The Services Provided by The Law Office of Kelly T. Braun, PLLC
Wills, Trusts, Powers of Attorneys, Deeds

Services Offered

New Estate Plans

Don't feel alone or embarrassed if you have not gotten around to making an estate plan or don't even know what it's about.

An estate plan for each person is different, but the process is generally the same. Contact Kelly to get started today.

Existing Estate Plan Updates

Once a plan is in place, it is important to review those documents every 2 -4 years or sooner if you have moved or gone through any major life changes, such as a birth, death, incapacity, children becoming adults, family falling out that impacts your plan, etc.)

Schedule an estate plan review today to find out if an update is necessary.

Probate / Estate Administration

A common goal of most estate plans is to avoid probate and have your estate administered without court involvement (and costs). Unfortunately, that does not always happen.

If you need help with Probate, are unsure if Probate is necessary, or may need assistance with Trust Administration, contact Kelly to discuss your situation.

Estate Plan Services of The Law Office of Kelly T. Braun

Kelly provides expert guidance to help clients organize their assets, protect their legacy, ensure their wishes are carried out to prevent costly mistakes and offer peace of mind for the future.

Key services of The Law Office of Kelly T. Braun include:

Drafting Essential Documents: Wills, trusts, (ladybird) deeds, powers of attorney, and healthcare directives
Customized Planning: Tailoring solutions for unique situations.
Probate Avoidance: Planning to keep your family and estate out of court.
Asset Protection: Shielding beneficiaries assets from creditors or lawsuits.
Probate Assistance: Guiding families through probate and estate administration.
Plan Reviews: Updating documents to reflect life changes or legal updates.

WILL

REVOCABLE LIVING TRUST

POWER OF ATTORNEY

MEDICAL DIRECTIVE / HEALTHCARE POWER OF ATTORNEY

DEEDS

Estate Plan Cost

One size may fit most, but it does not fit all, so the cost of an estate plan depends on a number of factors (maritial status, family size, family dynamic, asset distribution, business interests, guardian appointment for minor, complexity of the plan, etc.), which are discussed at your initial meeting. Estate plans are usually charged as a flat fee - the range for an individual estate plan is between from $875 - $2500+ and for a couple between is $1475 - $3750+.

Remember that the fee you are quoted includes more than just the documents. You also get to work with someone that listens to you, does not pass your file to an associate, and takes her time to make sure that you understand what all this paper means for you and your family!

Your fee covers (2-3) :30-:45 minute meetings (via Zoom, conference call and/or in-person), reasonable time to answer your questions and obtain information about your needs and concerns, the materials to create your plan, drafting of your plan, the witnesses and notary public for your documents, as well recommendations for your assets - trust funding and/or beneficiary designations, handling real estate, etc., with an eye toward avoiding probate. Typical Estate Plans include one or more of the following documents:

Will
Revocable Living Trust
Certificate of Trust
General Assignment of Property
General (Financial) Power of Attorney
Healthcare Power of Attorney with "living will" provisions
HIPAA Authorization
Tangible Property (Distribution) List
Guardian Appointment
Letter of Instruction for Guardians
(Ladybird) Deed
Property Transfer Affidavit
Memorial Guide
Funeral Representative Designation
Personal Information and Digital Asset Form

It takes approximately 2 to 5 weeks from the time you retain The Law Office of Kelly T. Braun, PLLC to receive your complete an estate plan. The initial meeting and follow-up meetings are held via Zoom or conference call. Your final signing (in-person) meeting is in Rochester, unless other arrangements are made. Meetings are conducted between 9-5 p.m. EST Monday-Friday, however, accommodations may be made for those needing "after-hours" meeting times or for alternate meeting locations.

Convenience is a great motivator! Kelly will work with you to make your planning work for you at time (and through virtual meeting options) that are convenient for you and your family.

Probate and Estate Administration

Probate, alternatives to probate, and trust estate administration can be determined after a consultation reviewing the situation, the decedent, what documents are in effect (Will, Trust, ladybird Deed, etc.), the assets that they owned, the value of those assets, etc. Generally, probate and estate administration are billed on an hourly basis, with total costs for Probate can range from $1,000 - $5,000+.

The Probate process can take anywhere from 5 months to 1+ years to complete. Contact The Law Office of Kelly T. Braun, PLLC to discuss your situation and determine what your specific situation may require.

(Ladybird) Deed Preparation

The price for deed preparation, recording, consultation, etc. is approximately $375. Contact The Law Office of Kelly T. Braun, PLLC to discuss your needs and determine the costs.

The Services Provided by The Law Office of Kelly T. Braun, PLLC Wills, Trusts, Powers of Attorneys, Deeds