Estate Planning - Service Plans
We offer services with clear and transparent pricing with plans built around your needs and goals.
Basic Plan
Basic Plus
Essentials
Premier
Fees and costs as detailed below can be broken up over payment plans with 25% down upon signing of the contract for services (retainer agreement) and five (5) monthly payments thereafter.
NOTE: Completed documents and related work/advice will not be provided until payment is made in full. If payments are stopped all payments made thus far will be waived without a right to reimbursement.
Basic Plan
Do you…
Do you want to choose whom receives your bank accounts, vehicles, etc upon your passing?
Basic Plan - Single Person : $1,250
Will: A will is a legal document which allows you to dictate whom will receive your assets upon your passing.
Basic Plan - Married Couple : $2,100
Will for each person (2): A will is a legal document which allows you to dictate whom will receive your assets upon your passing.
Note: A Will based plan (Basic and Basic Plus) will go through probate and be subject to associated fees, taxes, and administrative/public court processes.
Basic Plus Plan
Do you…
Do you have assets?
Do you want to choose whom receives your assets upon your passing?
Do you want to provide for specific people to make decisions for you (medical and financially) if you are unable to do so (incapacitated)?
Basic Plus Plan - Single Person : $2,500
Will: A will is a legal document which allows you to dictate whom will receive your assets upon your passing.
Financial Power of Attorney
Medical Power of Attorney
HIPAA Release
Advanced Health Care Directive: legal document to instruct others as to your wishes related to medical treatment, artificially administered fluids, organ donation, etc. It serves to take the weight off the shoulders of your loved ones as to what you “would want”
Basic Plus Plan - Married Couple : $3,750
Will for each person (x 2)
Financial Power of Attorney x2
Medical Power of Attorney x2
HIPAA Release x2
Advanced Health Care Directive x2
Note: A Will based plan (Basic and Basic Plus) will go through probate and be subject to associated fees, taxes, and administrative/public court processes.
Essentials Plan
Do you…..
Do you want to minimize taxes?
Do you have assets - home, cash accounts, investments, businesses, etc?
Do you want to choose whom receives your assets upon your passing?
Do you want to provide for specific people to make decisions for you (medical and financially) if you are unable to do so (incapacitated)?
Do you want to avoid probate court (public court proceedings?
Do you want to minimize delays in the passing of your assets upon your passing?
Do you want to ensure your plan stays up to date with your life changes?
Essentials Plan - Single Person : $4,000
Revocable Living Trust: A legal document which provides a detailed and specific process for the management and transfer of your assets during your life and after you pass.
Pour Over Will: A legal document which will have to go through probate to address any assets not properly moved into your trust at the time of your passing to be ordered to be handled pursuant to the provisions in your trust.
Financial Power of Attorney
Medical Power of Attorney
HIPAA Release
Advanced Health Care Directive: legal document to instruct others as to your wishes related to medical treatment, artificially administered fluids, organ donation, etc. It serves to take the weight off the shoulders of your loved ones as to what you “would want”
Annual 1hour “Check-Up” meeting for 5 years
Essentials Plan - Married Couple : $6,000
Joint Revocable Living Trust
Pour Over Will x2
Financial Power of Attorney x2
Medical Power of Attorney x2
HIPAA Release x2
Advanced Health Care Directive x2
Annual 1hour “Check-Up” meeting for 5 years
Note: In scenarios where is a second marriage, children from another relationship, or separate property assets it may be necessary to prepare two separate Revocable Living Trusts of which will result in additional time and fees.
Premier Plan
Do you…..
Do you want to minimize taxes?
Do you have assets - home, cash accounts, investments, businesses, etc?
Do you want to choose whom receives your assets upon your passing?
Do you want to provide for specific people to make decisions for you (medical and financially) if you are unable to do so (incapacitated)?
Do you want to avoid probate court (public court proceedings?
Do you want to minimize delays in the passing of your assets upon your passing?
Do you want assistance with moving your assets into the trust? (“funding)
Premier Plan - Single Person : $4,750
Revocable Living Trust: A legal document which provides a detailed and specific process for the management and transfer of your assets during your life and after you pass.
Pour Over Will: A legal document which will have to go through probate to address any assets not properly moved into your trust at the time of your passing to be ordered to be handled pursuant to the provisions in your trust.
Financial Power of Attorney
Medical Power of Attorney
HIPAA Release
Advanced Health Care Directive: legal document to instruct others as to your wishes related to medical treatment, artificially administered fluids, organ donation, etc. It serves to take the weight off the shoulders of your loved ones as to what you “would want”
Annual 1hour “Check-Up” meeting for 5 years
Assistance with funding of your trust: moving assets into your trust - including one piece of real estate. (All other title/deed transfers will be $650 per transfer plus fees and costs)
Premier Plan - Married Couple : $6,750
Joint Revocable Living Trust
Pour Over Will x2
Financial Power of Attorney x2
Medical Power of Attorney x2
HIPAA Release x2
Advanced Health Care Directive x2
Annual 1hour “Check-Up” meeting for 5 years
Assistance with funding of your trust: moving assets into your trust - including one piece of real estate. (All other title/deed transfers will be $650 per transfer plus fees and costs)
Note: In scenarios where is a second marriage, children from another relationship, or separate property assets it may be necessary to prepare two separate Revocable Living Trusts of which will result in additional fees.
Add-On Services
Kids Protection Plan
Price Range: $550
Add on to supplement your estate plan if you have minor children and address potential future issues should you become unable to care for them or pass away or become incapacitated and provide direction to the court as to guardianship options for your minor children.
Real Estate Transfer to Trust
Price Range: $650
Add on to supplement your selected plan to facilitate in the transfer of real estate into your trust. Doing so will re-title the real estate in the name of your trust and provide for the protections and processes of which are provided for in your trust.
Note: Does not include notary fee, recording fees, etc.
Specialized Trusts
Price Range: Varies
There are often scenarios when a more specialized type of trust is needed such as
Special Needs Trust
Irrevocable Life Insurance Trust
When and if such a specialized trust is most suitable for your needs our office can assist with such but the price point for the services will be augmented to take into account the additional work and advice of which will be necessary.
Limited Estate Planning Services
Young Adult Protection Plan
(Service available for adult children)
Price : $449 - $______
Preparing for your child as they become adults, turn 18, can result in many exciting milestones and planning. However, not many have it on their radar the need to prepare for the unknown.
Once a child reaches the age of 18 the rights to make financial and medical decisions for your child change fundamentally - which is why it is so important to have a plan and legal documents in place to allow you the ability to assist your adult child and make the decisions (such as medical decision), or access to medical records should the need arise.
Gestational Carrier Estate Plan
Price Range: $500
If you are a gestational carrier and looking to prepare a general Estate Plan pursuant to the agreement as well as the codified requirements we are here to help you with a Gestational Carrier Estate Plan, specifically:
General Living Will
Medical Power of Attorney
Power of Attorney
These services are a truncated and specialized service that our office offers for gestational carriers.
We remain available to help you prepare a more detailed and robust plan should you desire such, but also understand the immediate needs related to your decision to serve as a gestational carrier to help a family build their family.
Fees and costs for the bundled services as detailed above can be broken up over payment plans with 25% down upon signing of the contract for services (retainer agreement) and reoccurring monthly payments thereafter.
NOTE: Completed documents and related work/advice will not be provided until payment is made in full. If payments are stopped all payments made thus far will be waived without a right to reimbursement.