| Features | Lite$2,000 | StandardMost Popular$3,000 | Premium$5,000 |
|---|---|---|---|
| Attorney Meetings | 2 | 3 | 4+ |
| Living Trust (Outright Distributions and Same Distributions For Both Spouses) See "Upgrades" Below For Additional Options | Yes | Yes | Yes |
| Certification of Trust | Yes | Yes | Yes |
| Declaration of Trust | Yes | Yes | Yes |
| Assignment of Personal Property | Yes | Yes | Yes |
| Pourover Will(s) | Yes | Yes | Yes |
| Durable Financial Power(s) of Attorney | Yes | Yes | Yes |
| Health Care Power(s) of Attorney | Yes | Yes | Yes |
| Advance Health Care Directive(s) (Living Will) | Yes | Yes | Yes |
| HIPAA Medical Records Release(s) | Yes | Yes | Yes |
| Estate Plan Owner's Manual | Yes | Yes | Yes |
| Document Locator | Yes | Yes | Yes |
| Declaration Regarding Final Arrangements | Yes | Yes | Yes |
| Trust Funding Toolkit | Yes | Yes | Yes |
| Free Check-Up Every 3 Years | Yes | Yes | Yes |
| Digital Copies of Signed Estate Plan Documents on Disc & Stored in Our System | No | Yes | Yes |
| Free Post-Mortem Consultation with Trustee | No | Yes | Yes |
| Fiduciary Letters Explaining Role and Responsibilities | No | Yes | Yes |
| Family Legacy Interview - 30 Minute Audio Recording | No | Yes | Yes |
| Comprehensive Successor Trustee Manual | No | No | Yes |
| Trust Funding Process | Funding Letter Forms Provided | Trust Funding Guarantee: Customized Funding and Transfer Letters with Unlimited Assistance and Follow-Up | Full Service Funding Provided By Our Office, Requires Minimal Client Involvement |
| Real Estate Transfer Deeds | 1 | Up to 3 | Up to 5 |
| Discount on Advanced Planning* | $500 | $1,000 | $1,000 |
Additional Upgrades
Living Trust Upgrades
| Bloodline Protection | $1000 |
| Perpetual Asset Protection | $1000 |
Advanced Guardianship Planning
| Kids Protection PlanSM - Stand-alone | $1000 |
| Kids Protection PlanSM - Add-on | $750 |
Advanced Planning*
| First Party Special Needs Plan | $4,500 |
| Third Party Special Needs Plan | $3,500 |
| Retirement Inheritance Plan | $3,000 |
| Life Insurance Trust Plan | $3,500 |
| Medicaid Asset Protection Plan | $5,000 |
| Domestic Asset Protection Plan | $7,500 |
| Qualified Personal Residence Trust (QPRT) | $6,500 |
| All Others | Case by Case |
*A discount applies to all advanced trusts when bundled with an estate planning package. See table above for details.
Estate Planning Amendments
| Complete Amendment and Restatement | |
| Lite | $1,750 |
| Standard | $2,500 |
| Premium | $4,000 |
| Substitution of Fiduciary | $250 / Document |
| Fiduciary Substitution Package (includes 1 trust, wills, DPOAs, & HCPOAs) | $1,000 |
| Distribution Change | $500 |
| Asset Protection Advising | $300 / hr |
Probate Estate & Trust Administration
| Personal Representative Step-In | 3-5% of Probate Assets |
| Successor Trustee Step-In | 1.5% of Trust Assets |
| Personal Representative / Successor Trustee Advising | $300/hr |
Miscellaneous
| Full Service Funding for Existing Trust | $3,000 |
| Will Package (No trust) | $1,000 |
| Successor Trustee Manual | $200 each |
| Additional Deeds | $100 each |
Business Formation Services
| Lite | $1,000 |
| Standard | $2,000 |
| Premium | $3,000+ |
| Corporation to LLC Conversion | $3,000 |
| Basic Trademark | $975 (incl. filing fee) |
| Advanced Trademark | $975 +$300 / hr |
Outsourced General Counsel Services
| Bronze Level | $500 / mo. |
| Silver Level | $1,000 / mo. |
| Gold Level | $1,500 / mo. |
| Platinum Level | $2,500 / mo. |
Collaborative Family Law Services
| Mutual Prenuptial Agreement | $3,500 |
| Uncontested Separation Agreement & Property Settlement | $3,500 |
| Collaborative Negotiation of Separation Agreement & Property Settlement | $300 / hr |
