Holiday Estate Plan Gift Package – Give The Best Gift
Do you have that son, daughter, grandchild or other relatives who just doesn’t seem to be getting around to executing their Will? Don’t know what to give them for Christmas? Give them a nudge this Holiday Season to get their planning done with a flat-rate, prepaid voucher from Steimle Birschbach, LLC. One of our fabulous Attorneys Thomas Griesbach or Gina Ziegelbauer will provide this service at either our Manitowoc or Sheboygan offices, schedule permitting.
How It Works:
-$500 for a single person
-$600 for a married couple
-Includes Will(s) (basic including provision for standard children’s trusts), Power of Attorney(s) for Healthcare, and Durable Power of Attorney(s) for Finances.
-Services provided by Attorneys Thomas Griesbach or Gina Ziegelbauer at either our Manitowoc or Sheboygan offices, schedule permitting.
-Includes initial meeting, drafting of above documents, and a second meeting to explain and execute documents.
-Does not include counsel or additional documents pertaining to probate avoidance, nursing home planning, special needs planning, income or estate tax planning, or other specialized planning. Such representation can be requested, but will be billed at the attorney’s ordinary hourly rate.
-Voucher must be purchased by 12/31/2019 and used during calendar year 2020 or it will be void and all amounts paid shall be refunded to purchaser.
-Call our office at 920-683-3500 to schedule an appointment, or visit our website for more information at steimlebirschbach.com.
Additional Terms and Conditions:
- The purchase of a Holiday Estate Planning Gift Package does not create an attorney-client relationship between purchaser or intended recipient and Steimle Birschbach, LLC until and unless recipient utilizes the voucher and meets with an attorney of Steimle Birschbach, LLC. Once engaged, the attorney-client relationship will be between recipient and Steimle Birschbach, LLC, subject to the Steimle Birschbach, LLC Terms and Conditions of Engagement. Purchaser will have no right to be informed of matters related to this representation (unless authorized by recipient in writing), and any and all matters related to the representation shall be kept confidential as required by the Rules of Professional Conduct for Attorneys in Wisconsin as promulgated by the Wisconsin Supreme Court.
- Recipient may use voucher for the preparation of Will(s) (basic including provision for standard children’s trusts), Power of Attorney(s) for Healthcare, and Durable Power of Attorney(s) for Finances, including an initial meeting, reasonable phone calls or email correspondence as necessary, and one additional meeting to review and execute the documents. Additional work will be charged at the ordinary hourly rate of the attorney or paralegal involved. If recipient requests advice on probate avoidance, nursing home planning, special needs planning, income or estate tax planning, or other services in excess of that included in the Holiday Gift Package, all work will be billed at the attorney and/or paralegal’s ordinary hourly rates and the voucher shall be applied as a credit at final billing.
- To redeem voucher, recipient must contact Steimle Birschbach, LLC to schedule the initial meeting. If recipient fails to schedule an initial meeting during 2020, the voucher shall be null and void, and all amounts paid shall be returned to purchaser (less any credit card processing fees, if applicable).
- All amounts paid for vouchers shall be kept in the Steimle Birschbach, LLC client trust account until the earlier of the following:
a. The final billing for services rendered in the case the recipient exercises the voucher. In this case the funds shall be applied against Steimle Birschbach, LLC’s invoice for services rendered; or
b. December 31, 2020, in which case the funds will be returned to purchaser as described above shortly in 2021.
Give the best gift this holiday season by contacting our office at 920-683-3500 to schedule an appointment. ‘Tis the season!
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CONTACT INFORMATION
Email: business@steimlebirschbach.com
Business Hours:
Monday - Thursday: 8 a.m. to 5 p.m.
Fridays: 8 a.m. to 12 p.m.
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