Service Fees

Living Trust Package

Less Than Half the Cost of a Typical Law Firm’s Trust Package!

$1,400 Individuals

$1,800 Couples

YOUR LIVING TRUST PACKAGE INCLUDES:

Revocable Living Trust

Certificate of Trust

Pour-Over Will(s)

Durable Power(s) of Attorney

Advance Health Care Directive(s)

Trust Transfer Deed for One Property

…plus additional helpful documents, all contained in an attractive estate planning portfolio. Notarization of all documents is included, free of charge.

Several clients have told me recently that they have been given quotes of over $5,000 for a standard Living Trust Package from some local attorneys.

________________________________________________________________

Individual Documents

LIVING TRUST or RESTATEMENT OF TRUST > $1,200

AMENDMENT TO A TRUST THAT WAS ORIGINALLY PREPARED BY SOMEONE ELSE > $650

AMENDMENT TO A TRUST PREPARED BY AFFORDABLE WILLS AND TRUSTS > $250

WILL > $800

CODICIL TO A WILL THAT WAS ORIGINALLY PREPARED BY SOMEONE ELSE > $450

CODICIL TO A WILL ORIGINALLY PREPARED BY AFFORDABLE WILLS AND TRUSTS > $250

DURABLE POWER OF ATTORNEY > $250

ADVANCE HEALTH CARE DIRECTIVE > $250

TRUST TRANSFER DEED > $250 (plus filing fees)

Hourly Rate for all Other Document Preparation Services

$150 PER HOUR