Costs

We offer an exact cost to have your individual documents or total portfolio prepared.  Both the individual documents and Trust prices include a a correct and complete package.
Individual Wills $175 per person
$400 for a couple
Will Packet $350 per person
$375 per couple
Revocable Trusts $880  
All Assignments $85
Deeds $85
 

*For Estates over $1.5M, the A-B or Credit Shelter Trust  will save on Federal Estate taxes. Without the A-B Trust, every dollar over $1.5M will be taxed at a rate from 45% to 48%.

The price for the Living Trust also includes the cost for preparation and recording the Deed transferring the home into the Trust.   If you have additional real estate and would like to have us prepare the Deed, pay the recording fee, and record the Deed(s) for you, the cost is $85 for each Deed. 

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To encourage families to have these important documents prepared.

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We do not charge for phone calls regarding your documents if you later have questions.

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Funding assistance and instructions are provided.

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