Fee Schedule 2019

$5,600       Revocable Living Trust Package For Husband and Wife:
$3,800       For Single Person:

• Consultation with client and advisors and design of estate plan;
• Revocable Living Trusts (with tax planning provisions and testamentary trusts);
• Transfer Agreements;
• Explanatory letter including direction on transferring assets to trusts;
• Chart illustrating the titling of assets, beneficiary designations on life insurance and retirement plan assets and the flow of assets upon death;
• Pour Over Wills;
• Summary letters and other ancillary documents;
• Powers of Attorney;
• Advanced Health Care Directives and Appointment of Health Care Agents; and
• Authorization for Release of Protected Health Care Information

OR

$5,000       Estate Plan with Sophisticated Wills For Husband and Wife:
$3,000       For Single Person:

[No Revocable Trust is included in this package.]

• Consultation with client and advisors and design of estate plan;
• Chart illustrating the titling of assets, beneficiary designations on life insurance and retirement plan assets and the flow of assets upon death;
• Last Will and Testaments (with tax planning provisions and testamentary trusts);
• Powers of Attorney;
• Advanced Health Care Directives and Appointment of Health Care Agents; and
• Authorization for Release of Protected Health Care Information
  • Explanatory letter including direction on transferring assets
  • Summary of documents
  • Ancillary documents

$2,500 - $3,500      Irrevocable Life Insurance Trust (ILIT)

(The complexities of the trust will determine the fee.)

• Design of trust and integration into the client’s overall estate plan;
• Irrevocable Life Insurance Trust Agreement and ancillary documents;
• Explanatory letter to trustees and client;
• Communications with trustees;
• Assisting with transfer or purchase of policy to or by the trustee;
• Contacts with insurance agent; and
• Application for tax identification number for ILIT