Comprehensive Estate Planning
Fully customizable for every estate planning need, Ampersand Law’s comprehensive service offers the most flexible option for getting an action plan and the necessary documents in place. This includes an initial consultation, the drafting of the necessary estate plan documents, revisions, and an appointment to execute the documents.
The fees noted below are the base/starting rates and are subject to increase based on the specific needs of the client(s).
Will Packages
Individual without minor children: $1,000* / Couple: $1,500**
Documents included: will, durable general power of attorney, health care power of attorney with advance directives (living will)
Individual with minor children: $1,300* / Couple: $1,950**
Documents included: will with testamentary trust, durable general power of attorney, health care power of attorney with advance directives (living will), guardianship nomination
Revocable Living Trust Packages
Individual without minor children: $2,000* / Couple with joint trust: $3,000** / couple with individual trusts: $4,000**
Documents included: revocable living trust, pour-over will, durable general power of attorney, health care power of attorney with advance directives (living will), sample/suggested asset funding plan for the revocable living trust
Individual with minor children: $2,500* / Couple with joint trust: $3,750** / couple with individual trusts: $5,000**
Documents included: revocable living trust, pour-over will, durable general power of attorney, health care power of attorney with advance directives (living will), guardianship nomination, sample/suggested asset funding plan for the revocable living trust
*BASE/Starting RATES for individuals. Subject to increase based on the specific needs of the client.
**BASE/Starting RATES for couples with substantially similar documents. Subject to INCREASE based on the specific needs of each client.
Powers of Attorney Package
Great for young adults headed off to college and/or moving away from home for the first time and others who already have Wills (or aren't quite ready to take that on right now). This package includes:
A brief (15 minute) consultation via Zoom video conference to discuss the documents and the decisions required;
Creation of the Health Care Power of Attorney with Advance Directive for a Natural Death ("Living Will") and HIPAA Release, and the Durable General Power of Attorney (for finances, property, and legal rights/obligations); and
Signing appointment to execute the documents (in-person, witnesses and notary services included, conducted with COVID-19 precautions).
Fee: $400.00 (per person). Please note: the fee for this service applies even if fewer documents are needed.
Individual Services
For those who already have some documents in place and need to add or replace one or two, Ampersand Law’s individual services offers an “a la carte” option for estate planning. Please contact Heather for more information.
“Heather was absolutely amazing in assisting me in getting my will & other necessary documents put together. She was very patient, offered great guidance, and was excellent at explaining anything I wasn’t understanding. I felt as if I was her one and only client - as the attention and customer service - not to mention legal & professional abilities - were simply top-notch. I would absolutely recommend Ampersand Law to anyone needing a will and supporting documents.”
Community Events
Attorney Heather Hazelwood wants people to know that estate planning is for EVERYONE. On occasion she hosts workshops to help those in the community understand the estate planning process and why everyone needs an estate plan. Check out the calendar below to find out where Heather will be next. Information on events that are open to the public will be announced in the Ampersand Law newsletter (join here) and social media (follow along on Instagram, Twitter, and Facebook).
Heather is also available to speak to groups, businesses, and organizations throughout the Triangle Area. If you’re interested in having Heather present to your organization, please reach out to her at heather@ampersand-law.com.
“I cannot sing Heather’s praises highly enough. Through the entire process, Heather was understanding, clear, and diligent. Heather struck us a genuinely kind, honest, and knowledgeable person. She’s whip-smart, funny, efficient, and just an overall joy to work with.”