Fee Schedule

Initial Consultation. During our initial meetings of up to 3 hours, we discuss:

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.
$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 Home Buyers
Services include reviewing your Purchase and Sale Agreement, gathering tax and utility information needed to prepare your settlement statement, and preparing the documents needed to complete the transaction.

We save you time and trouble by providing you with a draft settlement statement days before your closing. We represent you at the closing, explain all of the documents to you, and make sure that title to your property is clear. A title exam ($250.00) will be required to protect you and your lender. Your lender will also require title insurance.

$750.00

Real Estate Closing for Home Sellers
Services include review of your Purchase & Sale Agreement, preparing the Deed to transfer ownership of your property, and gathering all the closing figures for you to review in advance of your closing.

We save you time and trouble by providing a draft settlement statement days before your closing.

We represent you at the closing. Most sellers decide not to attend the closing, since we deliver the proceeds check to them, or deposit it into their bank account.

 

$600.00
Homestead Declaration
Includes $35 filing fee at Registry of Deeds
$75.00