Estate Planning Pricing
Will Based Estate Plan
$1,800 for Individuals*
$2,100 for Couples*
Who is it for?
-
Individuals without children
-
No real estate property ownership
-
Total assets less than $184,500
-
Wish to have estate go through probate
What it includes:
-
Planning meeting with Chris
-
Last Will and Testament
-
Durable Power of Attorney
-
Advance Health Care Directive
-
Authorization of Release of Medical Records
-
Final Disposition Instructions
-
Nomination of Guardians for Minor Children
-
Final signing meeting
-
Complete written instructions regarding how to handle your estate plan
-
Notary fees included
-
Personalized estate planning binder
-
Digital PDF copies of your entire plan
-
Support after signing your documents
Trust Based Estate Plan
$2,700 for Individuals*
$3,200 for Couples*
Who is it for?
-
Individuals with children
-
Homeowners
-
Combined assets of more than $184,500
-
Wish to avoid probate
-
Those with possible estate tax exposure
What it includes:
-
Planning meeting with Chris
-
Revocable Living Trust
-
Certification of Living Trust
-
Pour-over Will and Testament
-
Durable Power of Attorney
-
Advance Health Care Directive
-
Authorization of Release of Medical Records
-
Final Disposition Instructions
-
Assignment of Personal Property
-
Declaration of Trust
-
Assignment of Business Interests (if any)
-
Nomination of Guardians for Minor Children
-
Trust Transfer Deed (one personal residence)
-
Complete Summary of your Estate Plan in Easy to Understand Language
-
Filing of Trust Transfer deed with county recorder
-
Preliminary Change of Ownership Report
-
Final signing meeting
-
Complete written instructions regarding how to handle your estate plan
-
Notary fees included
-
Recording fees included
-
Personalized estate planning binder
-
Digital PDF copies of your entire plan
-
Support after signing your documents
Other Services
-
Additional Deed Preparation and Recording - $450
-
Individual Power of Attorney - $350
-
Healthcare Directive - $350
-
Other Services - $350 / hr (4 hour min for new clients)
-
Amendments to Existing Estate Plans
-
Trust Administation
-
Beneficiary Rights
-
*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.