What does it cost?

What Does it Cost?


There are two ways to purchase estate planning documents; in a complete set or by each individual document. The more cost effective way is to have your planning done all at one time. However, there are situations where a single specific document is needed immediately or client has already had some documents drafted. The pricing below details both full estate plan pricing and prices for the individual documents.

The Complete Estate Planning Package Includes:

  1. Two Attorney consultations
  2. Revocable Living Trust
  3. Trust Synopsis (in plain English not legalese)
  4. Separate Schedule “A” – Initial Trust Assets
  5. Pour-over Will(s)
  6. Trust Certification
  7. Durable Power of Attorney for Business Affairs
  1. Advance Health Care Directive
  2. Assignment of Tangible Personal Property
  3. Nomination of Guardian for Minors (if any)
  4. Marital Property Declaration (where appropriate)
  5. Preparation and recording of a deed to transfer one property to your trust
  1. County preliminary change of ownership report for recorded deed
  2. Indexed and Organized Trust Portfolio/Binder
  3. County recording fees
  4. Notary fees
  5. Any necessary legal updates for 5 full years
estate-planning-prices
Complete Estate Plan(s)
Price
AARP, Qualified Employees, and Client Referral Pricing
Estate Planning Package (for a unmarried person) $1295 $1036
Estate Planning Package (Married Couple) $1495 $1196
Estate Planning Packages (2 individuals – 2 separate packages – some restrictions apply – call for more information) $2590 $1554 ($777 each)

The fees quoted above are for ordinary and customary estate planning documents and will apply to about 95% of our clients. However, occasionally a client’s particular situation requires more complex drafting or additional legal work. In those situations, the standard rates will apply for all but the additional work requested or required. The following are some examples of situations where additional attorney work might be necessary:

Additional Provisions and/or Other Attorney Work
Fee
AARP, Qualified Employees, and Client Referral Pricing
Bypass trust provisions. Commonly referred to as A-B provisions. Usually recommended for estates exceeding the individual estate tax exemption (currently $5.49 million). $400 $320
Special needs trust provisions. Usually needed if an heir is handicapped or disabled and receiving government benefits. Protects the heir from losing his or her benefits and stops the government from taking the inheritance. $200 $160
Non U.S. Citizens. Unique tax considerations come into play with non U.S. citizens. Special Trust provisions may be required. $400 $320
Assignment of business interests. Necessary when a client owns a corporation, limited liability company, partnership, or other business entity. $100 $80
Drafting and recording of specialty deeds. Occasionally clients need to remove a name on a property or to clear title before transferring into their trust.
County recording fees are not included (usually $25).
$150 plus recording fees $120 plus recording fees
Drafting and recording of deeds for additional properties (concurrent with trust signing). Many of our clients own more than one property. The full estate plan package includes one deed for the transfer of one property. The fee quoted here is for each additional deed and includes the drafting of the deed, the drafting and filing of the required Preliminary Change Ownership Report and the Notary fees.
County recording fees are not included (usually around $25).
$150 plus recording fees
 
Out-of-state deeds are $200 plus recording fees
$120 plus recording fees
 
Out-of-state deeds are $160 plus recording fees
Drafting and recording of deeds for future properties acquired. In most situations, future properties acquired by a client can be deeded directly into the trust by the escrow company at closing. However, some clients prefer to have us do it. The fee quoted here is for each future property transferred and includes the drafting of the deed and the drafting and filing of the required Preliminary Change Ownership Report.
NOTE: Notary fees and County recording fees are not included.
$200 plus recording and Notary fees
 
Out-of-state deeds are $250 plus recording fees
$160 plus recording and Notary fees
 
Out-of-state deeds are $200 plus recording fees
Hourly Rate. Our office strives to set flat rates on legal services so that clients will always know exactly what to expect regarding fees. In those unusual situations where a client requests work for which no flat rate has been established and cannot be estimated, our hourly rate will apply. $400 $320
Most clients choose to have complete estate plan packages done because the documents end up being less expensive and the notary and recording fees are included. However, occasionally situations will arise where a client simply wants an individual document. In those cases, the fees are as follows:
Individual Estate Planning Document(s)
Price
AARP, Qualified Employees, and Client Referral Pricing
Stand Alone Living Trust $795+ Notary $636 + Notary
Stand Alone Will (individual) $400 $320
Stand Alone Wills (married couple) $500 $400
Durable Power of Attorney $100 + Notary $80 + Notary
Advance Health Care Directive $100 + Notary $80 + Notary
Nomination of Guardian for Minor Children $100 N/C
We are legal service providers for: