Transparent Pricing for Estate Planning Packages
Carden Legal Services is uniquely positioned to help you with your estate planning needs by offering our services as a virtual-based law firm to you in the convenience and comfort of your home or work. Don’t continue to put off this very important estate and family planning because you are too busy to schedule time from your work or family commitments to meet with an attorney. Or maybe you have health considerations that makes it hard to travel. That’s where our virtual-based legal services can help. By utilizing technology to provide our legal services virtually through online meetings, telephone, email, and our secure online Client Portal, we can handle your estate planning concerns and provide a solution to give you and your family peace of mind.
If you prefer to meet in person and you are local to Shelby or Jefferson County Alabama or the surrounding area, we have special pricing to accommodate those requests as outlined below.
We have chosen to provide upfront and transparent pricing for our estate planning services so you know exactly what investment will be required to accomplish your estate planning goals and you can budget accordingly. The following is a sample of packages we offer for estate planning services involving non-taxable estates. The listed fees are a base rate that cover most cases but can vary depending on the complexity of your unique circumstances. If your planning needs are different, we will quote you an upfront price for those unique differences prior to you hiring Carden Legal Services so there are no surprises.
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Virtual Planning
Will-Based Package
The Essentials Plan
This plan works well for single individuals or couples without minor children.
This plan includes:
- Last Will and Testament
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$750 Individuals or $1,050 Couples
Will-Based Package
Complete Family Plan
The Complete Family Plan is for individuals and couples with minor children, or other situations when there is a need to control at what age a beneficiary receives an inheritance.
This plan includes:
- Last Will and Testament
- Appointment of guardian for children (if needed)
- Testamentary trust for minor children or individuals where there is a concern for receiving an inheritance prior to a certain age
- Personal property memorandum
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Document and Asset Inventory Form
- Declaration of Final Arrangements
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$1,050 Individuals or $1,350 Couples
Trust-Based Package
Revocable Living Trust Plan
The living trust package is designed to avoid the expense and headache of probate of your estate after your death. A trust-based plan provides privacy, protection, and flexibility for your beneficiaries and allows your assets to be distributed over time. Many families want to avoid the judicial probate process because those distributions are public record, and the process is very costly, is a lengthy process before distributions are complete, and is time consuming for the personal representative and family members.
This plan includes:
- Revocable Living Trust Agreement
- Certificate of Trust
- Memorandum of Funding of Revocable Trust
- One Deed Transferring Real Estate to the Trust
- Assignment of Personal Property to the Trust
- Pour Over Last Will and Testament
- Appointment of guardian for children (if needed)
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Document and Asset Inventory Form
- Declaration of Final Arrangements
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$2,750 Individuals or $3,250 Couples
In-Person Planning
Will-Based Package
The Essentials Plan
This plan works well for single individuals or couples without minor children.
This plan includes:
- Last Will and Testament
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$1,050 Individuals or $1,350 Couples
Will-Based Package
Complete Family Plan
The Complete Family Plan is for individuals and couples with minor children, or other situations when there is a need to control at what age a beneficiary receives an inheritance.
This plan includes:
- Last Will and Testament
- Appointment of guardian for children (if needed)
- Testamentary trust for minor children or individuals where there is a concern for receiving an inheritance prior to a certain age
- Personal property memorandum
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Document and Asset Inventory Form
- Declaration of Final Arrangements
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$1,350 Individuals or $1,650 Couples
Trust-Based Package
Revocable Living Trust Plan
The living trust package is designed to avoid the expense and headache of probate of your estate after your death. A trust-based plan provides privacy, protection, and flexibility for your beneficiaries and allows your assets to be distributed over time. Many families want to avoid the judicial probate process because those distributions are public record, and the process is very costly, is a lengthy process before distributions are complete, and is time consuming for the personal representative and family members.
This plan includes:
- Revocable Living Trust Agreement
- Certificate of Trust
- Memorandum of Funding of Revocable Trust
- One Deed Transferring Real Estate to the Trust
- Assignment of Personal Property to the Trust
- Pour Over Last Will and Testament
- Appointment of guardian for children (if needed)
- Durable Financial Power of Attorney
- Living Will
- Health Care Proxy (Health Care Power of Attorney)
- HIPAA Authorization
- Document and Asset Inventory Form
- Declaration of Final Arrangements
- Detailed instructions on how to sign your documents
- Periodic "Peace of Mind" Reviews
$3,150 Individuals or $3,650 Couples
Basic Fees for Other Documents
The following fees are for legal documents prepared individually and not part of an estate planning package.
| Document | Fee Estimate |
|---|---|
| Last Will and Testament (Simple will with no trust provisions) | Individual = $600; Couple = $750 (Virtual Option) |
| Appointment of Guardian for Minor Child | $200 |
| Financial Power of Attorney | Individual = $200; Couple = $300 |
| Advance Directive for Health Care (Living Will and Health Care Power of Attorney) and HIPAA Authorization | Individual = $200; Couple = $300 |
| Deeds | $250, no title examination (Discounts for multiple deeds) |
Estate Administration
Assistance with probate and estate administration is available in certain locations. Contact us for a quote.
Pricing for Other Legal Services
Carden Legal Services provides many other legal services other than estate planning and we are happy to help with those matters. Please contact us for a quote for other matters. Contact us for a quote.
* Listed fees are subject to change
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Carden Legal Services, LLC. All Rights Reserved.
No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers.
Carden Legal Services, LLC
serves clients in the following Alabama locations: Birmingham, Hoover, Alabaster, Helena, Pelham, Jefferson County, Shelby County, Chilton County, Montgomery, Prattville, Millbrook, Wetumpka, Tuskegee, Selma, Troy, Greenville, Autauga County, Montgomery County, Elmore County, Tri-County Region, River Region, Central Alabama, Alabama statewide.