Services & Fees

Consultation. 

Initial Consultation:   "FREE"

Simple Will Package: 

• For counseling and preparation of a simple Last Will and Testament without significant estate tax planning (outright distributions to beneficiaries / no minor beneficiaries named):

• ■ Simple will (does not avoid probate)

• ■ General durable (financial) powers of attorney

• ■ Healthcare directive (medical power of attorney, living will provision)

• ■ HIPAA release

• ■ Final disposition instruction

• ■ Deed to the primary residence (if necessary)

• ■ Supporting documentation

 $1595.00 (Individuals)*  -   $2495.00 (Married Couples)*

Revocable Trust  Package:

For counseling and preparation of a Revocable Trust to avoid assets being subjected to Probate Administration without significant Estate Tax Planning;  

• ■ Simple Revocable Trust  

• ■ Certificate of Trust  

• ■ Simple Will (Pour-over)  

• ■ Personal Property Distribution Form  

• ■ Assignment of Personal Property  

• ■ General Durable (Financial) Powers of Attorney  

• ■ Healthcare Directive (Medical Power of Attorney/Living Will)  

• ■ Final Disposition Instruction  

• ■ HIPAA Release  

• ■ Instructions for Retitling Assets  

• ■ Deed to the primary residence (if necessary)  

• ■ Supporting documentation   

• ■ No significant tax planning

$2895.00 (Individuals)*   -   $3995.00 (Joint/Married Couples)*   

Power of Attorney Package:

For counseling and preparation of a Durable Power of Attorney package, including: 

• ■ General Durable (Financial) Power of Attorney 

• ■ Healthcare Directive (Medical Power of Attorney, Living Will Provision) 

• ■ HIPAA Release  

• ■ Burial Instructions (upon request)

$750.00* (Individuals) — $950.00* (Married Couples)*

Stand-Alone Estate Planning Documents

For counseling and preparation of a

•  Simple Last Will & Testament:   

$950.00 (Individuals)*  -  $1200.00 (Married Couples)* 

• Durable  Power of Attorney (Financial or Healthcare):   

$450.00 (Individuals*)

Trust Restatement 

For counseling and preparation - all new trust language - ideally suited to address significant legal updates or changes.   

$2495.00 (New Client) *  -  $1495.00 (Former Client)*

Deeds:

• Stand-alone Deed (Basic Warranty, Quit-claim or Beneficiary)-No Estate plan:   $500.00 *    

• Additional deed with an estate plan ( will or trust package):   $250.00*

Affidavit of Death:

For counseling and preparation of Affidavit of Death:    $295.00 *

Special Needs Trust (SNT):

For counseling and preparation of a 3rd Party SNT - When added to a "will" or "living trust" package:  $2295.00 *

Funding and Additional Services:

$250.00 per hour