Pricing

Will Based Planning: starts at $3,000 – $4,000

An estate plan based around a Last will and Testament generally starts at $3,000 – $4,000 and includes planning for how you want your assets distributed as well as how you want your assets protected if you become incapacitated.  A will-based plan includes:

• Basic Will 
• Enforceable Power of Attorney Advance Directive for Healthcare
• HIPAA Release 
• Personal Property Memorandum

Living Trust Legacy Plan: starts at $6,500 – $7,000

An estate plan based on a Living Trust generally starts at $6,500 – $7,000.  A Living Trust provides your family with a lockbox of protection, avoiding probate, reducing estate taxes, and securing your assets during your lifetime and for generations to come.  A Living Trust Legacy Plan includes:

• Revocable Living Trust 
• Certificate of Trust 
• Trust Funding Instructions
• Pour-Over Wills 
• Enforceable Powers of Attorney
• Advance Directives for Health Care 
• HIPAA Releases 
• Personal Property Memoranda

Asset Protection Planning or Long-Term Care Planning: starts at $15,000 – $40,000

Asset protection planning and long-term care planning is a specialized type of estate planning and generally starts at $15,000 – $40,000.  An asset protection plan or long-term care plan is generally more customized, but typically includes:

• Asset Protection Trust
• Revocable Living Trust
• Trust Funding Instructions and assistance
• Enforceable Powers of Attorney
• Advance Directives for Healthcare
• HIPAA Releases
• Personal Property Memoranda
• Asset Protection Trusts for Beneficiaries

Probate: starts at $6,000 – $15,000

Probate representation generally starts at $6,000 – $15,000.  Probate matters vary greatly and the pricing is determined based on the specifics of your situation.

Trust Administration: starts at $1,500-$2,000

Trust administration services are based on the specifics of the trust we will be  administering.  Pricing starts at $1,500 – $2,000.