Estate Planning Pricing
Will Based Estate Plan
$1,400 for Individuals*
$1,800 for Couples*
Who is it for?
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Individuals without children
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No real estate property ownership
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Total assets less than $184,500
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Wish to have estate go through probate
What it includes:
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Planning meeting with Chris
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Last Will and Testament
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Durable Power of Attorney
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Advance Health Care Directive
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Authorization of Release of Medical Records
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Final Disposition Instructions
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Nomination of Guardians for Minor Children
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Final signing meeting
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Complete written instructions regarding how to handle your estate plan
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Notary fees included
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Personalized estate planning binder
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Digital PDF copies of your entire plan
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Support after signing your documents
Trust Based Estate Plan
$2,700 for Individuals*
$3,200 for Couples*
Who is it for?
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Individuals with children
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Homeowners
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Combined assets of more than $184,500
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Wish to avoid probate
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Those with possible estate tax exposure
What it includes:
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Planning meeting with Chris
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Revocable Living Trust
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Certification of Living Trust
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Pour-over Will and Testament
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Durable Power of Attorney
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Advance Health Care Directive
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Authorization of Release of Medical Records
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Final Disposition Instructions
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Assignment of Personal Property
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Declaration of Trust
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Assignment of Business Interests (if any)
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Nomination of Guardians for Minor Children
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Trust Transfer Deed (one personal residence)
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Complete Summary of your Estate Plan in Easy to Understand Language
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Filing of Trust Transfer deed with county recorder
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Preliminary Change of Ownership Report
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Final signing meeting
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Complete written instructions regarding how to handle your estate plan
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Notary fees included
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Recording fees included
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Personalized estate planning binder
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Digital PDF copies of your entire plan
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Support after signing your documents
Other Services
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Additional Deed Preparation and Recording - $450
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Individual Power of Attorney - $350
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Healthcare Directive - $350
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Other Services - $350 / hr (4 hour min for new clients)
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Amendments to Existing Estate Plans
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Trust Administation
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Beneficiary Rights
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*More complex estate plans and assets may result in an increased fee. Examples include, but are not limited to, special needs provisions, separate property trusts, QTIP/QDOT trusts, or non-standard property or assets. Each client will agree to and sign a written fee agreement before an attorney-client relationship is established. Flat rate pricing and hourly rate subject to change at any time.