STANDARD DOCUMENTS AND SERVICES:

 

The following Prices include:

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• Estate Planning Questionnaire completed by you and reviewed by me (Download from my website at https://www.clintlaw.com.

• One (1) Initial Meeting, preferably via Zoom, to discuss your estate planning goals.

• Preparing all the Estate Planning Documents described in detail below.

• Final meeting with you in your home to execute your estate planning documents, (days, evenings and weekends) where you will invite two (2) witnesses who must be over 18 years of age and not a beneficiary under the estate planning documentation.

• For Revocable Trust: Deed to transfer real estate to trust (additional fees for more than one deed and any addition cost for recording a deed for property outside of Illinois).

• For Revocable Trust: Language template regarding titled assets (bank, brokerage and market accounts, stocks, bonds and mutual funds) and regarding beneficiaries with respect to insurance, retirement plans and annuities.

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Price List: 

 

Revocable Living Trust Package for Couple (1 Trust):  $ 750.00

• One (1) Single Revocable Living Trust shared by spouses without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• Two (2) Pour Over Wills

• Two (2) Durable Powers of Attorney for Property

• Two (2) Durable Powers of Attorney for Health Care

• One (1) Trust Certification

• Two (2) Living Wills

• Includes the preparation of a Deed into Trust (recording fee extra).

 

Revocable Living Trust Package for Single Person (1 Trust): $ 550.00  

• One (1) Single Revocable Living Trust for one individual without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Pour Over Will

• One (1) Durable Power of Attorney for Property

• One (1) Durable Power of Attorney for Health Care

• One (1) Living Will

• Includes the preparation of Deed into Trust (recording fee extra).

 

Simple Will Package for Married Couple: $ 350.00  

• Two (2) Last Will and Testament (non-complex) for each Spouse without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• Two (2) Durable Powers of Attorney for Property

• Two (2) Durable Powers of Attorney for Health Care

• Two (2) Living Wills.

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Simple Will Package for Single Person: $ 250.00

• One (1) Last Will and Testament (non-complex) without estate-tax planning and only for estates highly unlikely to be subject to estate taxes

• One (1) Durable Power of Attorney for Property

• One (1) Durable Power of Attorney for Health Care

• One (1) Living Will.

 

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