Estate Planning Fee Schedule

Effective April 1, 2017

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.

 

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