Estate Planning Fee Schedule

Effective October 1, 2012

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
Irrevocable Life Insurance Trust  ..................................................... $2,500

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)  .................................. $350 / hour
Complex drafting  ............................................................................. $350 / hour
Multiple revisions due to client changes  ....................................... $350 / hour
When attorney spends more than 2 hours (after initial consultation) answering client questions  ...................................... $350 / hour
Amendments  .................................................................................... $350 / hour
Trust Administration  ........................................................................ $350 / hour
Trustee Representation  .................................................................. $350 / hour
Beneficiary Representation  ............................................................ $350 / hour

Any amendment shall be done at the hourly rate of $350 per 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.

 

All contents ©2014 MTCLaw.com. All rights reserved.