Suite 100, 7233 S.

85th E. Ave., Tulsa,

OK 74133-3137

 

918-252-0111

fax 918-252-0621

 

jim@jhbpc.com

 

Office hours:

 

By appointment

Office open on flexible

basis, normally 9 - 4:30

Monday - Thursday,

Friday 9 - noon

 

Closed for lunch

12 - 1:15 daily

 

 

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 consultation                                                                    No 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      $1,400

 

If separate trusts are prepared for both husband and wife, the fee is increased by $200.

 

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      $ 950

 

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).

 

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); $300 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.

 

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