Estate Planning for Everyone

 Estate Planning

Services

 
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Action & Accountability

No matter your needs, Ampersand Law will help create a blueprint for you to achieve your estate planning goals and take action. RIGHT. NOW. Heather’s ability to create a quality action plan and accompanying talent for follow-through ensure that your loved ones won’t be left with questions in a difficult time.


Peace of Mind

Working with Ampersand Law to create your estate plan will give you (and your loved ones) peace of mind because you can stop worrying about all those “what ifs.” Although each estate plan is customized to that person’s particular needs and specific circumstances, these are the most common documents Heather creates for her clients:

Will: Your Will is the first thing most people think of when they think about estate planning. Ampersand Law knows that, and though this isn’t the only document you need, it’s definitely a priority. A will allows you to make decisions about your property (including your home and other assets) and specify who you want to manage this process on your behalf. You can also make provisions for minor children in your will via a testamentary trust and/or a guardianship nomination. A will is a great way to begin to provide certainty, create continuity, and reduce stress for yourself and your loved ones.

Guardianship Nomination: Worried about who will take care of your kid(s) if something happens to you? You’re not alone! A Guardianship Nomination addresses this by specifying who you want the Court to appoint as the Guardian(s) of your minor child(ren) if the event the unthinkable happens. 

Health Care Power of Attorney with Advance Directives: What will happen when you need medical attention but you can’t communicate about what you want? Who will make your health care decisions? With a Health Care Power of Attorney with Advance Directives document, you can both specify who you want to make medical decisions for you and provide specific instructions about end-of-life treatment in certain scenarios. Creating this document is an act of self-empowerment that also ensures your loved ones aren’t left wondering what you would have wanted.

Durable General Power of Attorney: If you have an accident or a medical emergency or have to leave town for an extended period of time, how will the day-to-day aspects of your life get taken care of? A Durable General Power of Attorney allows you to specify who you want to manage things like making sure bills are paid, keeping your finances on track, managing your digital accounts (such as social media and email), and more. And, the “durability” of this document means it stays in place even if you become legally incompetent to manage your own affairs. 

Revocable Living Trust: You want your estate plan to be as comprehensive yet flexible as possible. You are ready to consolidate the management and control of your assets during your life and plan (or want the ability) to hand off that responsibility to someone else at a later date. You want to avoid probate (due to the public records and/or the fees or for other reasons). You have a complex family situation or are a part of a blended family. You want to reduce the chances of legal disputes over your assets after you’re gone. If at least a few of these apply to you, a Revocable Living Trust is worth considering.

For many people, estate planning is about more than just writing a Will.

For pricing and packages continue scrolling.


Heather did an outstanding job working with my father-in-law to set up a revocable trust, general power of attorney and healthcare power of attorney. Heather listened carefully and made sure he knew all of his options. She patiently guided him through the process and was readily available to answer questions.
— T.O., Durham, NC

 
 
 
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A Note About Pricing…

Working with an attorney to create an estate plan is going to cost money. There’s no way around that. But, how much? Heather believes in full disclosure with her clients and for that reason has provided starting cost information for the services below. (Starting costs subject to change based on a client’s specific needs.) It’s not common practice for law firms to publish fee information online but it’s how Ampersand Law does their work. That way your relationship can be just as transparent as it should be, right from the very start.

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Comprehensive Estate Planning

Fully customizable for every estate planning need, Ampersand Law’s comprehensive service offer 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. Starting costs for services are provided as initial estimates only and are subject to change, see * and ** below for more detail.

Will Packages

Individual without minor children: $950* / Couple: $1,425**

Documents included: will, durable general power of attorney, health care power of attorney with advance directives (living will)

Individual with minor children: $1,000* / Couple: $1,500**

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: $1,800* / Couple: $2,700**

Documents included: revocable living trust, pour-over will, durable general power of attorney, health care power of attorney with advance directives (living will)

Individual with minor children: $2,000* / Couple: $3,000**

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


Individual Services

For those who already know what they want, those who only need a document or two, and/or those who prefer a bit of DIY (and a lower cost), Ampersand Law’s individual services offers an “a la carte” option for estate planning. Please note that document pricing does not include an initial consultation, substantial revisions, or an execution appointment. Those services are available for additional fees.

Initial Consultation

Meet with Heather in-person in her downtown Durham office and learn about the estate planning process, the different options and documents available, and get her legal advice on the best way to meet your specific needs and goals. 

$150.00 (1 hour)

Wills

Individual without minor children: $300* / Couple: $450**

Individual with minor children: $400* / Couple: $600**

Guardianship Nominations

Individual $100* / Couple: $100**

Durable General Power of Attorney

Individual $150* / Couple: $225**

Healthcare Power of Attorney with Advance Directives

Individual $200* / Couple: $300**

Revocable Living Trusts

Revocable Living Trusts are only available as part of Comprehensive Estate Planning services.


*Starting cost for individuals. Subject to change based on a client’s specific needs.

**Starting cost for couples with substantially similar documents. Subject to change based on the clients’ specific needs.


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.
— K.R., Morrisville, NC

 
 
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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 here).

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.

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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.
— J.A., Durham, NC