estate planning packages

My goal is to make Estate Planning financially accessible to everyone.  Please review my price list below and contact me today to begin the process.

One Person Estate Plan Package

Perfect for a single person.

$1,800.00

  • Revocable Living Trust
  • Last Will and Testament
  • Health Care Directive
  • Financial Power of Attorney
  • Certification of Trust
  • One Real Property Deed
  • Assignment of Personal Property
  • Personal Property Memorandum
  • Funding Memorandum
  • USB Drive with all Documents

 

Two Person Estate Plan package

Perfect for married couples and domestic partners.

$2,500.00

  • Joint Revocable Living Trust
  • Last Wills and Testaments (2)
  • Health Care Directives (2)
  • Financial Powers of Attorney (2)
  • Certification of Trust
  • One Real Property Deed
  • Assignment of Personal Property (2)
  • Personal Property Memorandum
  • Funding Memorandum
  • USB Drive with all Documents
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*Prices include a standard Probate Avoidance Trust. Advanced planning (including AB Trust and Irrevocable Trusts) can only be quoted after a consultation. Price does not include applicable state and county imposed fees.

Individual document pricing

Revocable Living Trust – $950 Last Will and Testament – $700
Financial Power of Attorney – $450 Advance Health Care Directive – $450
Other Trusts – Call for Quote Trust Transfer Deed – $650
  Trust Administration – $300/hour