THREE LEVELS OF PLANNING

Estate planning at Carr Law is not one-size-fits-all. We offer 3 levels of planning to suit your varying needs. From starter plans designed for families with young children and modest financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

Depending on what you need, our fees range from $1,500 for a married couple with kids who are not focused on keeping the family out of court, up to $7,500 for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process. It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.

We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Life and Legacy Planning Session, we will review the 3-planning-levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.

There truly is no one-size-fits-all choice. We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.

PERSONALIZED SERVICE

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.

We represent families throughout varying stages of life:

traditional two parent families or single parents wishing to provide for and protect their children and themselves;
unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
blended families negotiating the challenges of creating new relationships with varying expectations
families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance
high net worth families seeking strategies for minimizing estate and income taxes
estate executors and beneficiaries navigating the court process of probate administration
family members or trustees carrying out the legacy left behind through a trust administration

ENSURE YOUR PLAN IS CURRENT

Your plan needs to evolve with you as your life changes and as the law changes.

Included with all of our plans, our clients can review their plan FREE every three years. This helps ensure that your plan is up to date with the law, and that any major life changes are properly reflected in your plan, so it will continue to work throughout your lifetime.

You can also call us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees.

Plus, we keep all of our clients updated about changes in the law and issues that might affect your life.

We often serve the whole family and multiple generations of the same family.

From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.