How Much Will An Estate Plan Cost?

INDIVIDUAL PLANS

Will-Based Plan …………………………. $1,000 – $3,500

    • Last Will and Testament (with possible testamentary trust, guardianship provisions, family values statements, and beneficiary guidance provisions)
    • Durable Power of Attorney
    • Advance Healthcare Directive and Living Will

Trust-Based Plan …………………………. $3,000 – $5,500

    • Revocable or Irrevocable Trust (with possible provisions on asset protection planning, Medicaid planning, disability planning, family values statements, cascading trusts for beneficiaries, irrevocable trust, and special needs trust provisions)
    • Trustee and Successor Trustee Instructions
    • Affidavit of Trust and Certification of Trust
    • Trust Funding including Deed preparation and recordation
    • Pour-over Last Will and Testament (with possible guardianship provisions)
    • Durable Power of Attorney
    • Advance Healthcare Directive and Living Will
SWEETHEART PLANS (for married couples)

Will-Based Plan …………………………. $2,000 – $5,000

    • Last Will and Testaments (with possible testamentary trust, guardianship provisions, family values statements, and beneficiary guidance provisions)
    • Durable Powers of Attorney
    • Advance Healthcare Directives and Living Wills

Trust-Based Plan …………………………. $4,000 – $7,500

    • Joint or Separate Revocable or Irrevocable Trust (with possible provisions for A-B Trusts, Bypass/Credit Shelter Trusts, Family Trusts, Common Trusts, Federal and state tax planning, asset protection planning, Medicaid planning, disability planning, family values statements, cascading trusts for beneficiaries, and special needs trust provisions)
    • Trustee and Successor Trustee Instructions
    • Affidavit of Trust and Certification of Trust
    • Trust Funding including Deed preparation and recordation
    • Pour-over Last Will and Testaments (with possible guardianship provisions)
    • Durable Powers of Attorney
    • Advance Healthcare Directives and Living Wills
MAINTENANCE PLAN …………………. $750 per year
  • Annual review on anniversary of plan of fiduciary designations, beneficiaries and their distribution provisions, tax planning, Medicaid planning, and disability planning (Summary sent to Client(s))
  • Any necessary revisions made to fiduciaries and beneficiary designations
  • Funding review (transfer of newly acquired assets based on plan)
  • Access to attorney for Client questions throughout the year