Concierge Flat Fee Estate Planning

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Concierge service is about more than documents. Its about creating an ongoing attorney/client relationship, with added benefits that comes along with having an attorney "on speed dial." These benefits include being able to ask questions, get advice, or consult with your attorney, long after your documents have been completed, at no additional cost to you - even if the legal matter at issue has nothing to do with estate planning! Your attorney will be there for you, when you need him, because we believe that life doesn't always happen between 8:00-5:00.

For the clients who are seeking to establish a relationship like this, the Law Offices of Brent Williams-Ruth offers flat fee packages that will be right for every situation from the Last Will & Testament and Healthcare Advanced Directive to the creation of complex Trusts - that keeps an open line of communication going for as long as it is needed. 

 

The Basic Estate Planning Package that is created under this relationship is as follows: 

1) Last Will & Testament

2) Personal Property Memorandum (for distribution of tangible property)

3) Financial Power of Attorney

4) Healthcare Power of Attorney

5) Advanced Directive / Living Will

6) Summary of Assets and Liabilities

7) Final Instructions to the Family

8) A Special Needs Trust for clients who have family members that need one

To learn more about this level of service and attorney-client relationship, please contact us to discuss.

As we mentioned on our home page, know that our office is committed to service and looks for ways to ensure that money should not get in the way of obtaining legal services from the people you want to work with. We are committed to working with our clients to find ways to make things come together for our mutual benefit.

In addition to the Basic Estate Planning Package, Law Offices of Brent Williams-Ruth can help in the creation of Family Trusts, Special Needs Trusts, Spousal Trusts, and other forms of estate planning management. It should be noted that Washington is not a "trust preferred" jurisdiction. This means that the vast majority of clients can have all of their needs met through the creation of a properly drafted Last Will and Testament. 

 

Let’s talk about you. For a free phone consultation to discuss your needs, please email info@Williams-RuthLaw.com or call 253.285.7751.

© 2021 Law Offices of Brent Williams-Ruth. All Rights reserved

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