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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 Estate Plan – Single Person. – $2,000

  • Will
  • Durable Powers of Attorney
  • Health Care Surrogate Designation
  • Living Will

Standard Estate Plan – Married Couple. – $3,000

  • Wills
  • Durable Powers of Attorney 
  • Health Care Surrogate Designations
  • Living Wills

Revocable Trust Plan – Single Person. – $4,000

  • Pour-Over Will
  • Revocable Trust Agreement
  • Durable Powers of Attorney
  • Health Care Surrogate Designation
  • Living Will
  • One Deed (no title examination)

Revocable Trust Plan – Married Couple. – $6,000

  • Pour-Over Wills
  • Revocable Trust Agreements (with tax planning)
  • Durable Powers of Attorney 
  • Health Care Surrogate Designations
  • Living Wills
  • One Deed (no title examination)

Joint Revocable Trust (Moderate Estates) – $5,000

  • Pour-Over Wills
  • Joint Revocable Trust Agreement
  • Durable Powers of Attorney
  • Health Care Surrogate Designations
  • Living Wills 
  • One Deed (no title examination)

Irrevocable Trusts – $6,000

  • Irrevocable Life Insurance Trusts
  • Spousal Lifetime Access Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Does not include asset transfer documentation, trust administration, or gift tax return

Durable Power of Attorney, Designation of Health Care Surrogate, Living Will – $1,200

Codicils/Amendments -Determined on a case-by-case basis

Gift Tax Returns -Determined on a case-by-case basis

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

* 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.