MAKE THINGS EASIER FOR THE PEOPLE YOU LOVE
Minimize costs and confusion at the time of your incapacity or death.
Leave no doubt about your wishes and preserve more of your assets for your heirs.
OUR ESTATE PLANNING PROCESS
STEP ONE
Review our Estate Planning Legal Fees to ensure you are comfortable with my pricing as fees are due at your initial estate planning session.
If you have questions, SCHEDULE A 30-MINUTE CONSULTATION FOR $100
Skip the consultation and
SCHEDULE AN ESTATE PLANNING SESSION NOW TO SAVE $150 OUR ESTATE PLAN PACKAGES
STEP TWO
Once you have decided that Nicole is the right attorney for you, schedule your virtual 1 hour Estate Planning Session. Upon scheduling, you will receive a link to an intake worksheet to be completed prior to your meeting. Then, at your scheduled time, you will meet privately with Nicole, via video, or by phone.
STEP THREE
Complete your client intake worksheet. This worksheet will guide you in gathering family information and basic asset information as well as explain the documents Nicole will prepare for you. This will serve as the agenda for your session and is the only thing you'll need for the meeting.
STEP FOUR
After your Estate Planning Session Nicole will have all of the details necessary to prepare your Estate Plan. Within two weeks of your session, Nicole will send you draft documents as well as a personalized explanatory video, from her, educating you on your estate plan and providing an overview of each of your documents.
STEP FIVE
Document Signing: When it comes time to sign your final documents, you will schedule a signing appointment at our Phoenix office. Our staff will act as your notary and two witnesses. Upon completion of signing, you will take possession of the original documents and our office will keep a digital copy.
ESTATE PLANNING LEGAL FEES
Fees listed below are due at your initial estate planning session
If you have looked at my website previously, I have since raised my fees. I apologize for any inconvenience this may cause. As a small business owner, I must periodically reassess my pricing to ensure I can continue providing high-quality services to my clients. I appreciate your understanding.
PACKAGE PRICING
Will Packages
$1350 Single $1600 Couples
Packages include Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, Living Will, HIPAA Waiver, and Beneficiary Deed.
Trust Packages
$2500 Single $3000 Couples
Packages include Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, Living Will, HIPAA Waiver, Revocable Living Trust, Certification of Trust and Warranty Deed to transfer one Arizona property to the Trust. (Deeds for any additional Arizona properties will be $250 each)
Rush Fee Available for ALL services
If you skip my 30-minute phone consultation and proceed to book my initial estate plan meeting (via Zoom or phone call) to start the process, you will be eligible for a 10% discount on my packages ONLY (no a la carte options).
Educators, first responders, and military are welcome to enjoy a 15% discount on any of my services. Please note that these discounts cannot be combined.
A LA CARTE PRICING
Wills ONLY
$650 Single $800 Couples
A Last Will and Testament is a written document with instructions for disposing of assets after death. A will can only be enforced through the probate court.
Financial Power of Attorney
$350 Single $450 Couples
Health Care Power of Attorney, Living Will & HIPAA
$450 Single $550 Couples
Trust ONLY
$1600 Single $1800 Couples
This would include Last Will and Testament, Revocable Living Trust, and Certification of Trust but would not include powers of attorney or Deed(s)
Amendment to Existing Trust (ONLY)
Fees for an amendment can vary and would be based on the extent of the amendments. This would not include any amendments to powers of attorney. Typically, the fees for the Will or Trust Packages will apply for estate plans over 10 years old and/or out of state.
Deeds
$350 and additional deeds $250
ESTATE PLANNING SERVICES
ESTATE PLANNING DOCUMENTS
Last Will and Testament: A written document with instructions for disposing of assets after death. LEARN MORE
Durable Power of Attorney: A legal document that gives another person full or limited legal authority to sign your name on your behalf in your absence. Valid through incapacity. Ends at death. LEARN MORE
Health Care Power of Attorney: A legal document that lets you give someone else the authority to make health care decisions for you in the event you are unable to make them for yourself. Also called a health care proxy or medical power of attorney. LEARN MORE
Living Will: A legal document that states you do not wish to be kept alive by artificial means when the illness or injury is terminal.
HIPAA Waiver: This document allows your health care providers to discuss any aspect of your medical information with those individuals you give such authority.
Revocable Trust: A trust in which the person setting it up retains the power to change (revoke) or cancel the trust during his/her lifetime. It holds assets for the benefit of certain other persons or entities. LEARN MORE
Certification of Trust: A shortened version of a trust that verifies the trust’s existence, explains the powers given to the trustee, and identifies the successor trustee(s). Does not reveal any information about the trust assets, beneficiaries, or their inheritances.
Deed: Document that allows you to transfer title to real estate. With a warranty deed, the person guarantees that the title being transferred is clear (free of any encumbrances).
WHICH DOCUMENTS DO YOU NEED?
YOU NEED A WILL IF:
- You have minor children for whom you want to name a guardian.
- You want to ensure that when you pass away, your assets go to your spouse and not your children from a prior marriage.
YOU NEED A DURABLE GENERAL POWER OF ATTORNEY IF:
- You want to avoid a guardianship proceeding if you are incapacitated.
- You want to give your loved ones control of your finances if you are incapacitated.
- You have a college-age child and you want to be able to legally handle their finances now that they have reached adulthood.
YOU NEED A HEALTHCARE POWER OF ATTORNEY IF:
- You want to disclose your choice to be buried or cremated, as well as any special wishes regarding your final disposition.
- You want to clarify your wishes and intentions regarding organ donation.
YOU NEED A LIVING WILL IF:
- You want to make your wishes clear so your family doesn’t have to decide if they should take you off life support if you’re terminal.
YOU NEED A TRUST IF:
- You want to ensure your beneficiaries don’t receive their inheritance in one lump sum.
- You want to avoid probate for your loved ones.
- You want to prevent your spouse from changing the plan you created together.
- You have real property in multiple states.
A FEW FACTS FOR MARRIED COUPLES TO KEEP IN MIND
- All spouses need a power of attorney to avoid issues handling financial accounts and assets on behalf of their spouse.
- All spouses who have children from a prior marriage need a will to ensure their spouse inherits everything.
- All married couples need a living will to prevent family members arguing over whether to “pull the plug.”
- All married couples could have a probate in another state if assets are not titled in a trust.
- All married couples with minor children need a will to designate guardians, otherwise a judge will make the decision.
Also, while I have served the LGBT community before the legalization of same-sex marriage in Arizona in 2014 and nationally in 2015, since that time I’ve seen a steep decline in same-sex couples seeking estate planning services. Same-sex couples, do not assume marriage affords you rights that render an estate plan unnecessary. Unfortunately, this assumption is false and makes same-sex couples more vulnerable now than ever before.
ESTATE PLANNING IS AN IMPORTANT STRATEGY
FOR EVERYONE, NO MATTER AGE OR WEALTH.
If you leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult.
That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.
If you don't make a plan while you're alive and able, state law will decide for you after you're gone.
Take your first step toward peace of mind for your loved ones today.
CLIENT REVIEWS
Nicole Pavlik is an outstanding Phoenix estate planning attorney. Yes, I have had more than one experience with estate planning attorneys. I am so glad we found Nicole to assist my son and I with our estate planning.
Nicole is Professional but not stuffy, responsive, and provides everything you need to get it done right the first time. Her office staff is simply amazing!
I highly recommend contacting Nicole to see how she can help you!
- Vicki Hilb
We had an excellent experience working with Nicole's firm on our wills and estate planning.
We were able to provide all our information online, and have conference calls to review details and discuss options. Once we had documents to sign, we were able to safely go to Nicole's offices to do that. All the finalized documents were provided to us in both paper and electronic format. This could not have gone better.
We will definitely be using Nicole for any future legal needs!
-Suzanne Adnams
Nicole prepared an estate plan for my wife and I as well as another family member.
As we learned through the process there are multiple parts to an estate plan, and it can seem overwhelming. However, Nicole has all the components well organized, and was always available to answer questions and provide clarification if needed. She kept the entire process moving forward, us informed, and explained the legalese in laymen terms so we never felt confused.
We are extremely satisfied with the final product and highly recommend Nicole; she is an excellent attorney and just a very nice person.
-Danny Gunn
ESTATE PLANNING RESOURCES
How a Special Needs Trust Helps Preserve Government Benefits
Families often worry about how to provide long-term support without disqualifying their child or relative from essential government programs like Supplemental Security Income (SSI) or Medicaid. That’s why a special needs trust is crucial. What Is a Special Needs Trust? A Special Needs Trust (SNT) is a legal arrangement to benefit those with physical, mental,…
Read MoreWhy You Need a Mental Health Care Power of Attorney
What happens when you can no longer speak for yourself? In many cases, you need a mental health care power of attorney (MHPOA) to help make health care decisions and leave nothing to chance. What Does a Mental Health Care Power of Attorney (MHPOA) Do? A mental health care power of attorney is a type…
Read MoreDoes Probate Fall Under Estate Planning?
You may hear the term “estate planning” and immediately think of trust funds from ultra-wealthy individuals. However, the truth is much more commonplace. So, does probate fall under estate planning, and if so, how? If you have a bank account, car note, or even a modest mortgage, you have an estate. And unless you plan,…
Read MoreLiving Wills vs. Final Disposition Instructions: What’s the Difference?
It’s easy to get overwhelmed by legal terminology when planning for the unexpected. One common area of confusion is telling the difference between living wills vs. final disposition instructions. Both are crucial to an estate plan, but each serves a different purpose. Let’s explore this distinction. What Is a Living Will? A living will is…
Read MoreHow Do I Hire an Estate Lawyer?
Planning for the future means protecting the people you love. It also means making sure your wishes are honored, even when you’re no longer able to voice them. But how do I hire an estate lawyer who’s qualified and fit for my needs? Let’s discuss. What Is an Estate Lawyer An estate lawyer is a…
Read MoreMust-Have Legal Documents in Phoenix
Safeguarding assets, ensuring medical decisions align with your wishes, and providing for your loved ones means having the essentials in place. In Phoenix, legal documentation preparation isn’t just about paperwork. It’s about protecting your rights, property, family, and future. The right legal documents in Phoenix can significantly affect life planning and spell the difference between…
Read MoreUnderstanding Prenuptial Agreements in Arizona
Prenuptial agreements are an empowering aspect of marriage for many couples in Arizona. While some may view them as pessimistic, these agreements can provide legal clarity and peace of mind. The benefits of prenups in Arizona have gained attention as more individuals recognize the importance of securing their assets and defining their responsibilities in advance.…
Read MoreEstate Planning for New Parents in Phoenix
Becoming a new parent is a joyous and transformative experience. Amidst the excitement and adjustments, it’s crucial to consider the future well-being and security of your family. Estate planning for new parents may not be the first thing on your mind, but it is an essential step to ensure that your loved ones are protected. …
Read MoreUnderstanding the Benefits of a Revocable Living Trust in Arizona
As you plan for your future and work to protect your assets, you’ll likely come across a revocable living trust as an important estate planning tool to consider. Often underutilized, these flexible trusts offer significant advantages over relying solely on a will when passing on your legacy in Arizona. So, what’s a revocable living trust,…
Read MoreSetting Up Healthcare Power of Attorney in Arizona
As we get older or face serious health challenges, it’s important to have our end-of-life and medical wishes clearly documented. One key legal document to have in place is a healthcare power of attorney. A person who is elected to be a healthcare power of attorney can ensure your preferences are honored if you become…
Read More
PROTECT YOUR WISHES & PLAN FOR YOUR FUTURE WITH TAILORED LEGAL SOLUTIONS
© 2014-2022 Nicole Pavlik Law Firm