Wills & Trust Pricing

Wills & Trust Pricing

Clients of the firm have two options for the preparation of estate planning documents – by individual document or a complete set. By completing all recommended documents at once, the client receives a discount of $205.00.

Complete set pricing:

  • Individual $ 995.00
  • Couple (Married and Domestic Partners) $ 1,295.00

A complete set of documents includes:

  1. Revocable Living Trust,
  2. Schedule “A” of Trust Assets
  3. Pour-over Will
  4. Durable Power of Attorney for Financial Matters
  5. Advance Health Care Directive and
  6. Preparation and Recording of Deed on Primary Residence

All recording and notary fees are included. This also includes unlimited consultations to ensure that the documents fulfill your needs and that you fully understand them. Finally, everything will be provided in an indexed and organized binder and Kimberly will make any and all minor changes at no cost for up to three years.

Individual document pricing:

  • Revocable Living Trust – $650.00
  • Stand Alone Will
    • $300 (individual)
    • $450 (couple)
  • Durable Power of Attorney
    • $125 (individual)
    • $200 (couple)
  • Advanced Health Care Directive
    • $125 (individual)
    • $200 (couple)