facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Estate Plan Coordination Fees

Trust Package: $995

Includes coordinating the information to create your own revocable trust, will, financial power of attorney, medical power of attorney, general asset and business entity transfers into the trust, as well as your advanced health care directives. This also includes one property deed transferred into the trust. 

   + (Additional) real estate deed transfers into your trust: $250 per deed

Will Package: $495

Includes coordinating the information to create your own will, financial power of attorney, medical power of attorney, as well as your advanced health care directives.