Our trust packages are by far are most popular service. The package includes: Revocable Living Trust, Pour-Over Will, Financial and Medical Power of Attorney, Healthcare Directive, Funeral Directive, Personal Property Memorandum, (1) Transfer of Real Estate to Trust, Free Online Notarization, Physical Estate Planning Portfolio, and Unlimited Attorney Consultation.
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Individual Trust Package - $3,000
Full service package for one individual. This includes all of the above documents and services.
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Joint/Married Trust Package - $3,500
Full service package for married couples. This includes documents and services for each spouse.
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For those with estates with a value at or above $3,500,000, we suggest adding advanced tax planning. We offer this service for an additional $1,000.
Individual Trust Package with Advanced Tax Planning - $4,000
Married Trust Package with Advanced Tax Planning - $4,500
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For those who do not need ancillary documents and prefer to stick with just a trust, we also offer a la carte services.
A La Carte Trust (Individual) - $2,000
A La Carte Trust (Married) - $2,500
A La Carte Trust (Individual) with Advanced Tax Planning - $2,000
A La Carte Trust (Married) with Advanced Tax Planning - $2,500
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We also offer the following add-ons for those who may need a bit more assistance.
Full Trust Funding: (+) $1,500
Additional Deeds: (+) $400
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