ESTATE PLANNING FEES

CUSTOM TRUST-BASED ESTATE PLAN FEES

♦ Trust Plan for Individual w/ Outright Gifts to Beneficiaries $1,800

♦ Trust Plan for Individual w/ Asset Protection Trusts for Beneficiaries $2,850

♦ Trust Plan for Couple w/ Outright Gifts to Beneficiaries $2,400

♦ Trust Plan for Couple w/ Tax Planning & Asset Protection Trusts for Beneficiaries $3,300

Your Custom Trust-Based Estate Plan Includes:

1. Revocable Living Trust

2. Will(s)

3. Durable Power(s) of Attorney for Property

4. Advance Health Care Directive(s)

5. HIPAA Authorization(s)

6. Bill of Sale

7. Community Property Agreement

8. Certification of Trust

9. Sample Trust Funding Letters

10. Deed in Trust

11. Recording of Deed

12. Phone Conference to Review First Drafts

13. One Revision of First Drafts

14. Signing Ceremony

15. Document Organizer

16. Copies of Original Documents

♦ Additional Planning to Incorporate advanced Estate Planning Techniques based on quote.

CUSTOM WILL-BASED ESTATE PLAN FEES

♦ Will Plan for Individual w/ Outright Gifts to Beneficiaries $1,350

♦ Will Plan for Individual w/ Asset Protection Trusts for Beneficiaries $1,800

♦ Will Plan for Couple w/ Outright Gifts to Beneficiaries $1,950

♦ Will Plan for Couple w/ Tax Planning & Asset Protection Trusts for Beneficiaries $2,250

Your Custom Will-Based Estate Plan Includes:

1. Will

2. Durable Power of Attorney for Property

3. Advance Health Care Directive

4. HIPAA Authorization

5. Phone Conference to Review First Draft

6. One Revision of First Draft

7. Signing Ceremony

8. Document Organizer

9. Copies of Original Documents

ADVANCED ESTATE PLANNING FEES

The following quotes are for document preparation only and do not include conference or research charges.

♦ Self-settled Special Needs Trust (“4da Trust”) Per Court Order

♦ Stand-alone Third-party Special Needs Trust $3,300

♦ Stand-alone IRA Trust ($1,800 when coupled with a trust or will plan) $3,300

♦ Custom IRA Beneficiary Designation Form $450

♦ Tuition Trust for Children / Grandchildren $2,400

♦ Irrevocable Grantor (Life Insurance) Trust $3,300 ($1,800 when coupled with a trust or will plan)

♦ Grantor Retained Annuity Trust $3,300

♦ Qualified Personal Residence Trust $3,300

♦ Family Limited Partnership or LLC for Estate Planning $7,800

♦ Charitable Remainder or Lead Trust $3,200

♦ Private Foundation Trust $7,500

FEES FOR MISCELLANEOUS SERVICES

♦ Trust Funding Services Quoted

♦ Trust Amendment(s) Quoted

♦ Will Codicil(s) Quoted

♦ IRA Conduit-Trust Planning within Standard Will or Trust $450

♦ Durable Power of Attorney for Property $180

♦ Advanced Health Care Directive with HIPAA Authorization $180

♦ Appointment of Short-term Guardian for Children $200

♦ Completion of Estate Plan Within 6-7 Days (Expedited Service) $450

♦ Completion of Estate Plan Within 5-6 Days (Expedited Service) $675

♦ Completion of Estate Plan Within 3-4 Days (Expedited Service) $900

♦ Completion of Estate Plan Within 2 Days (Expedited Service) $1,125

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