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.
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.