FEE SCHEDULE

REVOCABLE LIVING TRUST FEE SCHEDULE

Effective January 2017

Payment options (retainer required if attorney-client relationship is established and work is to be performed)

Cash or check

Credit card (VISA, MasterCard, Discover, American Express)

Estate Planning Charges:

Initial consultationNo Charge
Tax Sheltered Revocable Living Trust with:
Trust instrument and memorandum of trust
Pour-Over Wills (two)
Conveyance of assets to trustees*
IRA, §401(k), etc. allocation of assets designations to equalize estate size
Durable Power of Attorney – Health Care POA
Health Care Directive (“Living Will”) with Proxy Designation
Nomination of Guardian for Minor Children
LEGAL FEE
If separate trusts are prepared for both husband and wife, the fee is increased by $200.
$1,400
Revocable Living Trust (no tax sheltering) with:
Trust instrument and memorandum of trust
Pour-Over Wills (one or two)
Conveyance of assets* to Trustee
Durable Power of Attorney – Health Care POA
Health Care Directive (“Living Will”) with Proxy Designation
Nomination of Guardian for Minor Children           
LEGAL FEE
If circumstances require video taping of the signing of documents, there is a surcharge of $25 (clients will be furnished a DVD of this video session). 
950

For clients who are home bound, in the hospital, or in a nursing home, and whose resources are limited but they desire to avoid probate, the following services are available (we make house calls):

Revocable Living Trust – Simpler Trust Form (no tax sheltering) with:
Trust instrument and memorandum of trust
Pour-Over Wills (one or two)
Conveyance of assets* to Trustee
Durable Power of Attorney
Health Care Directive (“Living Will”) with Proxy Designation
Nomination of Guardian for Minor Children
LEGAL FEE$ 600
Irrevocable Life Insurance Trust
LEGAL FEE     
$ 900
For a client who only wants a will and durable power of attorney
LEGAL FEE
$ 400 or $500 (per couple)
Incorporation, Bylaws, Minute Book, Stock Certificates 
LEGAL FEE
$ 300 (includes $50 filing fee)
Limited Liability Company, Operating Agreement
LEGAL FEE
$600 (includes $100 filing fee);
$500 one person LLC (includes $100 filing fee)

* County Clerk and other Filing Fees are not included. However, we will assist you in transferring assets into the trust, such as brokerage accounts, stocks, bonds, securities, insurance policies, real estate, note and mortgage assignments, oil and gas assignments, and so forth. In addition, we will assist you in completing IRA beneficiary designations.