Estate Planning
Protecting Your Legacy and Loved Ones
Estate planning is the process of legally organizing how your assets will be managed, preserved, and distributed after your death or incapacitation. Through tools like wills, trusts, powers of attorney, and beneficiary designations, you ensure your wealth passes efficiently to heirs while minimizing taxes, probate costs, and family disputes.
Without a plan, state laws dictate asset distribution (which may not reflect your wishes), and your family could face lengthy court battles or unnecessary tax burdens. Proper estate planning also provides for minor children, protects assets from creditors, and can even include charitable giving, giving you peace of mind that your legacy is secure.
Key Benefit: Trusts can avoid probate entirely, ensuring privacy and faster access to funds for beneficiaries.
*(Example: A revocable living trust could spare your family a 6-12 month probate process and 5%+ in legal fees.)*
Act Now: Estate plans aren’t just for the wealthy—anyone with assets, dependents, or specific wishes needs one.
💡How do you want to be remembered?
(865) 465-9811
jay@chalkmoney.com
All Chalk Money Estate Plans are Attorney-Written and customizable to suit your needs
Last Will & Testament — $1,399
This includes a Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, an Attorney assigned to file, printed documents with a binder and tabs, cloud storage and sharing, free annual reviews, and free amendments for the first year.
Revocable Living Trust (RLT) — $3,145
RLTs avoid probate and allow for changes after creation. This includes a Revocable Living Trust, Certification of Trust, Pour-Over Will(s), Comprehensive Transfer Document (funding), Community Property Agreement (varies), Schedule of Assets, Financial Power of Attorney, Healthcare Power of Attorney, an Attorney assigned to file, printed documents with a binder and tabs, cloud storage and sharing, free annual reviews, and free amendments for the first year.
Irrevocable Living Trust (ILT) — Custom Quote
Irrevocable trusts permanently protect assets while offering tax and control benefits, but cannot be changed after creation. Ideal for minimizing estate taxes, avoiding probate, and protecting vulnerable beneficiaries. Common types include ILITs (exclude life insurance from taxable estates), MAPTs (shield assets from nursing home costs), CRTs (provide income with charitable tax breaks), SNTs (preserve benefits for disabled heirs), QPRTs (transfer homes at reduced tax value), and Spendthrift trusts (block creditor claims).
Warranty or Quit Claim Deed — $349
Need to change your property from your personal or business name to the name of your trust? This Warranty or Quit Claim Deed will accomplish that.
Current Estate Plan Summary — $695
Have an estate plan, but don’t know the ins and outs of it? If you’d like to better understand your current plan with a written explanation and visuals, then this estate plan summary is what you are looking for.
Hourly Guidance — $195/hr
The first consultation is ALWAYS complimentary. Beyond that session, any further guidance will be available under this hourly guidance option. This is for work outside of the other estate plan packages, NOT in addition to.