Price List
Standard Documents and Services
- Pourover Will
- Durable Power of Attorney for Property
- Durable Power of Attorney for Health Care
- Deed or ABI to transfer real estate to trust (additional fees for more that one deed or ABI)
- HIPPA Authorization
- Language template regarding titled assets (bank, brokerage and market accounts, stocks, bonds and mutual funds) and regarding beneficiaries with respect to insurance, retirement plans and annuities.
- All necessary consultations
Simple Will Package from $750
- Will (additional fee for Testamentary Trusts)
- Durable Power of Attorney for Property
- Durable Power of Attorney for Health Care
- Stand Alone HIPAA Authorization
Revocable Living Trust Package for Individual: $1,600
- Revocable Living Trust
- See Standard Documents and Services above.
Revocable Living Trust Package for Married Couple (1 trust): $2,000
- Single Revocable Living Trust shared by husband and wife without estate-tax planning and a full set of other documents for each individual. Only for estates highly unlikely to be subject to estate taxes.
- See Standard Documents and Services above.
Revocable Living Trust Package for Married Couple (2 trusts): $2,600
- Full set of documents for two Revocable Living Trusts with applicable exclusion shelter or disclaimer trust provisions.
- See Standard Documents and Services above.
Irrevocable Insurance Trust: $1,600 - $2,000
- Irrevocable Insurance Trust
- Sample "Crummey" letters and instructions
- EIN number
Irrevocable Discretionary Third Party and Self Settled Supplemental Special Needs Trusts: from $1,600 - $3000
- Irrevocable Supplemental Special Needs Trust
- Language needed by parents and/or other family members in order to make gifts to the Trust
- EIN number
- Submission to appropriate governmental agencies and follow-up work done on hourly basis
Trust Administration: Hourly
Guardianships: Hourly
Other legal matters are also handled on an hourly basis.
Prices subject to change without notice. Retainer is due at the time of hire. The balance is due when estate planning documents have been executed. Flat fee estate planning services do not include retitling assets or changing beneficiary designations. Probate, guardianships, trust administration, divorce, corporate, and other legal matters are done on an hourly basis. Discounts and payment plans based on need and circumstances.