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Estate Planning Packages

A Philadelphia Estate Planning Attorney You Can Rely On

Preparing for your future may seem like an overwhelming prospect. Where do you begin? What options are right for you? Do you need a will or a trust? How can you avoid having your assets taken by taxes? These are all perfectly valid questions, and each person’s estate is different and needs to be prepared for in different ways.

While your estate plan should be as unique as you are, many people can benefit from the same tools and processes that are designed to help them protect their estate and issue their final wishes in a way that’s legally binding. As a result, our Philadelphia estate planning attorney has assembled a few packages that you can choose from in order to properly prepare for your future. No matter how large or small your estate may be, these comprehensive flat-fee packages can be customized to fit your needs and give you a strong starting point for ensuring the future of you and your loved ones is taken care of.


Simple Estate Plan Simple Estate Plan

The simple estate plan is a great choice if, when you pass, you expect the value of your estate to be under the federal estate tax exemption for the year (if you’re unsure, we can help), and if avoiding probate is not a priority.

  1. Will
  2. Power of Attorney
  3. Medical Power of Attorney
  4. Living Will
$1,500 for you
$2,000 for you and your spouse or partner

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Revocable Trust Estate Plan Revacable Trust

The revocable trust estate plan is a great choice if you would like to make things as easy as possible on family when you pass. If properly administered during your life (we will go over how to do this), probate will not be necessary.

  1. Will
  2. Revocable Trust
  3. Power of Attorney
  4. Medical Power of Attorney
  5. Living Will
$2,500 for you
$3,000 for you and your spouse or partner

Get Started

Tax Reduction Estate Plan Tax Reduction Estate Plan

The tax reduction estate plan is a great choice if, when you pass, you expect the value of your estate to be more than $5.49 million (the federal estate tax exemption for 2017). We plan for tax-efficient spending during your life to reduce or eliminate federal estate tax and generation skipping transfer tax consequences.

  1. Will
  2. Revocable or Irrevocable Trusts as Necessary
  3. Power of Attorney
  4. Medical Power of Attorney
  5. Living Will
  6. Plan for Tax-Efficient Lifetime Spending
$3,500 for you
$4,000 for you and your spouse or partner

Get Started

Experience the Chestnut Hill Legal Difference

Chestnut Hill Legal is committed to your best interests, and we proudly offer compassionate and uniquely-tailored counsel that helps you prepare your estate for the future. We’re experienced in helping you avoid costly tax penalties and we can even help you orchestrate a solution for unique situations, including creating specialized trusts.

For a free consultation, call our Philadelphia estate planning attorney today at
(610) 991-7986!

Get Proactive About Your Future Start the Planning Process Today

It's never too early to prepare ahead. Connect with Chestnut Hill Legal for trusted advice on how to set your family up for success.

Schedule a Free Consultation

Turn to Chestnut Hill Legal

Where You & Your Family's Needs Come First
  1. Our attorney handles cases on a flat fee basis.
  2. We maintain open communication with all clients.
  3. Client-centered representation is what we are known for.
  4. As a tech-savvy firm, we adopt innovative practices early on.
  5. Our firm offers free and confidential consultations.
Start the Planning Process Today
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