At the Law Office of Catherine Chukwueke, we offer estate planning services to help you protect your future, preserve your wealth, and ensure your wishes are honored. Whether you need a simple will or a comprehensive estate plan, we guide you through the process and provide personalized solutions that meet your unique needs.
Estate planning is not just about preparing for the inevitable—it's about ensuring your assets are distributed according to your wishes and protecting your loved ones from unnecessary burdens. Our services are designed to provide you with peace of mind, knowing that your legacy is safeguarded.
Our Estate Planning Services Include:
Wills and Trusts: A will is essential for outlining how your assets should be distributed after your passing. A revocable living trust helps you avoid the probate process and gives you more control over how your assets are managed. We'll work with you to create a plan that meets your specific goals and protects your family's future.
Healthcare Directives and Powers of Attorney: We help you set up healthcare directives and durable powers of attorney, which ensure that your medical and financial decisions are handled by someone you trust if you become incapacitated. These documents provide clarity and peace of mind during difficult times.
Comprehensive Estate Planning: Our comprehensive estate planning services include strategies to minimize taxes, protect assets, and ensure your legacy is preserved. We provide detailed planning to ensure your estate plan reflects your financial and personal goals, and helps you avoid probate and unnecessary costs.
Trust Funding and Administration:To make sure your revocable living trust is effective, it's crucial that your assets are properly funded into it. We guide you through the funding process and offer ongoing support for trust administration, helping you maintain your plan and avoid potential legal complications.
Annual Estate Plan Reviews: Life circumstances change, and so should your estate plan. We recommend annual reviews to ensure that your documents are current and reflect any major life events, such as marriage, divorce, children, or changes in tax laws. We'll make sure your estate plan is up-to-date and aligns with your wishes.
Estate Planning Packages
To make estate planning accessible and manageable, we offer several packages tailored to meet your needs. These packages cover a range of options, from basic planning to more advanced strategies.
1. Basic Estate Planning Package
Perfect for individuals who want to establish a foundational estate plan.
Core Documents:
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
Add-Ons: -
Funeral or Burial Instructions
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Pet Trust
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Digital Asset Plan
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Specialized Trust (if applicable)
2. Comprehensive Trust Package
For individuals or families looking to set up a revocable living trust to avoid probate and more effectively manage their assets.
Core Documents:
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Revocable Living Trust
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
Add-Ons: -
Trust Amendments or Restatement
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Business Succession Plan
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Charitable Trust
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Irrevocable Trusts
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Trust Funding Assistance
3. Advanced Estate Planning Package
Designed for clients with complex estates or high-net-worth individuals who need advanced planning strategies.
Core Documents:
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Revocable Living Trust
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
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Advanced Tax Planning
Add-Ons: -
Generation-Skipping Trust (GST)
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Asset Protection Trust
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Qualified Personal Residence Trust (QPRT)
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Special Needs Trust
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Business Succession Planning
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Advanced Estate Tax Planning
Custom Estate Planning Package
For those who need flexibility, we offer a custom package where you can select only the documents and services that suit your needs. Options include:
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Will
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Trust
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Power of Attorney
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Health Care Directive
Annual Estate Plan Reviews
Once your estate plan is in place, it's important to review it regularly to ensure it remains aligned with your evolving life circumstances. Our annual reviews cover:
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Review of your will, trust, health care directive, and durable power of attorney
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Recommendations for updates based on significant life events (e.g., marriage, children, financial changes)
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Review of trust funding to ensure assets are properly included in the trust
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Updates on changes in tax laws or estate tax limits
Start Planning for Your Future Today
The Law Office of Catherine Chukwueke is here to help you secure your future and protect your legacy. Whether you need to create a simple will or a comprehensive estate plan, we offer personalized guidance to help you make informed decisions and ensure your estate is in good hands.
Schedule your consultation today and begin your estate planning journey.
