Individual and Couples – Estate Plan without Real Estate:
$250 – $500
- Last Will and Testament
- Power of Attorney for Finances
- Advance Health Care Directive
- HIPAA Authorization
- Personal Property memorandum
- Beneficiary letter for financial accounts
Single Estate Plan – With Real Estate:
$3,500 – $4,500 depending on complexity
- Single Revocable Living Trust
- Last Will and Testament
- Power of Attorney for Finance
- Advance Health Care Directive
- HIPAA Authorization
- Certification of Trust
- Assignment of Personal Property to Trust
- Personal Property Memorandum
- Beneficiary Designation Letter for financial accounts
- Grant Deed to transfer primary residence
- Additional expenses: Certified Copy of Deed $18; Filing Fee Grant Deed $97; Notarization and Recording fees.
Married Estate Plan – With Real Estate
$4,500 – $5,500 depending on complexity
- Joint Revocable Living Trust
- Pour Over Last Will and Testament for each spouse
- Powers of Attorney for Finances
- Advance Health Care Directives
- HIPAA Authorizations
- Certification of Trust
- Assignment of Personal Property to Trust
- Personal Property Memorandum
- Beneficiary designation letter for Financial Accounts
- Grant Deed to transfer primary residence
- Additional expenses: Certified Copy of Deed $18; Filing Fee Grant Deed $97; Notarization and Recording fees.