All of the following fees are starting prices, which means I may need to charge you more based on your specific situation depending on its complexity and other issues. I charge flat rate fees, which means you know how much you will pay for legal services before I begin any work. Filing fees are additional and are either noted below or I will discuss them with you before beginning any work on your legal matter. My consultations start at 30 minutes for $150 (longer paid consultations are available), and I will deduct that fee from your estate plan if you retain me after the consultation. I give discounts and provide payment plans in certain limited circumstances.
Irrevocable Medicaid Trust Plan – Single Person: $4500
Irrevocable Medicaid Trust, Pourover Will, Durable Power of Attorney, Advance Directive, Health Care Proxy, HIPAA Release, and one Real Estate Deed (no title examination undertaken).
Joint Irrevocable Medicaid Trust Plan – Married Couple: $5000
Single Joint Irrevocable Medicaid Trust, Pourover Wills, Durable Powers of Attorney, Advance Directives, Health Care Proxies, HIPAA Releases, one Real Estate Deed (no title examination undertaken).
Irrevocable Medicaid Trust Plan – Married Couple: $6000
Irrevocable Medicaid Trusts, Pourover Wills, Durable Powers of Attorney, Advance Directives, Health Care Proxies, HIPAA Releases, and one Real Estate Deed (no title examination undertaken). This does not include other asset transfers which will be quoted separately in each case.
Will Plan – Single Person: $1200
Will, Durable Power of Attorney, Health Care Proxy, Advance Directive, HIPAA Release, and Declaration of Homestead. (Trust not included.)
Will Plan – Married Couple: $2300
Wills, Durable Powers of Attorney, Health Care Proxies, Advance Directives, HIPAA Releases, and Declaration of Homestead. (Trust not included.)
Revocable Trust Plan – Single Person: $2500
Revocable Trust, Pourover Will, Durable Power of Attorney, Health Care Proxy, Advance Directive, HIPAA Release, and one Real Estate Deed (no title examination undertaken).
Revocable Trust Plan – Married Couple: $5000
Revocable Trusts, Pourover Wills, Durable Powers of Attorney, Health Care Proxies, Advance Directives, HIPAA Releases, and one Real Estate Deed (no title examination undertaken). This does not include other asset transfers which will be quoted separately in each case.
Joint Revocable Trust Plan – Married Couple: $3500
Single Joint Revocable Trust for married couples, Pourover Wills, Durable Powers of Attorney, Advance Directives, Health Care Proxies, HIPAA Releases, and one Real Estate Deed (no title examination undertaken).
Irrevocable Life Insurance Trust or Irrevocable Second to Die Life Insurance Trust: $3500
Includes preparation of initial gift letters and obtaining Employer Identification Number (EIN).
Crummey Notices: $500
for Annual Exclusion Gifts (includes notices to 4 Beneficiaries, once per year). Each
additional Crummey Notice is $50.00.
Incapacity Documents:
Contact me for fees for Health Care Proxies, HIPAA Releases, Advance Directives, Durable Powers of Attorney, and Pet Trusts.
All of the fees listed above are “beginning fees” and may increase depending on the complexity of the situation. Filing fees are additional.