Initial Consultation. During our initial meetings of up to 3 hours, we discuss:
- how you want to manage and control assets if you become incapacitated during your lifetime;
- who will handle health care decisions if you are unable to;
- whether you want to transfer assets during your lifetime;
- what brings you peace of mind, including whether you want to avoid probate, protect assets from creditors, or provide for a disabled child or grandchild;
- how you want to be remembered upon death;
- who will receive assets upon your death, and whether you want to provide special directions for distributing those assets.
We will clarify the strategies that are available to you, and explain the next steps that protect you during your lifetime, and protect your family's future. Cost: $300.00. Deduct this $300.00 consultation fee from the total cost of the estate planning options you choose:
| Basic Estate Plan Basic Wills and Durable Power of Attorney Documents customized to your family circumstances. Health Care Proxy, and HIPPA Medical Release Documents that express your wishes for medical care and treatment. Deduct the $600 Basic Estate Plan cost from any additional services: |
Married $600 Single: $500 |
| Probate Avoidance Living Trust Plan Your Power of Attorney and Health Care documents will be coordinated with Pourover Wills and a Living Trust to handle distribution of your assets, and save your estate from Probate Court involvement. |
Married: $1,200 Single: $1,000 |
| Probate Avoidance Living Trust Plan, with IRA Stretch Planning Power of Attorney and Health Care documents, coordinated with Pourover Wills and Living Trusts that save your estate from Probate Court involvement and preserve Tax Deferred status of IRA assets for your children, grandchildren or other beneficiaries. Click for Living Trust Information. |
$1,500 |
| Irrevocable Trust + Medicaid Planning Power of Attorney and Health Care documents, coordinated with an Irrevocable Trust to hold assets for Medicaid Planning and Asset Protection. As an additional service, we can handle the conveyance of any real estate you decide to put into the Trust. Click for example of a client who would be helped by this service. |
Married Couple: $4,000 Single: $2,000 |
| Trusts + Estate Tax Planning - Married Couple Revocable Trusts with marital and bypass shares + Power of Attorney and Health Care documents, coordinated and customized to avoid Federal and Massachusetts estate taxation. |
Married: $4,000 Single: $2,000 |
| Supplemental Needs Trust Irrevocable Trust designed to protect a person who is disabled or who has special needs, coordinated with the Basic Estate Plan or Trust strategy that you select. Click for examples of clients who benefit from a Supplemental Needs Trust. |
$500.00 |
| Irrevocable Life Insurance Trust The ILIT uses your annual Gift Tax exclusion to avoid Estate Taxation. |
$1,500.00 |
| Prenuptial Agreement. Click for reasons to consider a Prenuptial Agreement. | $1,000.00 |
Second Marriage: It may not be possible for us to represent both spouses. We may recommend separate counsel, to protect the planning process for you and your beneficiaries. Click for Second Marriage Information. |
|
| Hourly fees for Probate and Estate Settlement: Attorney: $225.00. Paralegal: $75.00. Click for more information on Probate. We also offer low flat fees for Limited Assistance Representation, if you are settling a small estate: |
|
| Voluntary Executor or Administrator Initial consultation, Preparation and Explanation of the Petition and Bond forms you need to obtain access to assets of a small estate. The fee also includes an additional 1 hour consultation to review and finalize Petition that is ready for you to file with the Probate Court. |
$400.00 |
| Conveyance of Real Estate to Trust Preparing and executing the Deed to transfer ownership of your property. Registry of Deeds filing fees and title examination are not included. A title exam may also be required to protect your heirs and beneficiaries. |
$500.00 |
| Real Estate Closing for Buying or Selling a Home Preparing and executing the Deed to transfer ownership of your property, preparation of closing figures and escrow services for your lender. For home buyers, a title exam ($250.00) will be required to protect you and your lender. Your lender will also require title insurance. |
$600.00 |
| Homestead Declaration Includes $35 filing fee at Registry of Deeds |
$75.00 |