On Marriage and Combining Lives With Your Partner
Planning for the future is one of the most caring decisions you can make. It ensures your loved ones are protected and your wishes are honored.
Benefit of estate planning
Benefit of estate planning
Benefit of estate planning
Are You Ready to Plan?
Subtext here about the quiz activity that will help determine “readiness” score OR help match you to an appropriate service
Plan Design. Simplified.
Personalize a framework. Implement it. Feel better.
ESSENTIALS FRAMEWORK
Put your wishes in writing with fundamental protections for you and your loved ones.
$1,300
Base Fee
Planning for incapacity
Expressing end-of-life wishes
Protecting minor children (+$450)
Naming your executor
Transferring modest estates
Caring for pets
Will
Power of Attorney
Medical Directives
HIPAA Waiver
Best practice guidance, digitally stored copies, periodic check-ups upon request, and 1 free postmortem fiduciary meeting
PAT
FRAMEWORK
Turn to a Probate Avoidance Trust (PAT) for privacy and to transition your estate smoothly.
$3,050
Base Fee
Enhancing incapacity plan
Minimizing or avoiding probate
Holding non-NC real estate
Transferring unique assets
Maintaining privacy
Sidestepping an estate contest
Everything in Essentials, plus:
Revocable Living Trust
Assignment of Personal Property
Personal Property Memorandum
Trust Funding Instructions
LEGACY
BUILDER
Accommodate more moving parts and wider interests when needed.
$6,000+
Base Fee
Tax minimization
Business interests
Bitcoin/crypto
Blended families
Asset protection
Future-proofing
Everything in PAT, plus:
Customizations based on your circumstances and interests
ESSENTIALS FRAMEWORK
Put your wishes in writing with fundamental protections for you and your loved ones.
$1,950
Base Fee
Planning for incapacity
Expressing end-of-life wishes
Protecting minor children (+$450)
Naming your executor
Transferring modest estates
Caring for pets
Will
Power of Attorney
Medical Directives
HIPAA Waiver
Best practice guidance, digitally stored copies, periodic check-ups upon request, and 1 free postmortem fiduciary meeting
PAT
FRAMEWORK
Turn to a Probate Avoidance Trust (PAT) for privacy and to transition your estate smoothly.
$4,575
Base Fee
Enhancing incapacity plan
Minimizing or avoiding probate
Holding non-NC real estate
Transferring unique assets
Maintaining privacy
Sidestepping an estate contest
Everything in Essentials, plus:
Revocable Living Trust
Assignment of Personal Property
Personal Property Memorandum
Trust Funding Instructions
LEGACY
BUILDER
Accommodate more moving parts and wider interests when needed.
$6,000+
Base Fee
Tax minimization
Business interests
Bitcoin/crypto
Blended families
Asset protection
Future-proofing
Everything in PAT, plus:
Customizations based on your circumstances and interests
Estate Planning with Allen
“Years ago, my father suffered a stroke. He passed a couple of years later. Looking back, we weren’t as prepared as we could have been, and it made a tough situation tougher. That experience shapes how I show up for my clients today.
As a husband and father, raising two daughters with my wife Hillary, I’ve planned for our family’s future, and I’d love to help you do the same for yours.”
Allen Starrett
Founding Attorney
FAQs
Discover answers to your most pressing estate planning questions and gain clarity for your future.
What is estate planning?
Estate planning is the process of arranging for the management and distribution of your assets after your death. It ensures that your wishes are honored and can provide peace of mind for you and your loved ones. This planning can include wills, trusts, and other legal documents.
Why do I need it?
Having an estate plan is essential to protect your assets and provide for your family. It minimizes potential disputes and ensures your wishes are followed. Without it, state laws will determine how your assets are distributed.
What are the costs?
The costs of estate planning can vary based on the complexity of your situation and the services you choose. Basic wills may be less expensive, while trusts and comprehensive plans can require more investment. It’s important to discuss your needs with a professional to understand the potential costs.
How often should I update?
You should review and update your estate plan every few years or after significant life events such as marriage, divorce, or the birth of a child. Changes in laws can also impact your estate plan. Regular reviews ensure that your plan remains aligned with your current wishes and circumstances.
Can I do it myself?
While it is possible to create a basic estate plan on your own, it is often advisable to seek professional assistance. Legal complexities can arise, and a qualified attorney can help ensure that your documents are valid and comprehensive. This can save you time and potential issues in the future.
Everyday Estate
Planners
A wall of love from some of our kind clients.
“I highly recommend Allen for your estate planning, being patient and thorough with any questions I had. Although it’s often dreaded, the process was very positive. Kudos to his team!”
Murrill S.
“Allen and the team were phenomenal to work with. We had all our questions thoroughly answered and felt like we were truly valued and cared for during the estate planning process. Highly recommend!!!”
Matt M.
“Going through the process of doing a will, trust, POA, etc. is never easy. Allen and his team were patient, knowledgeable, and walked us through every step. I would highly recommend this team!”
Amy N.
“Allen made the process a breeze! From start to finish he was professional, timely, and always happy to answer questions for us.”
Joshua R.
“Allen was fantastic to work with. He provided all the information and steps we needed to take to ensure a smooth process in preparing our documents. With so much to take into consideration, Allen made everything manageable and an easy lift on our side.”
Lauren L.
“We were extremely thankful to have Allen navigate us through the estate planning process. He operated with care, precision and efficiency to help us achieve our family objectives.”
Scott P.
“Loved working with Allen to revamp our estate plan. He’s responsive, courteous, and everything went smoothly. Highly recommend!!”
Craig R.
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