Pricing

As an experienced attorney, I offer comprehensive Estate Planning Services tailored to meet the unique needs of each client. My Estate Planning Document Packages provide a thorough combination of essential documents to ensure that your wishes are clearly articulated and legally binding. 

Depending on your specific situation, I offer a range of Estate Plan Document Packages, from Basic Individual and Couples Will Plans to Individual and Couples Living Trust Plans. Each package includes a variety of critical documents, such as Last Will and Testament, Durable Power of Attorney for Business Affairs, and Advance Health Care Directives, among others. 

By choosing your attorney-prepared Estate Planning Document Packages, you can be confident that every aspect of your Estate Plan will be meticulously crafted and customized to protect your Legacy and provide peace of mind for you and your loved ones. You may want to check out our Estate Planning FAQ's Page for additional information - https://www.rjfesq.com/faq/estate-planning-faq-s 

ESTATE PLANNING PACKAGES

ATTORNEY PREPARED ESTATE PLAN PACKAGES**

• Basic Individual Will Plan: $1,500.00
• Basic Couples Will Plan: $1,750.00
• Individual Living Trust Plan: $2,500.00
• Couples Living Trust Plan: $3,500.00

**Attorney Prepared ESTATE PLAN PACKAGES also include a Free Consultation and the following List of Documents: 

BASIC WILL PLANS:

1. Free Initial Consultation
2. Last Will and Testament
3. Durable Power of Attorney for Business Affairs
4. Advance Health Care Directive (Living Will)
5. Assignment of Tangible Personal Property
6. Nomination(s) of Guardian for Minor(s) (if any)
7. Declaration of Community Property (where appropriate)
8. Form Letter with Instructions for Distribution of Personal Property
9. Burial Instructions
10. Summary Cover Letter Explaining Documents

REVOCABLE or IRREVOCABLE TRUST PLANS:

1. Revocable or Irrevocable Trust
2. Certification of Trust
3. Pour-over Will (to replace #2 above)
4. Trust Synopsis (in plain English, not legalese)
5. Funding Instructions (for after-acquired assets)
6. Separate Schedule "A" - Initial Trust Assets
7. HIPAA Document
8. Explanation of Estate Planning Provisions
9. Signing Instructions
10. Summary Cover Letter Explaining Documents

Depending on the ESTATE PLAN PACKAGE you select, it may be necessary to include certain other essential documents, such as:

1. Deed for Residence (if needed)
2. Deed for other Real Property (if needed)
3. Letter(s) of Instructions to Bank(s)
4. Letters of Instruction for Brokers, Mutual Funds, and Direct Registration Accounts (if needed)
5. Stock Powers and Transmittal Letters for Stock Certificates held by you (if needed)
6. Letters of Instruction for Life Insurance, IRA's, and Annuities (if needed)
7. Assignments for Business Interests, General and Limited Partnerships, LLCs (if needed),
8. Notes and Deeds of Trusts (if needed)
9. Explanation of Estate Planning Provisions
10. Signing Instructions
11. Summary Cover Letter Explaining Documents

Most Clients opt for complete ESTATE PLAN PACKAGES. Occasionally, however, certain situations will arise where a Client requires an individual document. In such cases, the fees for said documents are as follows:

Individual Estate Planning Document Fees:

• Nomination of Guardian for Minor Children ... $300.00
• Advance Health Care Directive ... $300.00
• Bypass Trust Provisions ... $450.00
• Special Needs Trust Provisions ... $450.00
• Assignment of Business Interests ... $450.00
• Durable Power of Attorney for Business Affairs ... $450.00

Additional Consultations may be required depending on the Client's situation.

• Hourly Fees are Billed at $250.00 per Hou

CUSTOM BINDING SERVICES: Protect and store your valuable Estate Planning Documents in our attractive Binder. When you purchase our Custom Binding Services for an additional $95.00, we will:

• Print (2) Copies of your Estate Planning Documents
• Organize your Documents using our Custom Tabs
• Insert the Documents into the Estate Planning Binder
• And ship directly to your home

GET STARTED NOW  

• You can use our simple LawPay system to make your payment(s) online.
• Just click the link here: https://secure.lawpay.com/pages/rjfesq/trust