ESTATE PLANNING   |   PROBATE   |   WILLS AND TRUSTS

FEES.

How Much Does Trusts and Estate Planning Cost?

Wallet_questionMarkThe following is a fee schedule for estate planning services. Please note that these fees are only an estimate and may vary depending on the complexity of your unique circumstances. For example, if you have significant assets, a child with special needs or a blended family, the fee could be higher. Additionally, detailed, unusual, or complex requests may increase the cost of your plan.
I will always quote you a flat fee up front before starting any work on your behalf, and offer payment plans to fit the cost within your budget. Contact me for a quote.

Will Based Estates Plans

Includes: Last Will and Testament, Financial Durable Power of Attorney, Advanced Health Care Directive, HIPAA Authorization, Living Will or Directive to Physicians, Appointment of Guardian (if necessary), Hospital Visitation Authorization (if necessary) Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Includes: Last Will and Testament, Financial Durable Power of Attorney, Advanced Health Care Directive, HIPAA Authorization, Living Will or Directive to Physicians, Appointment of Guardian (if necessary), Hospital Visitation Authorization (if necessary) Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Trust Based Estate Plans

Includes: Revocable Trust with outright distribution to beneficiaries, Last Will and Testament, Financial Durable Power of Attorney, Advanced Health Care Directive, HIPAA Authorization, Living Will or Directive to Physicians, Appointment of Guardian (if necessary), Hospital Visitation Authorization (if necessary), Grant Deed(s)*, General Transfer Statements, Schedule of Assets, Certification of Trust, Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Includes: Revocable Trust with outright distribution to beneficiaries, Last Will and Testament(s), Financial Durable Power of Attorneys, Advanced Health Care Directives, HIPAA Authorizations, Living Wills or Directive to Physicians, Appointment of Guardians (if necessary), Hospital Visitation Authorizations (if necessary), Grant Deed(s)*, General Transfer Statements, Schedule of Assets, Certification of Trust, Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Includes: Revocable Trust (Disclaimer Trust or A/B Trust for non-tax reasons) with outright distribution to beneficiaries, Last Will and Testaments, Financial Durable Power of Attorneys, Advanced Health Care Directives, HIPAA Authorizations, Living Wills or Directive to Physicians, Appointment of Guardians (if necessary), Hospital Visitation Authorizations (if necessary), Grant Deed(s)*, General Transfer Statements, Schedule of Assets, Certification of Trust, Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Includes: Revocable Trust (with tax planning to preserve estate tax exemption for both spouses) with outright distribution to beneficiaries, Last Will and Testaments, Financial Durable Power of Attorneys, Advanced Health Care Directives, HIPAA Authorizations, Living Wills or Directive to Physicians, Appointment of Guardians (if necessary), Hospital Visitation Authorizations (if necessary), Grant Deed(s)*, General Transfer Statements, Schedule of Assets, Certification of Trust, Beneficiary Designation Instructions, detailed instructions on how to sign your documents (if not signing at the office), and a periodic “peace of mind” review.

Additional Fees and Costs

Additional trusts created within the revocable trust document include, but are not limited to, minor’s trusts, step distribution, special needs trust, continuing trust, qualified domestic trust) will generally run an additional $400 per trust.

Deeds for real property other than the primary residence will be billed at $100 per deed, plus cost of recording fees. If you are unable to provide a copy of the current deed to your real property, I will obtain a copy from public records or a Title Company. Should there be a cost involved, it will be invoiced separately. If the real property is located out-of-state, it may be necessary to have the deed prepared by an attorney located in that state and that attorney will bill you directly.

Assistance with estate administration is available in certain circumstances and can be billed either hourly or as a flat fee. Contact me for a quote.
I will always quote you a flat fee rate before starting any work on your behalf. Click here to contact me for a quote.