Our attorneys will consult with you and create a comprehensive estate plan all for one fair flat rate. Not sure which plan or documents you need? Don’t worry, by listening to your story and collaborating with you throughout the process, our attorneys will ensure that your estate plan addresses your unique needs with the appropriate custom-tailored legal tools.
Will Plan
- $900 for an Individual
- $1200 for a Couple
This flat rate includes consultation regarding, custom preparation of, and execution of the following core estate planning documents: Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, and Advance Directive/Living Will. In addition, our Will Plan covers preparation and execution of ancillary documents as appropriate, including nominations of guardians and conservators for minors, appointment and instructions for disposition of remains, personal property distribution lists, and homestead declarations for your primary residence.
Trust Plan
- $2800 for an Individual
- $3500 for a Couple
This flat rate includes consultation regarding, custom preparation of, and execution of the following core estate planning documents: Revocable Living Trust, Certification of Trust, Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, and Advance Directive/Living Will.
Our Trust Plan also covers preparation and execution of ancillary documents as appropriate, including:
- nomination of guardians and conservators for minors
- appointment and instructions for disposition of remains
- personal property distribution list
- schedule of trust assets
- assignment of tangible personal property to the trust
- comprehensive beneficiary designation to the trust
- assignment of loans to the trust
- change of ownership/beneficiary designation letter
- transfer of primary residence to the trust
- homestead declaration.
Trust Restatement or Amendment
- Restatement: $2800 for an Individual; $3500 for a Couple
- Amendment: $325 per hour, plus flat rates for other documents, as requested
If you already have a trust in place and would like to make changes or updates, we will recommend either a trust restatement or trust amendment, depending on your circumstances and wishes for your estate plan. Trust amendments typically include changes to specific terms within a trust. Trust restatements typically include restating your entire trust to bring it up to date with your current state of residence, current law, and your current wishes for your estate plan. Our flat rate for trust restatements includes the preparation and execution of Trust Plan documents, as stated above.
Trust Plan for Federally Taxable Estates
- $5000 for an Individual
- $8500 for a Couple
For individuals and couples with estates at or over the applicable federal estate tax exemption amount ($13.61 million for individuals, $27.22 million for couples), we will provide all the documents and services in our standard trust plan as well as estate tax planning counsel to advise you on how to reduce or eliminate federal estate tax exposure. Please note that any additional trusts, agreements, businesses, or documents prepared to go along with a Trust Plan in this circumstances does not fall within these flat rates, and will be billed separately.
Our attorneys can add any of these supplementary options to a comprehensive estate plan bundle for the following additional rates. Except as otherwise noted, these flat rates are in addition to the bundle rates above.
Deeds
- $300 per deed plus filing and recording fees
This flat rate includes preparation and execution of deeds to transfer interests in real estate, including Transfer on Death deeds, and the recording of said deeds with the Clerk and Recorder's Office in the county in which the property is located. A Trust Plan flat rate includes the transfer of your primary residence to your trust; any other pieces of real estate you own should also be transferred to your trust, and a deed will need to be prepared for each one.
Assignments of Business Interests
- $300 per business
When creating a trust as a business owner, it is important that your ownership in your business be assigned to your trust to ensure probate avoidance. This flat rate includes preparing and executing assignment agreements and other documents necessary to transfer your business interests to your trust, whether you have an LLC, S-corp, C-corp, partnership, or other form of business entity.
A/B Trust, Bypass Trust, QTIP Trust, or Disclaimer Trust for Couple
- $1200
These trust add-ons are useful for maximizing tax savings and/or for providing for the surviving spouse while protecting the inheritance of separate children in blended families. Please note that the fee for these add-on is included in the Trust Plan for Federally Taxable Estates flat fee listed above.
Separate Trusts for a Couple
- $1800
This add-on is useful for maintaining independent finances (in addition to maximizing tax savings and/or for providing for the surviving spouse while protecting the inheritance of separate children in blended families).
Third Party Special Needs Trust
-$2000
This add-on is useful for preserving public benefits for those with disabilities.
Additional Single Asset Trust
-$1500
Sometimes it is beneficial to create a trust for the sole purpose of holding a single asset. This add-on is useful for complying with agency regulations and preserving privacy when handling unique assets like an airplane or a National Forest Service cabin lease.
-$1500 for an Individual
-$2500 for a Couple
When creating a trust, it is critical that the trust be properly funded with your assets to ensure probate avoidance and the proper implementation of your estate plan. While some people are comfortable doing this work on their own, some opt to have our office complete this work for them. For the flat rates above, our office will work directly with banks and other financial institutions to retitle bank accounts, safe deposit boxes, investment accounts and securities, and update beneficiary designations for insurance policies, annuities, and retirement accounts, such as 401(k)s, IRAs, etc.; work with MVD to retitle vehicles; and perform any other necessary work to ensure the non-probate ownership of all financial and personal assets.
-$325 hourly fee for attorney time, $175 hourly fee for paralegal time, plus costs and expenses
Our attorneys and paralegals will guide you through the entire process, from helping you figure out whether you need to or should go through probate, to acting as counsel for the personal representative or trustee when appropriate.
Our office will work closely with you to form a business entity that meets your needs and is ready to operate, all for a single flat rate.
Non-corporation business entity - LLC, LLP, certain S-corps, etc.
-$1200
Our office will work closely with you to form a business entity that meets your needs and is ready to operate. Our non-corporation business formation service includes an initial meeting to discuss your needs, filing all documents necessary to create your business with the Secretary of State's Office, obtaining an EIN for the new business, preparation of an operating/partnership agreement and other ancillary formation documents, and legal counsel and advice regarding your new business.
Corporation (C-corp or S-corp)
-$2000
Our corporation business formation service includes an initial meeting to discuss your needs, filing all documents necessary to create your business with the Secretary of State's Office, obtaining an EIN for the new business, preparation of bylaws and ancillary documents, issuance of shares, if applicable, preparation of initial minutes, resolutions, etc., and legal counsel and advice regarding your new business.
All other services not mentioned above will be billed at our hourly rates of $325 hourly fee for attorney time, $175 hourly fee for paralegal time, plus costs and expenses, unless a flat rate is agreed to during initial discussions.
Please note that all flat rates discussed above do not include filing and recording fees.
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