Estate Plan Fees

Estate & Living Trust Plans

We strive to provide affordable estate planning services and keep them on a flat fee basis as much as possible. However, clients with multiple beneficiaries and/or complex Trust and Will provisions may be charged an additional fee to those shown below.

Initial Consultation: $300 (will be applied towards your plan).

    Basic Estate Plan for Blended Families

    • $1,500 Couple
    • Will with specific provisions
    • Appointment of Guardian
    • Separate Revocable Trust for Children
    • Durable Financial Power of Attorney
    • Medical Power of Attorney (Advanced Directive) with
      Living Will provisions
    • Directions to implement this plan
    • Hard or electronic copy
    This plan is designed for anyone who:
    • Has one or more minor children from prior relationships
    • Do not want to avoid probate proceedings and is comfortable with the associated costs and delays of probate
    • Desire to protect assets for their own children at a lower cost than a Living Trust for Blended Families

    Revocable (“Living”) Trust Plan

    • $1,200 Individual or $2,000 Couple
    • Revocable (“Living”) Trust (marital-both included)
    • Pour-Over Will
    • Durable Financial Power of Attorney
    • Medical Power of Attorney (Advance Directive) with
      living will provision
    • Appointment of Guardian
    • Warranty Deed to Transfer Real Estate to Trust (one
      warranty deed with plan)
    • Assignment of Personal Property to Trust
    • Assignment of Personal Property
    • Directions to fund and implement this plan
    • Hard or electronic copy of trust and will

     

    This plan is designed for anyone who:
    • Desires to avoid probate
    • Desires to appoint a trustee to manage and distribute trust assets
    • Has relatively detailed or complex instructions for distribution of property
    • Desires for control and outright distributions at death
    • Desires a plan that is the most flexible and cost-effective method to distribute an estate

    Revocable (“Living”) Trust Plan for Blended Families

    • $1,500 Individual or $2,500 Couple
    • All documents included with a Revocable Living Trust Plan
    • Separate revocable trust for the children of either or both parents
    This plan is designed for anyone who:
    • Has one or more minor children from prior relationships
    • Desires to protect assets for their respective children
    • Desires to avoid probate
    • Desires to appoint a trustee to manage and distribute trust assets
    • Has relatively detailed or complex instructions for distribution of property
    • Desires for control and outright distributions at death
    • Desires a plan that is the most flexible and cost-effective method to distribute an estate

    Revocable (“Living”) Trust Plan with Tax Planning

    • $2,500 Individual or $3,500 Couple
    • All documents included with a Revocable Living Trust Plan
    • Tax Planning
    This plan is designed for anyone who:
    • Desires to avoid probate and minimize the estate taxes due after death of both spouses
    • Desires to appoint a trustee to manage and distribute trust assets
    • Has relatively detailed or complex instructions for distribution of property
    • Is married with assets over either the state or federal estate tax exemption limits
    • Has a family with sizable assets
    • Desires for control, but not outright distribution at death
    • Desires distribution of assets to beneficiaries over a longer period instead of outright

    Irrevocable/Asset Protection Plan

    • $4,000 Individual or $5,000 Couple
    • Irrevocable Asset Protection Trust
    • Will that pours over into your trust
    • All documents included in Revocable Living Trust
      Plan
    This plan is designed for anyone who:
    • Avoid probate
    • Desires to protect assets owned by the trust from all judgment creditors and to allow the trustee of the trust to distribute the assets to the trust owner under certain conditions
    • Desires to use this tool for prenuptial financial planning

    Other Estate Planning Services

    • Stand-alone Financial and Medical Powers of Attorney package (no Will) – $300
    • Testamentary Special Needs Trust – $250
    • Review of your Plans and/or documents (excess fees for complicated plans) – $300
    • Codicils and Trust Amendments – $275/hour
    • Transfer of Assets to a Trust – $275/hour
    • Deed – $275/hour (plus recording fee)
    • Irrevocable Life Insurance Trust – $2,500

    Book Appointment

    Please select the available day and time that you would like to speak.