Estate Planning Pricelist
Power of Attorney Plan
Individual: $250 Couple: $350
Includes the following:
- Consultation with your attorney
- Power of Attorney - Healthcare
- Power of Attorney - Property
- Living Will
Basic Will Plan
Individual: $875 Couple: $1,350
Includes the following:
- Consultation with your attorney
- Power of Attorney - Healthcare
- Power of Attorney - Property
- Living Will
- Basic Will
Testamentary Trust Plan
Individual: $1,100 Couple: $1,775
Includes the following:
- Consultation with your attorney
- Power of Attorney - Healthcare
- Power of Attorney - Property
- Living Will
- Will with Testamentary Trust
Probate Avoidance Plan for Simple Estates
Individual: $1,700 Couple: $2,700
Includes the following:
- Consultation with your attorney
- Power of Attorney - Healthcare
- Power of Attorney - Property
- Living Will
- Pour-over Will
- Revocable Living Trust (no estate tax avoidance provisions)
- Certificate of Trust
Probate Avoidance Plan for Complex Estates
Individual: $2,000 Couple: $3,100
Includes the following:
- Consultation with your attorney
- Power of Attorney - Healthcare
- Power of Attorney - Property
- Living Will
- Pour-over Will
- Revocable Living Trust (with estate tax minimization strategy provisions and other asset management strategies)
- Certificate of Trust
Please Note: We are not currently taking cases regarding decedent's estates or probate.
Transfer on Death Instrument (TODI) for Residential Property
$375 additional fee for each package
This document allows you to transfer your residential property to a person or persons or a trust after you die outside of the probate process. Please inquire for more information.
Includes the following:
- Drafting of TODI document
- Recording TODI with county recorder's office
NOTES FOR ALL PLANS:
- In all cases, you will be required to have two witnesses present at the signing of your documents. These can be anyone who is not mentioned in the documents in any way, or is not your healthcare provider.
- As part of the process, we will send to you drafts of your documents for your review. These documents can be sent to you either by US Mail or through our secure electronic portal where you can read and download them from your computer or mobile device. We encourage everyone to go paperless.
Let's get started on YOUR Estate Plan today!
Notes:
- Prices effective 2/2020, subject to change without notice.
- Additional documents requested are prepared at an extra charge.
- Plans as stated DO NOT include Medicaid planning provisions.
- Prices subject to change based on complexity of your case.
- Excessive work required beyond what is expected may be billed at a rate of $175/hr.