You Need an Estate Plan and Now Is the Time
If you don’t have an estate plan, then you need an estate plan, and there’s never been a better time to get that done! We’re offering a basic estate plan for a couple for only $750, with a Transfer on Death Deed for an additional $200. Attorney Ray Kerlick describes this offer and talks about what’s included in the estate plan. Call 800-929-1725 to make an appointment now!
Summary of the Why You Need an Estate Plan Video
– – Hi this is Ray Kerlick from Wadler, Perches, Hundl, and Kerlick, and I’m here in our Fulshear offices today to talk a little bit about the estate planning services that we provide in this office.
We certainly hope that you give us a call to take advantage of the package that we’re offering today. It’s a $450 [now $750] simple estate planning package that provides for a married couple, wills for both of you, a statutory durable power of attorney, a medical power of attorney, an advance directive, and a HIPAA release and authorization.
These documents are the basic documents that will allow you to avoid some of the scary situations that could be left behind if you fail to make these preparation in advance. Most of the time we wonder why is it that people don’t have these documents together, and I think the answer is, A, they think it’s too expensive, B, they think it’s too time consuming, and C, it’s just not a subject that most people want to talk about. We all need an estate plan and if you make an appointment and visit with us, we can describe why an estate plan can help you.
So hopefully today I can help answer each of those questions and get us to that first appointment, at which time I think you’ll find we can answer most of the questions that you have, allow you to come up with a plan that will fit your needs as well as your family’s needs, and basically avoid the entanglement you might have or your loved ones might have after you’re gone.
So first of all, the price. For right now until October 1st of 2018, we offering a flat fee package at $450 for a couple. Can’t beat that price if you need an estate plan. [This basic estate plan is still only $750, and it’s available at all of our offices — Fulshear, Richmond, Wharton, and El Campo.]
The second is the length of time involved in the process. Again, what we’re trying to aim for is basically to have an initial meeting, followed by some follow up and a final meeting and execution of the documents within a two to four week period, and so far we’ve been pretty successful with that.
And then finally, the scary part. So to me the scary part of this is not necessarily that we have to think about our own mortality, but rather we have to think about the loved ones that we will have left behind, and what kind of financial and emotional and mental burden we may leave on them, if we leave them in a situation where decisions are being made at a crisis point, instead of with a time to reflect and think about how we really want things to be handled after we’re gone. I can go into and we’ll be going into some of the details of the documents that I just mentioned, but the first step is basically, make an appointment today.
Come in and see us and sit down and hopefully we can have a discussion about what your needs are and how w e can help you fulfill those needs, both before you’re gone and after you’re gone. Thank you.
Call 800-929-1725 for an appointment! This offer is only valid until October 1, 2018 and only at our Fulshear Texas Office. [This basic estate plan is still only $750, and it’s available at all of our offices — Fulshear, Richmond, Wharton, and El Campo.]