Estate Planning
and Elder Law Membership Program
Welcome to our Membership Program, where your peace of mind and legal needs are our top priority. At Paths Law Firm, we understand the importance of proactive legal planning and the significance it holds in safeguarding your future and that of your loved ones.
Our Membership Program offers a comprehensive suite of benefits designed to provide you with support and guidance in navigating the complexities of estate planning and elder law.
- Priority Access for Phone Calls and Email Support
Our Priority Access ensures that as a valued member of our program, your phone calls and emails are placed at the forefront of our support queue. Here are the benefits you can expect:- Immediate Response:Your inquiries via phone or email will be addressed with the utmost urgency. We aim to respond to our priority members within 2 hours during business hours.
- Dedicated Support Line:Access to a dedicated phone line that reduces wait times and connects you directly to our specialized support team.
- Enhanced Email Support:Your emails will be flagged for immediate attention by our customer support team, ensuring timely and detailed responses.
- Unlimited Staff Time
We recognize that some cases require extensive support. Our membership offers:- No Hourly Caps:You can utilize our staff’s expertise without worrying about hourly limitations or additional costs.
- Diverse Expertise:Access to a team with a wide range of skills to support you in various aspects of your needs.
- Continuous Support:Staff will be available to assist with ongoing matters, providing consistent and reliable service.
- 4 Hours of Attorney Time Per Year
Legal support is crucial, and with our program, you’re entitled to:- Expert Legal Consultation:Up to 4 hours of time with our experienced attorneys over the year, which can be used for advice, document review, or representation discussions.
- Versatility:The time can be used in one sitting or spread out over multiple sessions,
depending on your needs. - Carry-over Option:Unused hours may be eligible for carry-over to the following year, ensuring you get the full value of your membership.
- Priority Scheduling for New Matters
When new issues arise, immediate attention can be critical:- Expedited Appointments:As a member, your new matters are given priority in scheduling, significantly reducing the wait time for consultations and meetings.
- Flexibility:We offer flexible scheduling options to accommodate your busy schedule, including early morning, and weekend appointments.
- Proactive Planning:Our staff will work proactively with you to anticipate future needs and schedule accordingly, ensuring you have timely access to the services you require.
This membership program is designed to provide you with a superior level of service and
support, ensuring that your needs are met promptly and effectively. We are committed to
offering you the peace of mind that comes with knowing you have priority access and support when you need it most.
- Unlimited Changes to Named Fiduciaries
You will have the flexibility to make unlimited changes to the named fiduciaries in your estate plan. Whether you need to update your executor, trustee, or guardian, our program allows you to make these changes without incurring additional fees. This feature ensures that your estate plan remains aligned with your current wishes and circumstances. - Digital Copies of Documents via DocuBank
Gain access to the convenience of digital copies of your important estate planning documents through DocuBank. As a member, you can securely store and access your will, power of attorney, healthcare directives, and other essential documents online. This ensures that your documents are readily available when needed, offering peace of mind and accessibility during critical moments. - Unlimited Asset Transfer Assistance
Our membership program provides you with unlimited assistance for transferring your assets into your trust or other estate planning entities. Whether you’re acquiring new assets, restructuring your holdings, or simply need guidance on the transfer process, our team is here to support you every step of the way. This feature helps streamline the management and protection of your assets according to your estate plan. - Home Refinance Deed Transfers
We provide a seamless process for removing your residence or other real property from your trust for refinance purposes and subsequently deeding the property back into your trust once the refinance is complete. - Selling or buying a home
As a member, when you decide to sell property owned by your trust or buy real property, we streamline the entire process. Our team coordinates with the title company, ensuring the title company has the documents required for a smooth sale of trust property and the titling of your new property into your Trust. - Annual Review of Your Estate Plan
Enjoy the peace of mind that comes with an annual review of your estate plan as part of our membership program. One of our attorneys will assess your plan, discuss any life changes or legal updates that may impact it, and make recommendations for adjustments as needed. This annual review helps ensure that your estate plan remains current and aligned with your wishes over time.
In our membership program, we offer comprehensive support for individuals and families navigating nursing home placement and Medicaid assistance, ensuring peace of mind and financial relief.
- Annual Medicaid Renewals at No Charge
- Our membership program includes the facilitation of annual Medicaid renewals at no additional cost to our members.
- We streamline the renewal process, ensuring that all necessary paperwork is completed accurately and submitted on time.
- By handling the Medicaid renewals, we alleviate the administrative burden and stress associated with this vital process, allowing our members to focus on their loved ones’ care.
- Nursing Home Liaison After Placement
- As part of our program, we serve as your dedicated nursing home liaison after placement, offering support with bills, charges, and complaints at no extra cost.
- Our experienced team acts as a communication bridge between our members and the nursing home, addressing any concerns or issues that may arise
- By providing this service at no charge, we aim to ensure that our members receive the support they need without the added financial strain.
- Nursing Home Move or Placement Assistance at a Discounted Rate
- Our membership program offers nursing home move or placement assistance at a discounted rate for our members.
- Whether it’s relocating to a new facility or initially placing a loved one in a nursing home, our team is dedicated to providing guidance and assistance throughout the process.
- This discounted service aims to minimize the financial impact of such transitions, making quality care and support more accessible to our members.
By offering these comprehensive benefits, our membership program is designed to support individuals and families facing the challenges of nursing home placement and Medicaid assistance, ensuring they receive the care and resources they need without unnecessary financial strain.
- Quarterly Member Mornings
Member mornings will be a time where you can come in and connect with other members, connect with the attorneys, and get updated on important legal news or changes that you may need to be aware of. This is about connection and keeping you in the loop. - Discounted Fee for Additional Documents
As a member, you will benefit from discounted fees for additional documents. Whether you need an Asset Protection Trust, Special or Supplemental Needs Trust or other estate planning documents, our program offers you exclusive cost savings on these additional services. This allows you to efficiently manage your legal documentation needs while staying within your budget.
- Initial Meeting with Successor Trustee
As a valued member, your successor trustee has access to comprehensive support for crucial transitions in your estate planning process. The initial meeting with the successor trustee marks a pivotal moment in ensuring the seamless continuity and execution of your estate plan. One of our attorneys will guide your designated trustee through the intricacies of trust management, legal responsibilities, and administrative tasks. This personalized session encompasses obtaining a new Employer Identification Number (EIN) and drafting a new Trust Certification
- Free Notary Services
Enjoy the convenience of free notary services as part of your membership. Whether you require notarization for legal documents, affidavits, or any other paperwork, our program offers you complimentary access to professional notary services. This benefit adds significant value to your membership, saving you time and money on essential notarization needs.
- Newsletter and email blast
As a member, you will receive a comprehensive newsletter and email blast to keep you updated on pertinent updates and changes to laws, regulations, and more. Stay informed about the latest developments that could impact you, your business or industry, delivered directly to your inbox.
- Legal matters not handled by Paths Law Firm
We offer a warm referral hand-off to trusted attorneys or firms for matters beyond our scope. Your needs are always our priority, ensuring you receive expert care and guidance every step of the way.
- Being a Trustee
- Understanding the roles, responsibilities, and legal obligations associated with being a trustee.
- Discussing the management and distribution of trust assets for the benefit of the beneficiaries.
- Acting as Power of Attorney
- Exploring the authority and duties of an individual appointed as a power of attorney.
- Addressing the legal and financial decision-making powers granted to a power of attorney.
- Healthcare Power of Attorney, Advanced Directive and DNR
- Examining the significance and implications of healthcare power of attorney, advanced directives, and do-not-resuscitate (DNR) orders.
- Navigating the complexities of healthcare decision-making and end-of-life care planning.
- Basics of MO HealthNet Vendor Benefits
- Providing an overview of the MO HealthNet vendor benefits program.
- Educating clients on the eligibility criteria, coverage, and application process for accessing vendor benefits.
- VA Benefits
- Shedding light on the various benefits available through the U.S. Department of Veterans Affairs.
- Assisting clients in understanding and maximizing their entitlements, such as healthcare, disability compensation, and pension benefits.
- Working with Placement Professionals
- Exploring the role of placement professionals in assisting with senior living and care options.
- Discussing best practices for collaborating with placement professionals to ensure suitable arrangements for seniors
- Keeping Corporate Records, Starting a Non-profit, and Other Topics
- Delving into the importance of maintaining accurate corporate records for legal and compliance purposes
- Offering guidance on the process of initiating a non-profit organization, including incorporation and tax-exempt status.
- Addressing other relevant topics based on client feedback and emerging trends in the field.
As a member, you’ll have access to a range of services, all at a reduced rate or no charge, for an entire year.
Service | Members | None Members |
|---|---|---|
Document Changes (Fiduciary/Trustee)
| No charge | $450–$1,875
|
Additional Estate Planning Documents
| Discounted fee | Full price |
Initial TTEE Meeting After Death | No charge | $450 |
Obtain EIN & Trust Certificate After Death
| No charge | $450 |
Deeds for Refinance | No charge | $775-$1,000 |
Asset Transfer Assistance
| No charge | Hourly, $185–$355/hr |
Annual Estate Plan Review
| No charge | $450 |
Consultation on New Matter
| No charge | $450 per matter |
Phone Calls/Emails with Staff
| No charge | $90–$185/hr |
Phone Calls/Emails/Meetings with Attorneys
| No charge* | $325–$355/hr |
Nursing Home Placement
| Free Consultation | $2,500
|
Nursing Home Liaison
| Discounted rate | $60/Hourly
|
Annual Medicaid Renewals
| No charge | $450 |
Services
- Document changes (Fiduciary/Trustee)
- Additional Estate Planning Documents
- Initial TTEE Meeting After Death
- Obtain EIN & Trust Certificate After Death
- Deeds for Refinance
- Asset Transfer Assistance
- Annual Estate Plan Review
- Consultation on New Matter
- Phone Calls/Emails with Staff
- Phone Calls/Emails/Meetings with Attorneys
- Nursing Home Placement
- Nursing Home Liaison
- Annual Medicaid Renewals
Members | Non-Members |
|---|---|
No charge | $450-$1,875 |
Discounted fee | Full price |
No charge | $450 |
No charge | $450 |
No charge | $775-$1,000 |
No charge | Hourly, $185–$355/hr
|
No charge | $450 |
No charge | $450 per matter |
No charge | $90–$185/hr
|
No charge* | $325–$355/hr
|
Free Consultation
| $2,500
|
Discounted rate | $60/Hourly
|
No charge | $450 |
* Up to 4 hours of attorney time
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first step
Reach out to Paths Law Firm today and you'll be one step closer to the peace of mind you're searching for.
