Simple Estate Plans
For us, a simple estate is one where your assets altogether are less than $2,000,000; your major assets consist of only a personal home, a retirement account, a checking and/or savings account(s), and a vehicle or two; the inheritance is to be divided equally among your heirs; you and all your beneficiaries are U.S. Citizens, and the primary reason for the estate plan is probate avoidance.
While our simple estate plans are a good fit for many of our clients, please contact us to schedule a consultation with an attorney to see if it is a good fit for you and your goals.
Simple Estate Plan
Essentials
$1,199
for Singles
$1,399
for Couples
includes
Revocable Living Trust
Pour-Over Will
Certificate of Trust
Declaration of Trust
Assignment of Personal Property
One-time transfer of your personal home to your trust via deed
Recordation of transfer deed in the appropriate county
County recorder fees
Notary fees
Simple Estate Plan
Complete
$1,499
for Singles
$1,699
for Couples
includes
Everything in the Estate Plan Essentials plus:
General Durable Power of Attorney
Advance Health Care Directive
Final Disposition Instructions
Advanced Estate Plans
If your estate doesn’t fall into our simple category we can still help!
Contact us for your free consultation and an attorney will provide you a custom quote.
