Living Trusts, Estate Planning Attorneys

Estate Planning Fee Schedule

Effective August 1, 2011

Trusts

•	Single Person Basic Trust ..............................................................	$1,000
•	Married Couple Basic Family Trust ...............................................	$1,250
•	Disclaimer Trust ..............................................................................	$1,250
•	AB Trust ............................................................................................	$1,500
•	ABC / QTIP Trust .............................................................................	$1,500
•	Qualified Domestic Trust ................................................................	$1,750

Special Trusts

•	Lifetime Benefit Trust ......................................................................	$500
•	Special Needs Trust .......................................................................	$500
•	Personal Residence Trust ..............................................................	$500
•	Grandchildren’s Trust ......................................................................	$500

Additional Estate Planning Documents

•	Pour Over Will ..................................................................................	$150
•	Durable Power of Attorney for Assets ...........................................	$250
•	Durable Power of Attorney for Health ............................................	$250
•	HIPAA ...............................................................................................	$100
•	Transfer CA Real Estate to Trust (per parcel) ..............................	$250
•	General Assignment .......................................................................	$150
•	Assignment of Deed of Trust .........................................................	$150

Possible Additional Charges

•	RUSH fee (if document is needed within 5 business days) ........	$500
•	Travel Charge (per each out-of-office visit) ..................................	$290 / hour
•	Complex drafting .............................................................................	$290 / hour
•	Multiple revisions due to client changes .......................................	$290 / hour
•	When attorney spends more than 2 hours (after initial consultation) answering client questions ......................................	$290 / hour
•	Amendments ....................................................................................	$290 / hour
•	Trust Administration ........................................................................	$290 / hour
•	Trustee Representation ..................................................................	$290 / hour
•	Beneficiary Representation ............................................................	$290 / hour

$200 discount on all flat fees and 20% discount on all hourly legal services to: Active Duty Military, Fire Fighters, Paramedics, Police Officers and Sheriffs.

Statistic

There are approximately 315,000,000 people in the United States. One hundred percent of us are going to die. Only a small fraction of the population knows when they will die. This is only one of the reasons estate planning is so important.