Fee Schedule
My fees are a flat fee that is determined by you and I at the time we determine 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 | New Model Online | Traditional In-Office |
|---|---|---|
| Will Based Planning | $550 | $800 |
| Probate Avoidance Trust | $950 | $1,200 |
| Lifetime Protection Plan | $1,150 - $1,650 | $1,450 - $2,150 |
| Personal Family Leadership Plan | N/A | $2,700 + |
| Restatement - I drafted the original trust | Reduce above amounts by $300 | Reduce above amounts by $200 |
| Restatement - Original trust drafted by someone else | Reduce above amounts by $200 | Reduce above amounts by $100 |
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, 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 | $1,000 |
| Probate, Formal | $3,500 |
| RLT passing of the first spouse | $2,500 |
| RLT passing of the 2nd spouse or single individual | $5,000 |
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.