Living Trusts
Additional Estate Planning Services
À La Carte Items
Advance Health Care Directive - [ $175 ]
Appointing someone to make medical decisions for you if you are unable.
Affidavit of Domicile - [ $487.50 ]
Affidavit of Death of Joint Tenant - [ $487.50 ]
Affidavit of Right - [ $487.50 ]
Affidavit of Death by Successor Trustee - [ $487.50 ]
Assignment - [ $375 ] after trust ($175 for extra at time of trust)
Certificate of Trust or Attorneys Certification - [ $375 ] ($275 at time of AMD/COD pkg)
Declination to Act as Trustee - [ $375 ]
Irrevocable Life Insurance Trust - [ $1,500 ]
If your estate is taxable, the life insurance trust is an effective way of generating non-taxable dollars for the payment of estate taxes, or to provide estate liquidity.
Deed of Property to an Existing Trust IN STATE - [ $487.50 ] Regular Price ($275 at time of Trust)
Deed of Property to an Existing Trust OUT OF STATE - [ $550 ] Regular Price ($375 at time of Trust, plus recording fees)
Notice of Death by Trustee - [ $487.50 ]
Power of Attorney - [ $375 ]
Appointing someone to make financial decisions for you if you are unable.
Trust Amendment and Codicil - [ $375 if we prepared the original trust, $500 if to another attorney’s trust ]
Trust Amendment & Codicil & Health Directive & Power of Attorney
Singles - [ $600 if we prepared the original trust, $750 if to another attorney’s trust ]
Couples - [ $750 if we prepared the original trust, $900 if to another attorney’s trust]
Additional Services
Initial phone consultation with attorney is free.
Attorney services not listed above are billed at $375/hour.
Paralegal services not listed above are billed at $175/hour.
Time billed in sixth-hour segments.
Subsequent phone consultations (other than related to a contracted-for EPC Comprehensive Plan) billed at hourly rate.
Out-of-office and rush jobs will be billed at twice normal rates.