$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
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Law Offices of Christine W. Hubbard, LLC is located in Annapolis Maryland and serves clients in the surrounding areas including the Baltimore–Washington metropolitan area.