We offer an economy service for those clients who have very simple estate planning needs.The service includes a simple will, durable general power of attorney and health care power of attorney, all for a fee of $475, per person or $595 for a married couple.
Our Economy Plan can not be combined with any other offers or discounts offered by us, including but not limited to our free initial consultation for up to one hour of time, which is designed for more complex estate planning. To qualify for Our Economy Plan, you must download, print, sign and return to us the information listed below.The information that we need depends upon whether you are married or single.For those who are married, the economy program requires that we represent both spouses, unless there is a conflict of interests that prevents us from doing so. For a single individual, the information consists of a Client Information Sheet and an Asset Summary Sheet.For a married couple the information consists of a Client Information Sheet, a Joint Asset Summary Sheet and a Conflict of Interest Memorandum for Married Clients Being Represented Jointly.The information is in PDF format and there is a link below.Each of the documents must be printed, filled out, signed and returned along with a printed and signed copy of this information on our Economy Plan and a check in full payment of the services chosen. Once you return the information to us along with a check for the services, we will prepare and email your documents to you and schedule a mutually convenient time for you to come in a sign them. You should carefully review the documents and let us know if there are any typographical errors such as spelling of names or the wrong names. Name mistakes are one of the most common mistakes in estate planning documents.
If after we receive you information, we are unclear as to any answers to questions or other information provided, we will also call to discuss them with you prior to preparing and sending out your documents.
Please keep in mind that the economy package may not be appropriate for everyone, especially those with substantial or complex assets and/or children from previous marriages.The basic parameters are as follows:
You are a permanent resident of Beaufort or Jasper County, South Carolina.
You have at least one child and all children are age 21 or more.
If you are married, your spouse is also a permanent resident of Beaufort or Jasper County, South Carolina.
You and your spouse, if married, are both United States Citizens.
You (and your spouse, if married) have less than $1,000,000 in assets.This includes not only probate assets, but also non-probate assets.Non-probate assets are not normally subject to the terms of your will by virtue of the manner in which they are owned and/or were acquired.Non-probate assets include, but are not necessarily limited to, property owned as joint tenants with right of survivorship, tenants by the entirety and assets payable to a named beneficiary other than your estate by beneficiary designation.This includes assets such as life insurance, pension, IRAs, 401(k) plans, annuities, other pension or annuity like assets and payable on death (POD) accounts, and transfer on death (TOD) accounts.
Also, please keep in mind that some non-probate assets can become probate assets if, for instance, you survive all named beneficiaries. A common disaster may also cause non-probate assets to become probate assets.
If you are not married, you want to leave all of your probate assets by your will to your children who survive you and if a child does not survive you, then to that child's issue.
If you are married, you want to leave all of your probate assets by your will to your spouse and then to your children who survive you and if a child does not survive you, then to that child's issue.
If you are not married, you want your personal representative under your Will, the agent under your Durable General Power of Attorney and your Health Care Power of Attorney to be one or more of your children in succession.Unless you tell us otherwise in writing, the order of service by your children will be the same order that you list your children on the information that you need to download, fill out and return.
If you are married, you want your spouse to be your personal representative under your Will, agent under your Durable General Power of Attorney and your Health Care Power of Attorney.If your spouse is unable to serve, then you want it to be one or more of your children in succession.Unless you tell us otherwise in writing, the order of service by your children will be the same order that you list your children on the information that you need to download, fill out and return.
You do not suffer from any current disabilities that may impact your ability to take care of yourself either now or in the future.
The same applies to your spouse, if you are married.
You have no minor or disabled beneficiaries.
You acknowledge that this is not a comprehensive estate plan and will not avoid probate or estate taxes, if there are any; nor will it necessarily prevent or substantially mitigate the need for a guardianship or conservatorship, if you become incapacitated; although, it may do so.
You acknowledge that the work is not designed to protect your assets from your creditors, i.e., you are not engaging in asset protection planning.
Filling out the information is preliminary to our work.The client-lawyer relationship is not established until The Law Office of Michael J. Howell, P.A. also agrees to represent you and receives payment called for herein.
You must pay for the fees for the economy services, at the time that you sign this document and return it along with the other requested information.
If payment is received and The Law Office of Michael J. Howell, P.A does not agree to represent you, then the amount paid will be promptly refunded.
Fees are considered earned at the time that we finish the documents and we email them to you.
This service includes one meeting for up to 1 hour, as needed, to sign your documents. If more than one hour or more than one meeting is needed, then there will be an additional charge of $150 per meeting (up to 1 hour each) which must be paid at the time of the meeting.
Any conferences after 2 are at our normal hourly rates.
The Economy Plan does not include written correspondence other than to send your documents to you or to schedule appointments. Nor does it include telephone conferences. All such services are at our normal hourly rates, which are posted on our website.
If you have questions prior to the conference to sign your documents, you should email them to us.
You are responsible for keeping all original documents in a safe place.
We do not retain any original documents.
We keep scanned PDF copies of all information that we consider relevant and this information is considered our file and our property, but will not be shared with any third party except as specifically authorized by you or as is impliedly necessary to carry out our representation.
We keep our PDF copies for 6 years after our work is completed and then they are destroyed without notification. Copies of information from our files are at our normal hourly rates.
Our work is completed when the documents are signed and given to you, but the conference to sign must be scheduled within 30 days of our emailing the documents to you; otherwise, our work is completed 30 days after we email the documents to you.
Your original documents should be kept in a climate controlled environment.
Once executed, you should never pull any of your original documents apart, nor should you ever leave them with a third party, unless it is a court, or pursuant to a court order, or possibly the register of deeds office (but only with respect to durable general power of attorney, which must be recorded to be considered durable).
Check enclosed for:
Single Person - $712.50 $_____________
Married Couple - $1,037.50 $____________
I/We have read the terms and conditions of the Economy Plan, including the downloaded documents, have filled them out to the best of my/our knowledge and ability and agree to the above terms and conditions. I/We also represent that I/we fall within the parameters listed above and that The Law Office of Michael J. Howell, P.A. may rely upon the accuracy of all information provided by me/us. I/We understand and acknowledge that if the information and my/our representations are not correct, then the Economy Plan may not be suitable for my/our situation. I/We further affirm that all requested information is being provided with this signed agreement. If the Economy Plan is for a married couple, then we have both signed below.
This website is intend for use in South Carolina, only. Although our attorneys are also licensed in Florida, this website is not intended for use in Florida.
No portion of this material should be construed as legal, accounting or financial advice. It is merely intended as general educational information and does not necessarily represent the planning that should be implemented in your particular situation.
Unless a speecific date is othewise given, all legal fees and/or special offers listed on this website are subject to change or being withdrawn at anytime without notice. However, once your appointment is made, we will honor the published fee for no less than 30 days.