Estate Planning Cost
Wondering about the estate planning cost or the best custom estate plan for you? Schedule a consultation today, and we’ll help you decide while we answer any other questions you have.
Estate Plans With A Trust
BASIC
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Power of Attorney (POA)
- Advanced Healthcare Directive (AHCD)
- Pour-over Will
- Revocable Trust
- Ancillary Documents
- Deed for a Property & Attachment
- Assignment of Property
- Estate Plan Binder
- Close Out Meeting to Review Your Estate Plan Binder
- Ongoing Availability to Answer Questions Regarding Your Estate Plan
$2,000 for Individual
$2,500 for Couples
BETTER
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Additional Meeting with Attorney
- To Provide Education on Your Estate Plan
- To Strategize For & Stress Test Your Instructions for Your Agents & Trustees
- Power of Attorney
- Advanced Healthcare Directive
- Pour-over Will
- Revocable Trust
- Ancillary Documents
- Certification of Trust
- Deed for 1 Property & Attachments
- Assignment of Property
- Glossary
- Wallet Healthcare Directive
- Letter Containing Instructions for Fund Your Trust & Avoiding Probate
- Estate Plan Binder
- Close Out Meeting to Review Your Estate Plan Binder
-
Ongoing Availability to Answer Questions Regarding Your Estate Plan
$3,000 for Individual
$3,500 for Couples
CUSTOM
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Additional Meeting with Attorney
- To Provide Education on Your Estate Plan
- To Strategize For & Stress Test Your Instructions for Your Agents & Trustees
- Additional Intake Meetings with Attorney to Draft:
- Custom Power of Attorney
- Custom Advance Healthcare Directive
- Custom HIPPA Waiver
- Custom Pour-over Will
- Custom Revocable Trust (or Bypass Trust)
- Plan on Spending 4 to 6 Hours Meeting with Your Attorney)
- Ancillary Documents
- Certification of Trust
- Deeds for Properties & Attachments
- Assignments As Needed (e.g. Property, Business, LLC etc)
- Glossary
- Wallet Healthcare Directive
- Letter Containing Instructions for Fund Your Trust & Avoiding Probate
- Estate Plan Binder & Management Binder for Estate Plan
- Two Hour Close Out Meeting Going over Estate Plan Binder & Education for Ongoing Management of Trust
- Better Use of Your Management Binder Will Result In Lower Future Trust Administration Costs
- Ongoing Availability to Answer Questions Regarding Your Estate Plan
$4,000 for Individual
$4,500 for Couples
Not sure which option is best for you? Schedule a consultation today and we’ll help you decide while we answer any other questions you have.
Estate Plans Without A Trust
BASIC
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Power of Attorney
- Advanced Healthcare Directive
- Will
- Estate Plan Binder
- Close Out Meeting to Review Your Estate Plan Binder
- Ongoing Availability to Answer Questions Regarding Your Estate Plan
$1,000 for Individual
$1,250 for Couples
BETTER
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Additional Meeting with Attorney
- To Provide Education on Your Estate Plan
- To Strategize For & Stress Test Your Instructions for Your Agents & Trustees
- Power of Attorney
- Advanced Healthcare Directive
- Will
- Ancillary Documents
- Glossary
- Wallet Healthcare Directive
- Letter Containing Instructions on How to Avoid Probate for a Limited Number of Assets
- Estate Plan Binder
- Close Out Meeting to Review Your Estate Plan Binder
-
Ongoing Availability to Answer Questions Regarding Your Estate Plan
$1,500 for Individuals
$1,750 for Couples
CUSTOM
- Attorney Review of Your Asset & Liability Intake Questionnaire
- Additional Meeting with Attorney
- To Provide Education on Your Estate Plan
- To Strategize For & Stress Test Your Instructions for Your Agents & Trustees
- Additional Intake Meetings with Attorney to Draft:
- Custom Power of Attorney
- Custom Advance Healthcare Directive
- Custom HIPPA Waiver
- Custom Will (with Testamentary Trust)
- Plan on Spending 4 to 6 Hours Meeting with Your Attorney
- Ancillary Documents
- Glossary
- Wallet Healthcare Directive
- Letter Containing Instructions on How to Avoid Probate for a Limited Number of Assets
- Estate Plan Binder & Management Binder for Estate Plan
- Two Hour Close Out Meeting Going over Estate Plan Binder & Education for Ongoing Management of Trust
- Better Use of Management Binder Will Set Up Your Future Trust for Success
- Ongoing Availability to Answer Questions Regarding Your Estate Plan
$2,500 for Individual
$3,000 for Couples
Please Note:
- Basic Plans are only for clients who are certain in their wishes and desire to have bare bones estate plans. These clients will not require much time having questions answered.
- If you are in need of a bypass trust (sometimes referred to as and A/B or A/B/C trust) or asset protection considerations, then the custom tier will most likely be more suitable for you.