WILL-BASED ESTATE PLAN……………………………………..$1,050
TRUST-BASED ESTATE PLAN…………………………………$1,250
POWERS PACKAGE (per person)………………………………$250
This includes a Power of Attorney for finances, Advance Health Care Directives/Power of Attorney for Health Care, and a HIPAA Release for one person.
This is commonly used for children going away to college.
ESTATE PLAN SUMMARY……………………………………………..$300
(for existing outside plans)
An Estate Plan Visual Summary (VESP) to clarify and outline the client’s previous decisions.
A Plan Summary- this list of questions and considerations will help you confirm whether your former wishes and decisions are still correct.
***Please note this is a 10-business day turnaround.
VALUEALIGNED PARTNERS, LLC (“VAP”), a New Jersey Registered Investment Advisor, provides estate planning services. VAP gathers client information and decisions in VAP’s technology partner, ENCORESTATE PLANS (“ENCORE”), software.
ENCORE will then prepare the estate planning documents strictly using the data collected in the software.
NO LEGAL ADVICE
VAP is not a licensed attorney and will be giving no legal advice, creating no legal documents, and not acting in the capacity of an attorney as part of an engagement.
ENCORE will produce an estate plan based on the information provided through the ENCORE software. ENCORE is not acting as an attorney.
FEES and EXPENSES
Prices (Fees) and Expenses are shown above. No other costs can be charged without authorization. All payments are payable under VAP’s instructions.
GENERAL DESCRIPTION
The general nature of the matters for which VAP will be compensated under an Agreement are the following: (1) General estate tax education and guidance; (2) General trust guidance – types and features; (3) General explanation of estate planning structures/documents; (4) General explanation of estate planning and gifting strategies; (5) General explanation of taxation issues of trusts and estates; (6) General explanation of types and treatment of trust income; (7) General guidance on sources of estate liquidity; (8) General guidance on ownership titles and titling of assets; (9) General guidance on impact of account and trust beneficiary designations (10) Assistance with gathering information to transmit to EncorEstate Plans.
The general nature of the matters for which EncorEstate Plans will be compensated under an Agreement are the following: (1) Preparation of estate planning documents; (2) Preparation and recordation of real estate deed into trust; and (3) Review of information transmitted by a client to make sure estate planning goals are adequately met.
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