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Lauren Richardson Law, PLLC
Estate Planning Packages - Pricing Menu - 2023

Each estate plan starts with a free 15 minute phone consultation. Estate Planning Packages include the following: estate planning questionnaire and an initial family legacy planning consultation (larger estates); phone, Zoom, or in-person consultation with asset review and

discussion of wishes, goals, and details to customize your plan (all estates); document preparation; document review; packet with original documents for signing, detailed instructions for a remote document signing (or in-person appointment if in the Gainesville area), and attorney instruction letter for how to safekeep your documents and complete any necessary follow-up such as updating beneficiary designations to work with your estate plan.

Plans with a trust include instructions for and help with trust funding as needed.

Simple Will Package                                                                          Will With Trust for Minors Package
Last Will and Testament                                                                       Last Will and Testament w/Trust for Minors
Durable Power of Attorney                                                                  Durable Power of Attorney
Designation of Health Care Surrogate                                                 Designation of Health Care Surrogate
Living Will                                                                                           Living Will
Single person: $800                                                                             Single person: $1,000
Couple: $1,200                                                                                    Couple: $1,500

Will With Supplemental Needs Trust for                                       Revocable Living Trust Package 
Disabled Beneficiary Package                                                          Revocable Living Trust Agreement
Last Will and Testament w/Suppl. Needs Trust                                  “Pourover” Will
Durable Power of Attorney                                                                 Durable Power of Attorney
Designation of Health Care Surrogate                                                Designation of Health Care Surrogate
Living Will                                                                                          Living Will
Single person: $1,800                                                                         Single Grantor: $2,000
Couple: $2,500                                                                                   Couple with Joint Trust: $2,500

 

Durable Power of Attorney Package                                              Durable Power of Attorney w/ Health 
Durable Power of Attorney                                                                Care Powers (single document)
Designation of Health Care Surrogate                                               Single person: $300
Living Will                                                                                         Couple: $450

Single person: $500
Couple: $700                                                                                      Family Legacy Planning Consultation $750 (for larger estates)

                                                                                                            This indepth initial consultation for clients with larger estates

                                                                                                            includes attorney review of estate planning questionnaire and

Additional Documents:                                                                     presentation of a range of options and fees for such options for

Enhanced Life Estate Deed* (“ladybird” deed): $350                       potential clients to choose from based on goals of probate avoidance;            Deed Into Trust* (for trust funding): $350                                         estate, gift and income tax minimization; business succession planning;

Deed of Gift* (quitclaim deed): $350                                                and family dynamics. If client retains after consultation, then fee for

Supplemental Needs Trust/Disability Trust+: $2,000                        consultation will be deducted from fee for option selected.

*includes recording fees

+includes submission for DCF approval                                           Elder Law/Asset Protection Planning Consultation $750 - Initial

                                                                                                           Consultation includes attorney review of elder's assets and income and

                                                                                                           presentation of a range of options and fees for such options for potential                                                                                                                   clients to choose from based on goals to preserve assets for family legacy                                                                                                                 planning and qualify for Medicaid ICP Program for long term care and

                                                                                                           other benefits. Options may include personal services contract, qualified                                                                                                                   income trust, enhanced life estate deed, plan for spend down to improve                                                                                                                   homestead property, Medicaid application and follow up. If client retains                                                                                                                 after consultation, then fee for consultation will be deducted from fee for

                                                                                                           option selected.

                             Options and fees for more complex estate plans are based on the information provided on the

potential client’s estate planning questionnaire and obtained during Family Legacy Planning Consultation
More Complex Estate Plans include Joint or Individual Revocable Living Trusts with Estate Tax Planning Provisions or Irrevocability or QTIP Trust Upon Death of First Spouse, Revocable Living Trusts with Supplemental Needs Subtrust for Disabled Beneficiary, Other Customized Revocable Trusts, Irrevocable Trusts, Charitable Trusts, Business Succession Planning, Complex Generational Planning.

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