Estate Planning

TAX PLANNING: Custom Tax, Estate, & Retirement Plans are guaranteed to save taxes for either individual tax plans or for family-owned business tax plans! Email finadvice@ancur.biz for the TAXREDUCER.

ANCUR, Inc. seeks to assist and guide you through leaving a legacy for the people and causes that matter most to you. ANCURINC is your TAXREDUCER!

Estate Planning: Trusts, Wills, POAs, and Notary Services

Basic Will Package

Pricing Varies

  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Cloud Storage and Sharing
$450 – $900

Trust Package

Individual/ Married

  • Basic Will Package, PLUS
  • Revocable Living Trusts
  • Certification of Trust
  • Pour-Over Wills
$1,300-$1,400

Additional Costs: Real Estate Retitling – $150 (Online service per property)

DOWNLOAD PRICING GUIDE

Estate Planning Steps

  1. Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
  2. Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
  3. Document Creation (2 weeks): Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office to be reviewed, signed, and notarized during your follow up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
  4. Execution and Funding: We will work with you to make sure your estate plan is executed and funded.

DETAILED PRICING GUIDE

Jan 2023

with

ANCUR, Inc.

Basic Will Package

Individual

Due up front ……….. $250
Due at delivery …… $250
Total ……………………… $500 includes Financial Power of Attorney and Health Power of Attorney

Married

Due up front ……….. $500
Due at delivery …… $500
Total ……………………… $1000 includes Financial Power of Attorney and Health Power of Attorney

Trust Package

Individual or Married

Due up front ……….. $700
Due at delivery …… $700
Total ……………………… $1400

Standalone Notary Services for Business Use: $5.00 per page

DOWNLOAD PRICING GUIDE

CALL US FOR MORE INFORMATION! Pricing is subject to change.
423-541-3587 || 423-228-7952

Advisory services are offered through a partnership with Bigham Wealth Advisory, an Investment Advisor in the State of Tennessee and ANCUR, Inc., Service Management with Insurance products and services offered through Bigham Insurance Advisory, an affiliated company.