Your Trusted Partner in Estate Planning.
The Services
Below are the most commonly requested estate planning packages.
For a complete list of services, please refer to The Fees section of this site.
Starter Plan
For young adults moving away from home for the first time, as well as individuals who already have a will but need to update their financial or health permissions:
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Durable/Financial Power of Attorney
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Health Care Power of Attorney
Essential Estate Plan
This is for individuals seeking the basics: three essential documents every adult should have:
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Last Will & Testament
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Durable/Financial Power of Attorney
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Health Care Power of Attorney
Comprehensive Estate Plan
An estate plan more tailored to your specific needs, including but not limited to
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Revocable Living Trust
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Pour-Over Will
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Durable/Financial Power of Attorney
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Health Care Power of Attorney
Estate Plan Review
As your family dynamics, your wishes, or circumstances evolve over time, it is important to reassess your estate plans every three to five years, or sooner if a major change occurs. This process should involve reviewing your current documents and having a consultation to discuss any necessary updates or amendments.
The Process
To begin the estate planning process, you may request a consultation below. We will schedule a telephone or video call to discuss your needs and whether I am able to represent you.
Once confirmed, you will be asked to sign an engagement letter that explains the services and provide online payment for those services. You then will be directed to complete a detailed questionnaire.*
Based on the information that you provide through the questionnaire, I will prepare a draft of your estate planning documents. We will schedule a second telephone or video call to explain the documents, answer your questions, and make any necessary revisions.
During this meeting, we will finalize your documents and I will send them to you for execution. Your documents are not effective until signed by you in the presence of two disinterested witnesses and a notary public. You will be responsible for executing the documents that I prepare for you.
*If the questionnaire reveals that your legal needs are more complicated than anticipated, and you want to address those needs in a more comprehensive way, you may choose to upgrade your package and apply the fee already paid towards the additional service(s).
Schedule a Consultation
Complete the request form, and the attorney will contact you within two business days to schedule a telephone or video call.
Complete the Intake Questionnaire
Complete the online questionnaire.
It is extensive, but it is designed to ensure we cover all the critical aspects of your estate plan and tailor it specifically to your needs.
Get Your Estate Planning Documents
The attorney will prepare your documents, then review them with you to address any questions you may have.
The Fees
Provident Estate Planning is committed to providing personalized and compassionate estate planning services tailored to your unique needs. Below are the base rates for the services Provident provides. “Individual” rates are based on typical scenarios. “Married couple” rates are for couples with substantially similar documents. All rates may vary depending on the complexity of your estate planning needs. Consultations to discuss your specific needs are available by appointment and consultation fees are credited toward the total cost upon signing of a letter of engagement. Payment plans are available upon request.
