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Complete Living Trust Package
Includes:
- ✓ Attorney Planning Session
- ✓ Revocable Living Trust
- ✓ Certificate of Trust
- ✓ Pour-over Will
- ✓ Durable Power of Attorney for Finances
- ✓ Durable Power of Attorney for Healthcare
- ✓ Advance Medical Directive
- ✓ Trust Funding Memorandum
Complete Will Package
Includes:
- ✓ Attorney Planning Session
- ✓ Last Will & Testament
- ✓ Durable Power of Attorney for Finances
- ✓ Durable Power of Attorney for Healthcare
- ✓ Advance Medical Directive
Ongoing Attorney Support
Includes:
- ✓ Assistance with funding the Trust
- ✓ Attorney support for estate planning questions
- ✓ Annual estate planning check-up
- ✓ Electronic storage with remote access
Additional Services
Prepare & File Property Transfer Deed – $399+ County fees
Estate Planning Binder (all documents printed and delivered) – $49
Mobile Notary Service – $249
Mobile Witness Service – $149
Special Needs Provisions – $499
Expedited Service – $299i
Transfer of Business Interests into Trust – Call for pricing. The transfer of closely-held businesses, LLC interests, professional corporations and other business interests are often subject to restrictions. We will need to examine and follow the underlying governing documents to legally make the transfer.
Substantial Disinheritance Provisions ($499): Leaving out a spouse or child increases the risk of legal challenges. To properly document these exclusions, we charge an additional $499.
Unusually Complex Provisions ($499-$999): Unusually detailed or restrictive inheritance terms require more drafting and discussion, resulting in an extra fee.
Other Legal Work: Attorney rates for non-listed services range from $499-$799 per hour.
*Every Package comes with Ongoing Attorney Support, free for 30 days then $149/yr.***
**The price for the first year of Ongoing Attorney Support is $149, then it renews automatically each year. Cancel online or by calling us. For more details, please see our Legal Plan Contract Terms.