Living Trust & Estate Plan Fees

• LIVING TRUST PACKAGE – $699

  1.  Living Trust Document

  • Lets family inherit your property without going through probate court
  • Avoid probate and may also let your heirs avoid federal taxes after your death (only with very large estates)
  • Name executors and beneficiaries of your estate
  • Designate specific distribution of your estate property
  • Create sub trust for minor beneficiaries or create Special Needs sub trust beneficiaries with special needs.
  • Preparation of one Trust Transfer Deed (additional Deeds are $150/each, $200/each for out of state)

  2.  Certification of Trust

  • A shorter version of your Living Trust, primarily used to transfer property into your trust document

  3.  Pour Over Will

  • States that all property at the time of death shall be transferred to the Trustee of the trust. Example, an inadvertent failure to transfer real property to the Trust.
  • Name guardian to care for children
  • Forgive debts to others

• ESTATE PLAN PACKAGE – $950

  Includes the “LIVING TRUST PACKAGE” in addition to:

  4.  Advanced Healthcare Directive (included in this Package OR $150 separately)

  • If you are concerned about the kinds of medical treatment you may receive at the end of your life. Plus, a HIPAA Release Authorization.
  • Other issues concerning your natural death
  • Consider appointing someone to carry out your wishes

  5.  Durable Power of Attorney for Finances (included in this Package OR $150 separately)

  • If you are elderly or in poor health, you may be concerned about who will handle your day-to-day financial matters
  • A durable power of attorney gives a person you choose legal authority to manage your property on your behalf if you become incapacitated

  6.  Final Arrangements (included in this Package OR $150 separately)

  • How will your family pay for your funeral?
  • What will happen to you after your death?
  • Do you prefer burial or cremation?
  • What about the ceremony? Do you want one?
  • Give wishes and desires

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  Additional Deed Preparation – Fees Vary from $85 to $150 per parcel

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  Out of State Deed(s) and Mobile Home Transfers – $200 per parcel

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  Plus Recorder’s Fees – varies by county (typically between $20 to $25 per deed)

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  NOTE: Everyone’s situation is a little different, so reach out and we are happy to take the time and discuss your details.

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