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Estate Planning Fees

Fees. They are four letters that can make anyone dealing with an attorney’s office cringe.  At the Law Office of Finley Stetson we aim to take away that anxiety.  Enter the world of the flat fee!  We provide our fees right here so you can have some peace of mind that we’re working efficiently, quickly and economically for you.  

ESTATE PLANNING FIXED FEE SCHEDULE

Standard Will Estate Plan – Single Person. – $1,500

  • Last Will and Testament
  • Durable Power of Attorney
  • Living Will
  • Health Care Surrogate Designation
  • Declaration Naming Preneed Guardian
  • Declaration Naming Preneed Guardian of Minor
  • HIPAA Release

Standard Will Estate Plan – Married Couple. – $2,500

  • Last Will and Testament (x2)
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)

Standard Revocable Trust Plan – Single Person – $2,500

  • Pour-Over Will
  • Revocable Trust Agreement
  • Durable Power of Attorney
  • Living Will
  • Health Care Surrogate Designation
  • Declaration Naming Preneed Guardian
  • Declaration Naming Preneed Guardian of Minor
  • HIPAA Release
  • One Deed (no title examination)

Standard Revocable Trust Plan – Married Couple – $4,000

  • Pour-Over Will (x2)
  • Revocable Trust Agreement (x2)
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)
  • One Deed (no title examination)

Revocable Trust with Tax Planning – Single Person – $4,000

  • Pour-Over Will
  • Revocable Trust Agreement
  • GST Exempt Trust
  • Credit Shelter Trust
  • QTIP
  • Reverse QTIP
  • Durable Power of Attorney
  • Living Will
  • Health Care Surrogate Designation
  • Declaration Naming Preneed Guardian
  • Declaration Naming Preneed Guardian of Minor
  • HIPAA Release
  • One Deed (no title examination)

Revocable Trust with Tax Planning – Married Couple – $7,000

  • Pour-Over Will (x2)
  • Revocable Trust Agreement (x2)
  • GST Exempt Trust
  • Credit Shelter Trust
  • QTIP
  • Reverse QTIP
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)
  • One Deed (no title examination)

Revocable Trust with Tax Planning – Married Couple – $7,000

  • Pour-Over Will (x2)
  • Revocable Trust Agreement (x2)
  • GST Exempt Trust
  • Credit Shelter Trust
  • QTIP
  • Reverse QTIP
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)
  • One Deed (no title examination)

Joint Revocable Trust – $4,000

  • Pour-Over Will (x2)
  • Joint Revocable Trust Agreement
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)
  • One Deed (no title examination)

Joint Revocable Trust with Tax Planning – $6,500

  • Pour-Over Will (x2)
  • Joint Revocable Trust Agreement
  • GST Exempt Trust
  • Credit Shelter Trust
  • QTIP
  • Reverse QTIP
  • Durable Power of Attorney (x2)
  • Living Will (x2)
  • Health Care Surrogate Designation (x2)
  • Declaration Naming Preneed Guardian (x2)
  • Declaration Naming Preneed Guardian of Minor (x2)
  • HIPAA Release (x2)
  • One Deed (no title examination)

Irrevocable Trusts -$4,000

  • ILITS
  • SLATS
  • GRATS
  • QPRTS

Does not include asset transfer documentation, trust administration, or gift tax return

Codicils/Amendments -Determined on a case-by-case basis
Charitable Remainder and Lead Trusts – Determined on a case-by-case basis

Pet Trust – Additional $500

  • Trust included as part of estate plan

Private Foundation – $7,000

  • Includes IRS application for exemption

Family Limited Partnership – $5,000

  • Includes formation of general partner and limited partnership
  • Obtain TIN for each entity

Crummey Notices (4) – $500
Additional Crummey Notice is $75

Gift Tax Returns 

  • .25% up to $10,000,000
  • .125% over $10,000,000
  • Does not include valuation
* All fees are based on the absence of unusual circumstances and do not include recording fees, filing fees, or title research.

Areas Of Practice

Button: Probate and Trusts
Button: Probate and Trusts

How Can We Help Today?

The Law Office of Finley Stetson is standing by to take your call. Our team is dedicated to providing you quality legal services with a personalized approach. We look forward to assisting you.