Estate Planning

“Estate Planning” is legal terminology for preparing for your disability and death.

Most people assume that trusts only matter when you’re gone, or that a will is all you need, but both of those ideas are misconceptions. And while many people know they should complete an estate plan, they are scared off by the complexity, or worry that the costs are more than they can handle right now. If you know you should complete an estate plan but have been putting it off, now is the time to act.

Our Estate Planning Process:

Stock Legal is proud to offer fixed-fee estate plans to individuals and families. We have simplified the process to ensure that your family is cared for. Discover our five-step estate planning process below:

1. Meet with you to discuss your family and finances.

During our free initial consultation, you teach us about your family and your assets, and we teach you about tax law and the estate plan the state provides you, if you don’t plan for yourself.

2. Design your plan.

We design your plan with you step-by-step, through each phase of your family’s lives: the present, potential incapacity, death, and children’s and grandchildren’s lives through the generations.

3. Review and sign your documents.

We won’t let you sign your documents until we sit with you and go through each instrument, making sure everything is as you planned it to be, and that you have no lingering questions that can blossom into dreadful concerns.

4. Transfer assets to your trust.

This is the number one reason why many estate plans fail. In order for a living trust to be effective, you shouldn’t own your assets in your individual name – your trust should. Stock Legal is unique in that we change ownership and beneficiaries on your property and other assets to make sure your plan works the way you want it to.

5. Reviews.

No more worrying about who’s named as guardians for your kids, or the trustees of your trust, or whether law changes affect your family – we’ve got you covered. We recommend returning to us every 2-5 years to screen for any changes that need to be made. These changes will be billed on an hourly basis. 

Estate Administration

The death of a family member or friend can already be one of the most difficult experiences of your life. On top of all that, you may need help transferring their assets from their name to their heirs. This is typically done through the probate court in the county in which the deceased person resided. Whether it is full estate administration, a small estate affidavit, creditor’s refusal, spousal refusal, or other action with the court, we can help you process these legal actions during your painful time.

Learn More

Choosing counsel for estate planning is a big decision, so you want to be sure you have it right. Take a look at our blog for articles and commentary on a wide range of estate planning topics. If you’re ready to get things moving, schedule an initial call to discuss your goals and any questions or concerns you have about the process.

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Hiring employees is one of the most critical activities of your start-up or emerging business. Several key documents can help make sure your business is protected when it comes to employees, including a confidentiality agreement, independent contractor agreement, and an employment agreement. Because all companies with employees - no matter their size or industry - need these basic legal documents, Stock Legal offers an Employment Package for a fixed fee. Watch to learn more about our Employment Package.

Confidentiality Agreements

Companies like yours often find themselves in a position where they have to share information that is confidential to the company in order to do business—to engage with clients, to vet potential employees, or to investigate new business ventures, just to name a few. Having sound confidentiality agreements in place can be essential to protecting your ideas; strengthening relationships with customers, partners, and employees; and helping your business grow. That’s why Stock Legal offers a fixed fee for confidentiality agreements. Watch to learn more about our Confidentiality Agreement package.

Multi-Member Limited Liability Company and Incentive Agreements

If you’re starting a company with multiple owners, or members—whether those owners are individuals or other companies—you’re probably considering forming multi-member limited liability company (MMLLC). An MMLLC is an effective way to protect the personal assets of the members, which makes it a popular choice for start-ups and new small businesses. That’s why Stock Legal offers a fixed-fee package that includes the basic tools you need to form a MMLLC. Watch to learn more about our Multi-Member Limited Liability Company and Incentive package.

Missouri Single Member Limited Liability Company

If you’re starting a company with only one owner, then forming a single-member limited liability company (SMLLC) may be the best way to go. But while having just one member simplifies some things from a legal perspective, you still want to make sure you have a all the key documents necessary to establish a solid legal foundation for your SMLLC, no matter what product or service you are offering. Stock Legal can help you make sure you get your business off on the right foot. Watch to learn more about our Missouri Single Member Limited Liability Company package.

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