Fee Schedule 2018

$3,500        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 explaining the way the tax planning trusts work
• Pour Over Wills
• Summary letters and other ancillary documents
• Powers of Attorney
• Advanced Health Care Directives and Appointment of Health Care Agents
• Authorization for Release of Protected Health Care Information

$2,000       For Single Person:

• Consultation with client and advisors and design of estate plan
• Last Will and Testaments (with tax planning provisions)
• Powers of Attorney
• Advanced Health Care Directives and Appointment of Health Care Agents
• Authorization for Release of Protected Health Care Information
• Explanatory letter including direction on transferring assets
• Chart explaining the way the tax planning trusts work
• Summary of documents
• Ancillary documents

$3,500       Estate Plan With Tax Planning Wills for Husband and Wife

Or;

$4,800        Revocable Living Trust Structure for Husband and Wife

Additional fees may apply depending on the scope of attorney assistance required to fund the revocable trusts.

$2,000 - $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 other estate planning documents
• Irrevocable Life Insurance Trust Agreement and ancillary documents
• Explanatory letter to trustees
• Explanatory letter to client
• Communications with trustees
• Assisting with transfer or purchase of policy to or by the trustee
• Contacts with insurance agent
• Application for tax identification number for ILIT