Why Do Estate Planning?
To control what happens to your property
- Retain absolute control of your property throughout your lifetime
- Apportion shares and making gifts to loved ones as you see fit
- Keep your personal and financial information private
- Maintain the ability to make changes in your estate plans at any time
To save money and preserve your estate
- Avoid probate and attorneys’ fees
- Take advantage of significant tax strategies and advantages
- Avoid a “fire sale” of assets
- Provide for grandchildren and saving money
To provide your family and heirs the convenience of clear, written instructions
- Leave clear, written instructions of your wishes
- Avoid probate inconveniences
- Provide privacy for your family/heirs
- Provide timely access to estate resources for your family/heirs
Do I Need a Trust?
In simple terms, if you own real estate or have children, you should probably have a living trust. Living trusts are designed to pass your assets on to your loved ones without the complications and expense of probate.
What Does it Cost?
There are two ways to purchase estate planning documents; in a complete set or by each individual document. The more cost effective way is to have your planning done all at one time. However, there are situations where a single specific document is needed immediately or client has already had some documents drafted. The pricing below details both full estate plan pricing and prices for the individual documents.
Estate Planning Price List
| Complete Estate Plans | Price |
|---|---|
| Estate Planning Package (for an unmarried person) | $2,500 |
| Estate Planning Package (married couple) | $3,500 |
Estate Planning Price List:
- Two attorney consultations
- Revocable Living Trust
- Pour-Over Will(s)
- List of Trust Assets
- Trust Certification
- Durable Power of Attorney
- Advanced Healthcare Directive
- Assignment of Tangible Personal Property
- Nomination of Guardian for Minors
- Indexed Trust Portfolio
- Preparation of Trust Transfer Deed for 2 real properties +
Preliminary Change of Ownership
| Individual Estate Plan Documents | Price |
|---|---|
| Basic Trust Package – Individual (Trust and Pour-Over-Will) |
$1,750 + Notary fee |
| Basic Trust Package – Married Couple (Trust and Pour-Over-Will) |
$2,750 + Notary fee |
| Stand Alone Will (individual/married couple) |
$1,000/$2,000 |
| Durable Power of Attorney | $500 + Notary fee |
| Advanced Healthcare Directive | $500 + Notary fee |
| Additional Provisions & Documents | Price |
|---|---|
| Drafting and Recording Specialty Deeds | $350 + Recording Fees |
| Drafting and Recording Additional Deeds (concurrent with Trust Signing) |
$350 + Recording Fees |
| Amendments | $450 /hour |
| Probate and/or Trust Administration | $450 /hour |
We pride ourselves on providing our clients with quality estate planning services at affordable prices, with great compassion and consideration for every specific situation.
We charge in two installments, with the first half due at or before our first meeting and the second half due upon signing the documents. The expected timeline for most trust packages is 4–6 weeks.
We look forward to assisting you with all of your estate planning needs!
