Fee Schedule

happy clients

Revocable Living Trust Fee
Schedule Oklahoma

Payment Options*
 Cash or check
 Credit card (VISA, MasterCard, Discover, American Express)
 *Retainer required if an attorney-client relationship is established and work is to be performed

Estate Planning Fees

Estate Planning Charges:

Initial consultation- No Charge

Tax Sheltered Revocable Living Package 

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      $2,000*

If separate trusts are prepared for both spouses, the fee is increased by $200*

Revocable Living Trust (no tax sheltering) Package 

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      $1,500 -- average.  May increase or decrease based on consultation*

If circumstances require video recording of the signing of documents, there is a surcharge of $25 (clients will be furnished a DVD of this video session).

Revocable Living Trust – Simpler Trust Form (no tax sheltering) Package

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      $ 800 -- average.  May increase or decrease based on consultation*

* 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.

Mortgage Calculator
Stamping Document

Miscellaneous

Irrevocable Life Insurance Trust

LEGAL FEE      $1.000 -- average.  May increase or decrease based on consultation*

Will and durable power of attorney only

LEGAL FEE      $ 500 -- average.  May increase or decrease based on consultation*

Incorporation, Bylaws, Minute Book, Stock Certificates

LEGAL FEE      $ 600 (includes $50 filing fee)

Limited Liability Company, Operating Agreement 

LEGAL FEE      $800 (includes $100 filing fee)

*In all instances relating to trusts and wills, County Clerk and other Filing Fees are not included in fee schedule.  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.