Complete Estate Planning Trust Package: $799.00
For a Married Couple or Single Person
Start Your Trust Package which includes:
1. Revocable Living Trust to avoid probate.
2. Pour-Over Will(s) to name guardians for minor children and catch remaining assets.
3. Power(s) of Attorney for Financial Matters if you become incapacitated.
4. Power(s) of Attorney for Medical Care (Sometimes called “Advance Directives or Living Wills)
5. Deed transferring primary residence to the trust. (Each additional parcel is only $49.00)
6. General Assignment of Property transferring household items to trust
7. Certificate of Trust Existence to ease transfer of assets into the trust.
8. Written Instructions on how to execute all documents and transfer remaining assets to the trust.
Additional Services You Can Purchase:
1. In-Office Appointment to personally review your situation with you. ($199.00)
2. Full In Office Review, Explanation and Execution of All Documents. ($199.00)
3. Assistance in Transferring Assets to the trust (Billed hourly at $225.00/hour)
ALL-IN-ONE BEST VALUE PACKAGE : $1350.00
This package includes:
1. All trust documents.
2. All In-Office Appointments.
3. All Assistance in Transferring Assets into the Trust that you need without limitation. No limit on number of deeds or number of hours needed to assist you in transferring assets into or out of the trust for as long as you need the help.
The only additional cost you would ever incur would be to amend trust documents based upon your desire to change who receives assets or who you would like to have act as your Trustee, Guardian, etc.
This is the best package to choose if you are not completely sure of how you would like to set up your plan or how to transfer assets into the trust. It is the same level of service provided to my traditional in-office clients.
To make an appointment, click the RED tab at the right.
