The Law Office of Kelly T. Braun, PLLC | Wills, Trusts, Powers of Attorneys

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.

Contract Review and Drafting

Contracts, leases, employer agreements, NDAs, and other agreements can be lengthy and complex.

Contact Kelly to discuss your existing document or the details of one that you need prepared.

Details and Cost - Estate Plans

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 after your initial (complimentary) consultation. 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+. The more complex and detailed a plan is, may add additional costs to those noted above.

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!

The fee covers (2-3) meetings (via Zoom 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.

Details and Cost - Probate & 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+. Previous clients of The Law Office of Kelly T. Braun, PLLC receive a complimentary consultation to determine what type of estate administration is necessary.

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.

Details and Cost - Contracts, Deed Preparation

Contract review and/or drafting is generally charged on an hour basis. The price for deed preparation ranges from $225-$325+. Contact The Law Office of Kelly T. Braun, PLLC to discuss your needs and determine the potential costs.

The Process - Estate Plans (Wills, Trusts, Powers of Attorneys)

1

Questionnaire

Answer a comprehensive list of questions about you, your family, your assets, your concerns, and goals to help Kelly determine suggestions to address your needs.

Select the QUESTIONNAIRE on the HOME page that fits your situation.

5

Drafting

Your personalized Estate Plan will be drafted based on the information provided during our meetings. Your documents will be ready for review and signing for your scheduled Signing Meeting.

2

Consultation

After your Questionnaire is received, you will be contacted (within 24-48 hours) to schedule a consultation to discuss your Estate Plan options and costs. This is a :30 consultation.

6

Signing

Your signing meeting is the meeting to review and sign documents before witnesses and a notary, as well as to discuss beneficiary designations and/or trust funding of your assets to finalize your plan.

This is a 1:00 meeting.

3

Agreement

After your consultation, you will receive an engagement and retainer agreement to review and sign.

7

Plan in Place

Put your documents in a safe location. Let someone know where they are and how to reach Kelly when needed.

Rest assured you have planned for the future. Your family and loved ones will greatly appreciate the time, money, and effort you have put in to create a plan.

4

Meeting

After your Engagement agreement and deposit is received, there will be a follow-up meeting to discuss the details of your unique and personalized Estate Plan.

8

Review

After any major life events, 2-4 years after signing your documents, or if you just want to change something, contact Kelly for a review to update or make that you or the law may require.