Estate Planning

In Pennsylvania, estate planning is the process of allocating, managing, and ultimately protecting everything you own. From safeguarding properties to coming up with a healthcare plan, having a functional estate plan is vital to the wellbeing of your estate and can save your family stress should you fall ill or pass away. Without a proper estate plan, you could be putting your estate and legacy at risk.

Working with a skilled estate planning attorney to create an estate plan can keep your future safe. You may even be able to create an estate plan from the comfort of your own home through virtual legal services. 

Depending on your unique circumstances, your estate plan could involve:

  • Will. Your Last Will and Testament is one of the most important documents to ensure your assets are divided properly when you pass away. You can also use it to designate guardians for minor or disabled children.
  • Trusts. These documents are more involved than a standard will, but they offer greater flexibility and more detailed instructions for your heirs when you pass away. They also allow you to exercise control over your property and assets after becoming incapicitated or passing away.
  • Living Will. Although it shares a name with the will mentioned above, you can create a living will to outline how your health treatment should be handled if you become unable to communicate or care for yourself. 
  • Durable Power of Attorney. In Pennsylvania, this document allows you to designate someone you trust to make important financial decisions for you should you become unable to do so.
  • Healthcare Surrogate Designation. As another important document for a Pennsylvania estate plan, this designation allows for someone you trust to make healthcare decisions for you if you become incapacitated.
  • Universal HIPAA Release. This document allows your healthcare surrogate to access and share your health records if you become incapacitated and need care.  
  • Life Estate Deeds. Allocating property in Pennsylvania usually involves a life estate deed. This document keeps your property under your control before your passing and designates who will get your property after you become incapcitated or pass away.

The Law Office of Amy L. Phillips, PLLC has helped countless clients set up their estate plans and protect their future in Pennsylvania. Our office provides comprehensive accessibility for clients looking to create an estate plan by offering virtual services. We can easily assist you in drafting a will, creating powers of attorney, and transferring your property through digital collaboration. 

To get in touch with an estate planning attorney and draft an estate plan from the comfort of your own home in Pennsylvania, simply contact the Law Office of Amy L. Phillips, PLLC by phone at 412-643-3999 or click [here] to set up your first fully confidential consultation.

Estate Planning Packages

Each estate planning package includes the following documents and services: Durable Power of Attorney with Affidavit of Agent and Notices, Healthcare Surrogate Designation and Living Will with Universal HIPPA Release, in-office signing, return of your originals, and a flash drive with electronic copies.

Basic

  • Will - straightforward with outright distributors only (no trusts)
Individual: $1,100
Couple: $1,600

Intermediate

  • Will - complex, including minor’s trust or other more complicated distribution plans
Individual: $1,500
Couple: $2,000

Advanced

  • Revocable Living Trust and associated supporting documents
  • Limited Power of Attorney for Real Properly
  • One deed included; additional $150 / each
  • Trust Notebook
  • First year of Docubank membership included
  • Up to 1 hr. consultation with financial planners
  • Second flash drive with electronic copies
Individual: $2,500
Couple: $3,500

Premium

  • All of the benefits of the Advanced Plan, plus…
  • As-needed consultation with financial/tax professionals involved in your planning
  • Up to 2 amendments or changes within first year at no charge
  • Two deeds included; additional $150/each
  • Up to 2 hours continuing consultation for you or your family members
  • Free identification process for long-distance family members requesting copies of your documents
  • Pre-Long Term Care Consultation
Individual: $3,000
Couple: $4,500

Add-ons

Choose your plan, then choose any additional services.

Funding Assistance

Billed Hourly

We will assist you every step of the way in transfering your assets into a trust or changing beneficiary designations on assets for a will-based plan. Although you will have to sign beneficiary change documents, we will take care of the rest - contacting financial institutions, gathering and filling out forms, discussing the changes with financial institutions as needed, delivering all necessary paperwork to your financial institutions, and confirming changes were made properly after funding.

Kids Care Plan

$900

A detailed set of documents outlining your desires for your children if you become incapacitated or pass away while they are still minors. The plan addresses many issues that are not addressed within the limits of traditional estate planning documents, such as education, religion, and other values; temporary and permanent guardians and trustees are designated in great detail; advanced provisions within your will or trust as to succession of guardians and trustees; private statements as to your desires regarding your children’s caregivers.

Pre-Long Term Care Evaluation

$800/$950

A detailed analysis, in writing, of all of your assets and what your choices are if you need Medicaid or VA benefits in the future, plus special attention to long-term care planning issues in your estate planning documents. Your power of attorney and will or trust would be geared toward making a Medicaid application run smoothly; we would provide in-depth assistance with any probate avoidance issues; and advise you on gifting and other pre-planning tactics that may reduce your liability in the future. Also includes an hour-long follow-up consultation (in addition to your document signing meeting) to discuss the analysis and options.

Young Adult Package

$400

For adult children of current or past estate planning clients, who are ages 18 to 30, we offer a discounted package including a Combination Living Will and Health Care Surrogate Designation with HIPAA Release and Durable Power of Attorney with Affidavit of Agent and Notices to signer and agent, as well as direction on avoiding probate as they build their assets. + $300 for additional child in the same family (siblings).

Travel

$250 & up

We can execute your documents in the comfort of your own home, office, or healthcare facility if needed or desired. Travel fee includes one or two witnesses (depending on documents being signed) and notary traveling to your location. Additional details will be available to you during your consultation.

Single Documents

Base fees include: all documents, in-office signing, and return of your original documents.

Lifetime Documents Set

Durable Power of Attorney with Affidavit + Notices & Healthcare Surrogate Designation + Living Will + Universal HIPPA Release

Individual: $500
Couple: $750

Durable Power of Attorney with Affidavit and Notices

Individual: $300
Couple: $450

Healthcare Surrogate Designation and Living Will with Universal HIPPA Release

Individual: $300
Couple: $450

Last Will & Testament - Simple

with outright distributions

Individual: $500
Couple: $750

Last Will & Testament - Complex

with complicated distribution or minor’s trusts

Individual: $700
Couple: $1,000

Enhanced Life Estate Deed or Quit Claim Deed

(includes recording fee up to $30)

$225 with estate planning package
$300 without estate planning package

Codicil or Trust Amendment

(depending on complexity and number of sections revised)

$300-500+