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

1. Cash or check
2. Credit card (VISA, MasterCard, Discover, American Express)

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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      $ 800

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

* 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.