January 1, 2008 through December 31, 2008
For a superior printed product we suggest downloading our
Legal Fee Schedule
as an Adobe PDF file, which may be opened with the free Adobe Reader Software. If you do not have
Adobe Reader installed on your computer you may download Adobe Reader here:
Guardianship and Probate
Our legal fee for guardianship or probate services is $200 per hour. Guardianship legal fees usually range between $2,500 and $3,000 the first year and approximately $900 each year thereafter. Probate legal fees may total between $4,000 and $6,000 (or more) per estate, exclusive of any estate tax return services, depending upon complexity of the estate.
Wills + Durable Power of Attorney
+ Living Will
| Basic Will Package: | |
| Simple Last Will & Testament, | |
| Durable Power of Attorney, and | |
| Advance Directive for Health Care [Living Will] * | $
800.00 |
| * Will for Spouse (if done with Will for other spouse) | NO CHARGE |
| Complex Will Package: | |
Last Will & Testament with Estate Tax Savings or Asset
Protection Trust, | |
| Durable Power of Attorney, and | |
| Advance Directive for Health Care [Living Will] * |
$ 1,200.00 |
| * Will for Spouse (if done with Will for other spouse) |
NO CHARGE |
Irrevocable Trust Services
| Life Insurance Trust | $ 2,000.00 |
| Education Trust | $ 2,000.00 |
| Charitable Remainder Trust | $ 2,000.00 |
| Private Foundation | $ 2,000.00 |
Other
| Durable Power of Attorney (without Will or Trust) | $ 600.00 |
Estate Tax returns, Tax Consulting, and
Other Services | $ 200.00 -
$250.00/hour |
Corporations, Limited Partnership, or
Limited Liability Company | $ 1,200.00 |
| Copy Expense | $.15/page |
| Postage | Cost |
Note: All of the above legal fees (except hourly charges) include all office visits, document preparation time and general consultation regarding the work. State or Federal filing fees are not included.
Revocable Living Trust(s)
The following fee schedule may be of help in comparing the cost of a revocable living trust with the cost of a will followed by the probate administration of your estate. Unless otherwise noted during our office visits, this fee schedule reflects our current charges. Please feel free to ask any questions you have concerning these costs:
| New Estate Plan Initial Consultation | No Charge |
| |
Single Trust Estate Plan (or Joint Trust without Estate Tax Savings):
1. Trust Agreement
2. Pour-Over Wills (one or two, as required)
3. Durable Power of Attorney (one or two, as required)
4. Advance Directive for Health Care ("Living Will") (one or two, as required)
5. Mental Health Care Directive (one or two, as required)
6. Customized Beneficiary Designation for each Retirement Account
7. Complete Property Transfer Directions
8. Assistance in funding (conveyance of assets to)
Revocable Trust *
|
| Total Legal Fee (1 Trust): $ 2,200.00 |
| |
Two Trust Estate Plan:
Matching spouse's Trust
With Estate Tax Savings "Bypass" Trust,
Asset Allocation and Conveyances *
(Necessary to minimize Federal Estate Taxes)
|
Legal Fee: $ 1,100.00 |
| Total Legal Fee (2 Trusts): $ 3,300.00 |
| |
|
| |
| Initial Payments: | |
| a) Single Trust Estate Plan | $ 1,100.00 |
b) Two Trust Estate Plan
(with matching spouse's Trust) | $ 1,650.00 |
| |
| Revocable Trust Revisions | Hourly Rate |
The quoted legal fees include all personal consultations necessary to formulate and sign your estate plan, drafting of all documents and the designated transfers into your Trust. Complete instructions for transferring other assets into your Trust are also provided.
Additional Estate Planning Services for Complex Estates will be quoted upon request and an hourly rate and total estimate of time will be given.
* County Clerk recording fees; transfer agent fees (mutual funds, securities transfer fees); and automobile title transfer fees are not included.
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