Services & Fees

Revocable Living Trust Document Package: $1,195 – $1,500 (depending on complexity)

Revocable trust with “AB” provisions (for married couples) and beneficiaries’ inheritances creditor-protected for life, trust schedules for ease of updates, pourover wills, financial powers of attorney, health care powers of attorney, living wills, assignment of tangible personal property, certificate and abstract of trust, special warranty deed to transfer home to trust, indexed notebook for storage of documents, instructions to beneficiaries and successor trustee.

Simple Revocable Living Trust Document Package: $950

Revocable trust with outright distributions to beneficiaries, pourover wills, financial powers of attorney, health care powers of attorney, living wills, assignment of tangible personal property, certificate and abstract of trust, special warranty deed to transfer home to trust. 

Will Package: $500 ($650 for married couple)

Last will and testament, financial power of attorney, health care power of attorney, living will.

Powers of Attorney Package: $250 ($500 for married couple)

Financial power of attorney, health care power of attorney, living will

A La Carte Trust Documents: $150/ea (depending on complexity)

Trust Amendment, Codicil to Will, Powers of Attorney, Living Will, Special Warranty Deed, Beneficiary Deed

Trust Schedules: $100-150/ea (depending on complexity)

Other documents: Fixed fees upon request

New client initial meeting: No charge