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1. Revocable Living Trust* (functions as your Will for all
of your assets which you place in the name of your trust). Includes:
(i) the living trust; (ii) Synopsis of Trust (summary
of the trust) (iii) Certification of Trust (the abbreviated document
you show to evidence the existence of the trust)
- Trust for Single Person $750.00
- AB Trust for Married Couple $1195.00
- ABC Trust for Married Couple $1395.00
- Two separate trusts for Married Couple $1795.00
- Extra charges for QTIP (spouse limitation) and separate beneficiaries
(i.e.second marriage)
2. Durable Power
of Attorney for Financial Matters* (designates agent to make financial
decisions for you if you become incapacitated). Includes notarization.
- Financial DPA for Single Person $195.00
- 2 Financial DPAs for Married Couple $345.00
3. Durable Power
of Attorney for Health Care* (designates agent to make medical decisions
for you if you become incapacitated) . Includes notarization.
- Health Care DPA for Single Person $195.00
- 2 Health Care DPAs for Married Couple $345.00
4. Pour Over Will* (Pours assets not placed in your trust
into your trust)
- Single Person $200.00
- Married Couple $300.00
5. Anatomical Gift
Provision (states your desires regarding donating vital organs) $45.00
6. Separate Property
Agreement (used by married person holding separate property) Includes:
agreement plus exhibit listing separate property.
- One Spouse with
Separate Property $475.00
- Both Spouses with
Separate Property $850.00
- Revision of marital agreement, if necessary, charged at $290
per hour.
7. Transfer of Real Estate into Trust and Recordation* (preparation
and recording of deed transferring title to your real into the name
of the trust). Includes: preparation, notarization and recording
of deed and filing of Change of Ownership Report.
- Each parcel of real property to be transferred $325.00
8. Transfer of
Personal Property into Trust* (preparation of documents transferring
personal property - e.g. bank accounts, stocks, etc. - into the name of
the trust)
- Each item of personal property to be transferred, except as
follows: $75.00
- Each Individual securities not in investment accounts. $100.00
- Each partnership or close corporation transfer. (May involve
entity document rev. charged at $290/hr.) $125.00
- Follow up services, if necessary, charged at $290 per hour.
9. Basic Will (instead of living trust)
- Single Person $495.00
- Married Couple $795.00
10. Asset Protection Estate Planning Analysis $400.00
11. Homeowner Exemption (exempts $7,000 from property taxation
for principal residence). Includes filing with Assessor's Office.
$95.00
12. Homestead Declaration (protects $75,000-$125,000 against
creditors in the event a judgment is recorded on your home. Includes
notarization and recordation $245.00
* Discount of 10%
for complete trust package (consisting of living trust and pourover will(s),
durable powers of attorney for financial matters and for health care,
and living will). Included at no charge is your personalized Living Trust
notebook, "Advisors Page" and "Memorandum" which allows
you to name specific gifts of personal property.
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