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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

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.



© 2019 Law Offices of Christine W. Hubbard, LLC | Disclaimer
170 Jennifer Road, Suite 325, Annapolis, MD 21401
| Phone: 410-798-4533

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