Pricing

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 Reviewed: - Consultation and Review w/ Estate Planning Attorney.

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

**Attorney Prepared Estate Planning Packages Also 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

Living Trust Plans:

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

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.
• 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

GET STARTED NOW 

• You can use our simple LawPay system to make your payment(s) online.
• Just click the link here: https://secure.lawpay.com/pages/rjfesq/trust