Fees And Benefits For Non-Taxable Estates

*Combined Estate Value of Single Individual less than $5.49M or $10.98M for a married couple

Will Based Plan

From $950 to $1,850
  • Transfers assets to others you choose upon death
  • Avoids Court Supervised Guardianship upon incapacity
  • Does NOT Avoid Probate
  • NO Creditor Protection for You
  • NO Medicaid Protection
  • NO VA Aid & Attendance Protection

Revocable Living Trust Plan

From $2,250 to $3,750
  • Transfers assets to others you choose upon death
  • Avoids Court Supervised Guardianship upon incapacity
  • Avoids Probate
  • NO Creditor Protection for You
  • NO Medicaid Protection
  • NO VA Aid & Attendance Protection

Asset Protection Living Trust Plan ™

From $8,750 to $11,750
  • Transfers assets to others you choose upon death
  • Avoids Court Supervised Guardianship upon incapacity
  • Avoids Probate
  • Provides Protection from your Future Creditor Claims
  • Provides Medicaid Spenddown Protection
  • Can Qualify you for VA Aid & Attendance Benefits if you Otherwise qualify

Enhanced Benefits for All Plans

Future Spouse Protection for You

Future Spouse Protection for You

$850
Divorce, Lawsuit & Immaturity Protection for Heirs

Divorce, Lawsuit & Immaturity Protection for Heirs

$850
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Special Needs Trust Planning

$1,250
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Trust Protector Provisions

$650
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IRA Protection Trust

$2,250

Asset & Beneficiary Transfers for all plans are completed on an hourly basis, usually at paralegal rates.

Every Estate Plan We Create Contains a Documents Portfolio that Includes:

  • General Durable Power of Attorney
  • Wills (including guardianship for any minor or incapacitated children)
  • Health Care Documents
    • HIPAA Form
    • Health Care Power of Attorney
    • Living Will
  • Memorial Planner
  • Confirmation Meeting to Prove Up asset transfers and family meeting with younger generation family members and trustees
  • Our Unique Legacy Organizer
  • Tangible Personal Property Memorandum
  • Excel Asset Summary and Transfer Instructions