Wills and Trusts customized for you.
Formal preparation is the best way to plan for one’s future and ensure their family estate is protected. Even if modest, everything a person owns is considered their estate and a plan determines what will happen to a person’s property. The primary difference between a will and trust is that a trust takes effect once it’s created, while a will states beneficiaries upon death.
A properly executed plan also deals with legally binding personal decisions such as who would serve as guardian of minor children and who will make decisions in the event of serious health issues. Estate planning also helps clients navigate tax consequences at both the federal and state level to make sure our they are positioned to be treated fairly and be protected from unnecessary tax events.
We offer a free consultation to first assess what instrument(s) or service(s) will best fit a client’s situation without overdoing it and incurring unnecessary costs or maintenance. Many businesses offering will and trust services recommend wholly unnecessary instruments that require constant maintenance to keep effective. At Gravis Law, PLLC, we want to ensure that your goals are achieved in the most simple and economic way possible.
We bill primarily through flat rate packages based upon what we mutually determine is necessary to effectively achieve client goals. After our initial consultation, we will lay out a package that meets the individual’s needs and determine a fee based upon that package. There are no surprise fees and no unnecessary maintenance fees. After we finish building a testamentary package we will deliver it in a neatly organized and tabbed binder along with some complimentary additional lists and forms that we have found oftentimes get overlooked and make the testamentary procedure go a lot smoother.
Packages available include:
- Simple Wills
- Will with a Testamentary Trusts
- Revocable Living Trusts
- Special Needs Trusts