Estate Planning Services
1
Last Will & Testament
A well-crafted will is the foundation of any sound estate plan. I assist clients in preparing clear and legally enforceable wills that reflect their wishes and provide peace of mind for their loved ones. My goal is to ensure your legacy is protected and distributed according to your intentions.
Price Range
Individual: $450 - $750
Couple: $800 - $1,200
3
Advance Medical Directive
A Medical Directive, sometimes called an Advance Healthcare Directive, is a legal document that allows you to make your medical wishes known in advance. It ensures that your voice is heard- even if you're unable to communicate for yourself due to illness or injury. A well-drafted medical directive gives you control over your care, and peace of mind for those you love.
Price Range
Individual: $200 - $400
Couple: $350 - $650
5
Life Estate Deed
A life estate deed is a legal document that divides property ownership into two and parts: a life estate (the right to use the property during one's lifetime) and a remainder interest (ownership that transfers to designated beneficiaries upon death). The original owner (life tenant) retains the right to live in, use, and maintain the property until death, while the remainder beneficiaries automatically receive full ownership when the life tenant passes away. This arrangement allows the property to bypass probate, potentially saving time, money, and maintaining privacy for the family. It's commonly used for Medicaid planning and ensuring a family home passes directly to heirs without court involvement.
Price Range
Individual: $600 - $1,200
Couple: $700 - $1,300
2
Durable Power of Attorney
A power of attorney is a vital document that designates a trusted individual to make financial or healthcare decisions on your behalf. I take the time to explain your options and tailor each document to reflect your preferences, providing you and your family with added security during life’s unexpected moments.
Price Range
Individual: $250 - $450
Couple: $500 - $800
4
Simple Trust/Revocable Living Trust
A Simple trusts is a practical and effective tool for managing and transferring wealth outside of probate. I provide guidance in selecting and establishing the appropriate trust structure, ensuring that your intentions are honored and your assets are handled with care and clarity.
Price Range
Individual: $1,500 - $2,500
Couple: $2,200 - $3,500
IMPORTANT PRICING INFORMATION:
These prices represent starting rates for standard estate planning documents. Final fees may vary based on several factors, including, but not limited to:
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Complexity of your estate and family situation
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Number and type of assets involved
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Special provisions of customized terms required
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Tax planning strategies needed
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Business interests or partnership holdings
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Special needs planning for beneficiaries
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Blended family considerations
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Out-of-state property holdings
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Multiple revisions or consultations beyond standard scope
Additional Services and Fees:
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Notarization Services
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Administrative Processing Fees
