Flat Fee Schedule
My fees are a flat fee that is determined by you and I at the time we decide the service I will do for you and design your Plan. My fees are based on the value of my counseling, experience, time constraints, design and drafting:
| Services | Range | |
|---|---|---|
| Will Based Planning | $2,195 | $2,700 |
| Probate Avoidance Trust | $2,800 | $3,100 |
| Lifetime Protection Plan | $3,400 | $3,850 |
| Wisdom Legacy Plan | $4,000+ | |
All plans, except the will, include the following documents:
- Revocable Living Trust
- Pour Over Will
- Certification of Trust
- Durable Power of Attorney
- Advance Health Care Directive & Living Will
- Release of Medical Records Under Federal Law (HIPAA Regulations)
Each trust plan includes one deed for real property. In the state of Utah, additional Utah deeds are $200; deeds for property outside of Utah are $50.00, plus the charges for a local attorney in the State where the property is located. The following ancillary or informal documents are also included in the plan:
- Personal Property Memorandum
- Location List
- Digital Assets and Passwords
- Persons to Notify
- Anatomical Gift Directive
- Memorial Instructions
- Directions to Trustees and Beneficiaries
- Legal Vault, or similar service, for storing and easy access to Medical Directives
Gun Trusts
If you own firearms, a Gun Trust is a very important part of your Estate Plan. Together, we will determine which plan is most suitable for your particular requirements. Please visit my Gun Trusts page to learn more about Gun Trusts and what features are included in each plan.
| Gun Trust Plans | Fees |
|---|---|
| Bronze | $100 |
| Silver | $550 |
| Gold | $850 |
Elder Law – Medicaid Planning
| Service | Fees |
|---|---|
| Pro-active & Pre-planning | $5,000 - $7,500 |
| Crisis Planning | $7500 - $12,000 |
| Initial Consultation & Evaluation | $500 |
Estate Settlement & Administration
The fees for administration of an estate will be set after full review described in Phase One of the Nine Phases of Administration. Generally, the fee will be the greater of 1% of the gross value of the estate or:
| Probate, Informal | $4,500 |
| Probate, Formal | $5,000 or Greater of 1% of the Gross Value of the Estate |
| RLT passing of the first spouse | $3,450 or Greater of .6% of the Gross Value of the Estate |
| RLT passing of the 2nd spouse or single individual | $4,250 or Greater of .8% of the Gross Value of the Estate |
Plus, costs which may include Court Filing Fees, Publication, Bond, Recording and Appraisal Fees. These fees do not include Tax Returns, or any Court Proceedings, Filing and Hearings.
Asset Protection
| Service | Fees |
|---|---|
| Initial Consultation | $500 |
| House of Sticks, or Level 1 | No Additional Fee |
| House of Straw, or Level 2 | No Additional Fee |
| House of Stucco, or Level 3 | $2,500 - $4,000 |
| House of Bricks, or Level 4 | $5,500 - $7,500 |
| Castle surrounded by a mote, or Level 5 | $20,000 + |
Additional Specialized Planning
All fees are established after the foundational plan is implemented and after further consultation and design. Such planning includes:
- Stand-alone Special Needs Trusts
- Stand-alone Retirement Trusts
- Irrevocable Life Insurance Trusts
- Advance tax planning, which involves working with Co-Counsel and the fee is based upon your needs and follows a process for review, design, drafting and implementation.