Fees

I provide you with legal services that are affordable and convenient. My consultations start at 30-minutes for $150 (longer paid consultations are available). If you retain me to handle your estate planning, I will apply that amount to your final fee. All of the following fees are starting prices, which means I may need to charge you more based on your specific situation. I charge all flat rate fees, which means you know how much you will pay for legal services before I begin any work. Filing fees are additional and are either noted below or I will discuss them with you before beginning any work on your estate plan.

Estate Planning:

Basic Estate Plan – Single Person: $850

Will, Durable Power of Attorney, Health Care Proxy, Advance Directive, HIPAA Release, and Declaration of Homestead.

Basic Estate Plan – Married Couple: $1500

Wills, Durable Powers of Attorney, Health Care Proxies, Advance Directives, HIPAA Releases, and Declaration of Homestead.

Revocable Trust Plan – Single Person: $2500

Revocable Trust, Pourover Will, Durable Power of Attorney, Health Care Proxy, Advance Directive, HIPAA Release, and one Real Estate Deed.

Revocable Trust Plan – Married Couple:  $5000

Revocable Trusts, Pourover Wills, Durable Powers of Attorney, Health Care Proxies, Advance Directives, HIPAA Releases, and one Real Estate Deed.

Joint Revocable Trust Plan – Married Couple:  $3500

Single Joint Revocable Trust for married couples, Pourover Wills, Durable Powers of Attorney, Advance Directives, Health Care Proxies, HIPAA Releases, and one Real Estate Deed.

Irrevocable Medicaid Trust Plan – Single Person:  $4500

Irrevocable Medicaid Trust, Pourover Will, Durable Power of Attorney, Advance Directive, Health Care Proxy, HIPAA Release, and one Deed.

Joint Irrevocable Medicaid Trust Plan – Married Couple:  $5000

Single Joint Irrevocable Medicaid Trust, Pourover Wills, Durable Powers of Attorney, Advance Directives, Health Care Proxies, HIPAA Releases, and one Deed.

Irrevocable Life Insurance Trust or Irrevocable Second to Die Life Insurance Trust: $2500

Includes preparation of initial gift letters and obtaining Employer Identification Number (EIN).

Crummey Notices: $500

for Annual Exclusion Gifts (includes notices to 4 Beneficiaries, once per year). Each additional Crummey Notice is $50.00.

Incapacity Documents: Contact me for fees for Health Care Proxies, HIPAA Releases, Advance Directives, Durable Powers of Attorney, and Pet Trusts.

All of the fees listed above are “beginning fees” and may increase depending on the complexity of the situation. Filing fees are additional.

Elder Law:

Irrevocable Medicaid Income-Only Trust: $5000 plus filing fees

Contact me today and let me help you get the estate plan that works best for you.