLE FOR GWINNETT COUNTY TEACHERS, ACTIVE MILITARY AND FIRST RESPONDERS
ESTATE PLANNING & PROBATE
Transparent Pricing for Peace of Mind
RECIPROCAL WILL PACKAGE
Best for married couples & long-term partnerships
$1,000.00
Includes:
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Initial and followup consultation, available in office, or at client's home (day, night or weekend)
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2 Custom Last Will & Testaments
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2 Durable Financial Powers of Attorney
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2 Advance Directives of Health Care
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Thumbprint Security
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Attend closing conference and provide notary services
JOINT WILL PACKAGE
Best for blended families
$900.00
Includes:
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Initial and followup consultation, available in office, or at client's home (day, night or weekend)
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1 Custom Joint Last Will & Testament
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2 Durable Financial Powers of Attorney
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2 Advance Directives of Health Care
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Thumbprint Security
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Deluxe Estate Planning binder
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Attend closing conference and provide notary services
SINGLE WILL PACKAGE
Best for single individuals
$750.00
Includes:
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Initial and followup consultation, available in office, or at client's home (day, night or weekend)
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Custom Last Will & Testament
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Durable Financial Power of Attorney
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Advance Directives of Health Care
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Thumbprint security
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Deluxe Estate Planning Binder
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Attend closing conference and provide notary services
ESTATE PLANNING & PROBATE
Transparent Pricing for Peace of Mind
CONSULTATION
Sometimes all a person needs is advice and direction. Maybe you just need to have an experienced attorney review your Estate Plan, or to look over your Probate Petition documents. A 90-minute consultation is $350, paid at the time of the consultation. This can be useful for clients who want to save money by having an experienced probate attorney review an existing Will, or to seek advice prior to filing a Petition with the Probate Court.
ADDITIONAL SERVICES
Codicil to Will or Trust.........................$250.00Will Review and Consultation..............$250.00
Pre/Postnuptial Agreement.......call for pricing
SPECIALIZED PLANS
The Bexley Law Firm understands that many faiths and cultures require specialized considerations for the disposition of a person's estate and burial rites.
Therefore, the Bexley Law Firm is fully able to work with individuals from a wide variety of faith traditions, cultures, and backgrounds, including Orthodox Catholicism, Islam, and Orthodox Judaism.
PROBATE AN ESTATE
If a family needs assistance in probating an estate after a loved one has passed away, this service is billed out on an hourly basis. Expenses will be billed on a monthly basis.
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Uncontested with a Will: $1,500 plus expenses
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Uncontested without a Will: $2,500 plus expenses
ESTATE ADMINISTRATION
If a family needs assistance in administering an estate after a loved one has passed away, this is billed based on an initial flat rate attorney fee retainer of $1,500 plus a percentage of the gross estate. Expenses will be billed on a monthly basis.
Additional cost for Estate Administration Services:
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5% of the first $250,000
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3% for the next $500,000
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2% for the next $1,000,000
PROBATE CONSULTATION & LITIGATION
Probate Consultation:
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$350/hour, minimum $450 retainer
Probate Litigation
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$350 initial consultation, applied towards retainer
RECIPROCAL WILL PACKAGE
Best for married couples & long-term partnerships
$1,000.00
Includes:
-
Initial and followup consultation, available in office, or at client's home (day, night or weekend)
-
2 Custom Last Will & Testaments
-
2 Durable Financial Powers of Attorney
-
2 Advance Directives of Health Care
-
Thumbprint Security
-
Attend closing conference and provide notary services
SINGLE WILL PACKAGE
Best for single individuals
$750.00
Includes:
-
Initial and followup consultation, available in office, or at client's home (day, night or weekend)
-
Custom Last Will & Testament
-
Durable Financial Powers of Attorney
-
Advance Directives of Health Care
-
Thumbprint Security
-
Deluxe Estate Planning binder
-
Attend closing conference and provide notary services
TRUSTS
A trust is traditionally used for avoiding probate, minimizing estate taxes, and protecting assets. A trust can offer other benefits as a part of a well-crafted estate plan. We provide a wide-range of trusts for a variety of uses, including Living Trusts, Special Needs Trusts, Irrevocable Trusts, and NFA Trusts. Call to arrange a no-obligation consultation and quote.
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Revocable Living Trust - starts at $750.00
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Irrevocable Trust - $2,500.00
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Special Needs Trust - $2,500.00