Fee Schedule for Estate Planning Documents

We endeavor to provide estate planning services on a flat fee basis as much as possible.  However, clients with multiple beneficiaries and/or complex trust and will provisions may be charged fees additional to those shown below, either as a flat fee or hourly.

Initial Consultation

$250

Included in any Plan listed below

Basic Will Plan

$575 Individual
$775 Couple

Includes for each person:

  • A “Basic Will.”
  • A Durable Financial Power of Attorney (statutory and supplemental)
  • A Medical Power of Attorney with living will provisions

Basic Wills leave your entire estate to one or more persons, and do not include specific bequests (except for general bequests of tangible personal property), provisions for minor children, or any trust provisions. Financial and medical powers of attorney allow the person(s) you name to manage your financial affairs and make medical decisions for you in the event of incapacity.

Family Will Plan

$750 Individual
$950 Couple

Includes for each person:

  • A Will with one trust Provision for children and/or grandchildren
  • A Durable Financial Power of Attorney (statutory and supplemental)
  • A Medical Power of Attorney with living will provisions

The Family Will Plan is for families with minor children as well as for parents who wish to leave assets to their adult  children in trust until they reach specified ages or other milestones.

Family Will Plan With Tax Planning

$1,500 (“Bypass” Trust)
$1,750 (With “QTIP” Trust)
$2,500 (One of the above with GST planning)

Includes for each person:

  • A Will with Trust Provisions for children and also a “bypass” Trust, with either mandatory or “disclaimer” funding
  • A Durable Financial Power of Attorney (statutory and supplemental)
  • A Medical Power of Attorney with living will provisions

This Plan is for married couples with assets over either the state or federal estate tax exemption limits.  It allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes.  For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.

Living Trust Plan

$1,075 Individual
$1,800 Couple

Includes for each person:

  • A Revocable Living Trust
  • Pour-Over Will
  • A Durable Financial Power of Attorney (statutory and supplemental)
  • A Medical Power of Attorney with living will provisions

This is a probate avoidance Plan.  Most families do NOT need a revocable trust plan, despite the many seminars that promote such plans.  For older individuals, however, it can be an excellent choice.  I will explain the pros and cons.

Living Trust Plan With Tax Planning

$2,500 -$3,500

Includes for each person:

  • A Revocable Living Trust
  • Pour-Over Will
  • A Durable Financial Power of Attorney (statutory and supplemental)
  • A Medical Power of Attorney with living will provisions

This Plan is for married couples with assets over either the state or federal estate tax exemption limits.  It avoids probate and allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes.  For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.

                      Other Estate Planning Services
$375 Stand-alone Financial and Medical Powers of Attorney (no Will)
$250 additional to any Plan Testamentary Special Needs Trust
$325/hr Irrevocable Living Trust
$1,500 Irrevocable Life Insurance Trust
$295/hr Transfer of Assets to a Trust

Note:   The pricing for all documents includes only the drafting and signing of the initial document.  Clients will be charged additional fees for any changes (codicils) or amendments  made after the document has been signed. 

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