Estate planning is the process of laying out in writing what you want to happen 1) after you are no longer able to act for yourself, and 2) after you pass. Who should manage your health and finances if you should become incapable of doing so? Who should distribute your assets and belongings after you are gone? Whom should your assets and belongings be distributed to? Do you need a way to mitigate estate taxes? Who do you want to be the guardian of your minor children? These are only a few of the difficult but important questions that need answers to successfully protect you and your assets, and there are many methods to do so: powers of attorney, health care directives, wills, trusts, and more.
In your appointment, you and your attorney will talk about your needs and desires, and the best way to achieve both using our diverse range of documents. Then, we’ll draft you an estate plan unique to your situation, have it drafted within a week, and have you back to review and sign it within two weeks, with faster turnarounds possible in special situations.
We look forward to meeting you, and bringing you peace of mind!
Estate planning charges as of January 2021
An estate planning conference is charged at an hourly rate of $375.00 for Robert C. Iddins, and $350.00 for Christian C. Pearson (billed in increments of 1/10 of an hour), if no documents are ordered. The hourly fee is disregarded if our flat fee estate planning documents are
ordered at the time of the conference.
Individual | Both spouses/partners* | |
|---|---|---|
Simple Will | $350 | $600 |
Simple Trust Will | $500 | $800 |
Health Care Directive (living will) | $150 | $200 |
Community Property Agreement | $200 | N/A |
Health Care Durable Power of Attorney | $200 | $300 |
Financial Durable Power of Attorney | $200 | $300 |
Health Care Durable Power of Attorney | $200 | $300 |
Special Needs Trust | $1,600 | $2,200 |
Revocable Living Trust | $2,200 | $2,800 |
Credit Shelter Trust | N/A | $3,000 |
COMPLEX FEES:
The fee for complex estate planning involving credit shelter trusts, marital trusts, living trusts, and life insurance trusts varies depending upon your individual needs. Special Needs Trusts start at $1600 ($2200 for spouses/partners*), unfunded Revocable Living Trusts start at $2200 ($2800 for spouses/partners*), and Credit Shelter Trusts start at $3000 for spouse/partners* ($3500 if an immediate trust).
