At the Law Office of Neil Thompson, we offer package pricing on all the necessary estate documents. Packages that meet the needs of unique families and varying budgets. We give you a price of various packages, YOU pick the package and price that meets your needs. Our service is flat rate priced, and you never receive another surprise bill.
Basic Will based Family Plan
For individuals and families just starting out in life with few assets and on a tighter budget.
- Last Will and Testament (Basic Will, no trust provisions)
- Statutory Power of Attorney
- Health Care Directive
- Review your estate plan every three years and/or after life-changing events
- Electronic Storage of all estate planning documents.
Enhanced Will based Family Plan
- Last Will and Testament (testamentary trust, tax, special needs provisions)
- Statutory Power of Attorney
- Health Care Directive
- Transfer on Death Deed & Filing (one)
- Review your estate plan every three years and/or after life-changing events
- Electronic Storage of all estate planning documents.
Trust Plan
For individuals and families with children, with developing assets, wanting to protect children, provide during life planning, provide for special needs children and spouses, and asset protection trusts.
- Revocable Living Trust
- Pour Over Last Will and Testament
- Special Needs or Asset Protection Trust, if needed
- Certificates of Trust
- Health Care Directive
- Health Care Instructions to Health Care Agents
- Minnesota Statutory Power of Attorney
- Durable and/or Springing General Power of Attorney
- Instructions on how to fund (move your assets) your trust
- Review your estate plan every three years and/or after life-changing events
- Electronic Storage of all estate planning documents.
Wealth Plan
For individuals and families with children/grandchildren, wanting extensive asset protections, protecting children, providing during life planning, providing for special needs children and spouses, Medicaid/Medical Assistance Planning. Elder planning for nursing homes and assisted living. Asset Protection trusts.
- Pour Over Last Will and Testament
- Revocable (Living) Trust
- Irrevocable Trust, if needed
- Special Needs Trust, if needed
- Medicaid/Medical Assistance Planning and Medicaid Trusts, if needed.
- Certificates of Trust
- Health Care Directive Long Form
- Health Care Instructions to Health Care Agents
- Minnesota Statutory Power of Attorney
- Durable and/or Springing General Power of Attorney
- Our office will prepare and complete the asset transfers necessary to fund the Trust
- We work extensively with your Financial Planner and Accountant
- Review your estate plan every three years and/or after life-changing events
- Electronic Storage of all estate planning documents.
If you or a loved one need an experienced Minnesota attorney to manage your simple or complex estate plan, elder law needs, or to create a cabin trust, it’s time to contact Neil Thompson, Attorney at Law at his Bloomington/Minneapolis law firm. We welcome you to contact us to learn more about how we can help meet your legal needs.
Call us today at 612-246-4788 or contact us through this website to get started.