ESTATE PLANNING PACKAGES

SELF PREPARED

  • Individual Will: $350.00
  • Couples Will: $550.00
  • Individual Living Trust: $950.00
  • Couples Living Trust: $1,500.00

ATTORNEY REVIEWED

  • Individual Will: $750.00
  • Couples Will: $1,000.00
  • Individual Living Trust: $1,750.00
  • Couples Living Trust: $2,000.00

ATTORNEY PREPARED

  • Basic Individual Will Plan: $1,500.00
  • Basic Couples Will Plan: $1,750.00
  • Individual Living Trust Plan: $2,500.00
  • Couples Living Trust Plan: $3,500.00

Estate Planning Packages Include: 

Basic Will Plans: 

  1. Free Initial Consultation
  2. Last Will and Testament
  3. Durable Power of Attorney for Business Affairs
  4. Advance Health Care Directive (Living Will)
  5. Assignment of Tangible Personal Property
  6. Nomination(s) of Guardian for Minor(s) (if any)
  7. Declaration of Community Property (where appropriate)
  8. Form Letter with Instructions for Distribution of Personal Property
  9. Burial Instructions
  10. Summary Cover Letter Explaining Documents

Revocable Living Trust Plans Also Include: 

  1. Revocable Living Trust
  2. Certification of Trust
  3. Pour-over Will (to replace #2 above)
  4. Trust Synopsis (in plain English, not legalese)
  5. Funding Instructions (for after-acquired assets)
  6. Separate Schedule "A" - Initial Trust Assets
  7. HIPAA Document
  8. Explanation of Estate Planning Provisions
  9. Signing Instructions
  10. Summary Cover Letter Explaining Documents

Attorney Reviewed: - One (1) Consultation and Review w/ Estate Planning Attorney

Depending on the Plan Chosen Attorney Prepared Documents May Also Include: 

  1. Deed for Residence (if needed)
  2. Deed for other Real Property (if needed)
  3. Letter(s) of Instructions to Bank(s)
  4. Letters of Instruction for Brokers, Mutual Funds, and Direct Registration Accounts (if needed)
  5. Stock Powers and Transmittal Letters for Stock Certificates held by you (if needed)
  6. Letters of Instruction for Life Insurance, IRA's, and Annuities (if needed)
  7. Assignments for Business Interests, General and Limited Partnerships, LLCs (if needed),
  8. Notes and Deeds of Trusts (if needed)
  9. Explanation of Estate Planning Provisions
  10. Signing Instructions
  11. Summary Cover Letter Explaining Documents

*Most Clients choose to have Complete Estate Plan Packages prepared. Occasionally, however, certain situations will arise where a Client simply wants an individual document. In those cases, the fees are as follows:

Individual Estate Planning Documents Fees:

  • Nomination of Guardian for Minor Children ... $300.00
  • Advance Health Care Directive ... $300.00
  • Bypass Trust Provisions ... $450.00
  • Special Needs Trust Provisions ... $450.00
  • Assignment of Business Interests ... $450.00
  • Durable Power of Attorney for Business Affairs ... $450.00

**Additional Consultations may be required depending on the Client's situation.

Hourly Fees are Billed at $250.00 per Hour.

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Custom Binding Service: $99.00

​​Protect and store your valuable Estate Planning Documents in our attractive Binder. When you purchase our Custom Binding services we will:

  • Print (2) Copies of your Estate Planning Documents
  • Organize your Documents using our Custom Tabs
  • Insert the Documents into the Estate Planning Binder
  • And ship directly to your home

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