estate planning packages & other services
I believe that no client should be surprised by their legal bill, which is why I offer my most popular estate planning packages at a flat rate. If I cannot charge a flat rate for the services you need, I will endeavor to give you as much information as possible regarding the potential investment. Read below to learn more about the services I offer.
estate planning
basic estate plan
$525 individual / $950 married couple
Just the essentials to plan for incapacity and distribution of your property upon your death. Includes:
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Last Will & Testament
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Durable Financial Power of Attorney
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Healthcare Power of Attorney & Living Will
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Guidance on beneficiary designations for non-probate property
Married couples receive one set of documents for each spouse.
revocable trust plan
$1,525 individual / $2,300 married couple
Simplify your estate, avoid probate, and plan for incapacity with a revocable trust. Includes:
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Everything in the Basic Estate Plan
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Revocable Living Trust Agreement
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Certification of Trust
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1 deed transferring primary residence to the trust
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Written instructions on funding the trust
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Written instructions to successor trustee(s)
irrevocable trusts
Billed hourly
Irrevocable trusts can minimize inheritance taxes, protect property from creditors, and help individuals qualify for Medicaid long-term care benefits. Because these trusts are highly specialized, they are often billed at an hourly rate. A quote can be provided after a consultation. An irrevocable trust is generally added on top of the Basic Estate Plan or Revocable Trust Plan.
other trusts
Billed hourly
Other types of trusts include special needs trusts, pet trusts, educational trusts, or other trusts designed to control the timing, manner, and purpose of distributions to beneficiaries during or after your lifetime. These trusts may be revocable (able to be changed or revoked during your lifetime) or irrevocable. These trusts are generally billed at an hourly rate due to the uniqueness of each client's goals and circumstances. Typically, they will be added to a Basic Estate Plan or Revocable Trust Plan.
A note about flat rates: The flat rates identified above are for the standard documents & services identified under the applicable package. The flat rate includes three meetings (initial consultation, a meeting to review draft documents and answer questions, and a brief final meeting to sign your documents). These fees also include a moderate level of customization of your estate plan. Because every estate plan is different, your plan may require additional meetings or customization (such as the inclusion of testamentary trusts or sub-trusts, or additional deeds). If your estate plan requires documents or services that are not included in these flat rate packages, I will inform you before you sign an engagement letter and will provide a quote on the anticipated investment for such services or documents.
other services
The services below are generally billed at my hourly rate and may require a retainer. These services are not included in the estate plan packages above and must be outlined in an attorney client agreement before any work begins. Representation of trustees and beneficiaries are subject to a conflict check before I can commit to representation.
Probate Administration
Navigate the probate process efficiently, with confidence.
Trust Administration/
Trustee Guidance
Recently appointed trustee and are not sure where to start? Need help interpreting a trust agreement or understanding your responsibilities? I give you the advice you need.
Medicaid Planning, Applications & Appeals
I help clients plan for long-term care costs, and handle applications and appeals.
Trust Restatements, Revocations, Terminations
I help update or terminate trusts (when permitted) as circumstances change.
Trust Funding Assistance
I can provide extra assistance making sure your assets are correctly transferred to your trust.
Representative Coordination Assistance
I help you communicate your plan to your executor(s), trustee(s), and family.
Estate Plan Updates or Amendments
I help review and update your estate plan as your life and goals change.
Beneficiary Representation
I help beneficiaries understand their rights under a trust or estate.
ready to start planning?
Let's have a conversation about what documents and services best meet your needs. Click below or call to schedule your consultation.
Statements on this website do not guarantee specific outcomes for any client or potential client and are intended solely to desribe the nature of the legal services offered.