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 subject to a 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 (On 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):

3rd Party SNT - When added to a "will" or "living trust" package:  $2295.00 *

Funding and Additional Services:

$250.00 per hour