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Estate Planning Packages

 Pricing Menu - 2024

Estate Planning Packages for larger or more complex estates include the following: free 15 minute phone consultation, then client completes our firm’s estate planning questionnaire followed by initial family legacy planning consultation either by phone, Zoom, or in person to discuss assets, wishes, goals, and fee estimates for each option. See below for description and fee for family legacy planning consultation, which is deducted from total fee for option selected if retained. Once retained, there is a follow-up phone or in-person consultation to gather details to customize your plan. 

Estate Planning Packages for more modest or simpler estates include the following: free 15 minute phone consultation to gather background and offer a quote. Once retained, there is a follow-up phone or in-person consultation to gather details to customize your plan.

All Estate Planning Packages include the following: document preparation; document review; document signing appointment, or if remote, original documents prepared for your signature with detailed signing instructions; packet for you to take home with originals and extra copies for your use; and attorney instruction letter. Plans with a trust include instructions for and help with trust funding as needed.

Basic 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: $1,400

Will With Supplemental Needs Trust for                                    Basic 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: $1,500                                                                    Single Grantor: $2,000
Couple: $2,000                                                                               Couple with Joint Trust: $2,800

 

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: $750                                                                                 Family Legacy Planning Consultation $700                                                                                                                                          Initial Two-Hour Consultation includes attorney review of  
Additional Documents (a la carte):                                             estate planning questionnaire, assets, and goals, and 
Enhanced Life Estate Deed* “ladybird deed": $400                presentation of a range of options and fees for such options
Deed Into Trust* (for trust funding): $400                                  for potential clients to choose from based on goals of
Deed of Gift* (quitclaim deed): $400                                         probate avoidance; estate, gift and income tax minimization;
Suppl. Needs Trust/Disability Trust+: $1,800                             business succession planning;  and family dynamics.

*includes recording fees                                                              If client retains after consultation, then fee for consultation

+includes submission for DCF approval                                    will  be deducted from fee for option selected.

                                                                                                                         

Fees for more complex estate plans are based on the information provided on the potential client’s in-depth questionnaire
and Family Legacy Planning Consultation: More Complex Estate Plans include Joint or Individual Revocable Living Trusts
with Estate Tax Planning Provisions, Revocable Living Trusts with Supplemental Needs Subtrust for Disabled Beneficiary, Other Customized Revocable Trusts, Irrevocable Trusts, Charitable Trusts, Business Succession Planning, and Complex Generational Planning.

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