St George Estate Planning

Not All Estate Plans are Created Equal

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Home Fee Schedule

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:

ServicesNew Model OnlineTraditional 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 PlanN/A$2,700 +
Restatement - I drafted the original trustReduce above amounts by $300Reduce above amounts by $200
Restatement - Original trust drafted by someone elseReduce above amounts by $200Reduce 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 PlansFees
Bronze$100
Silver$550
Gold$850


Elder Law – Medicaid Planning

ServiceFees
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
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

ServiceFees
Initial Consultation$500
House of Sticks, or Level 1No Additional Fee
House of Straw, or Level 2No 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.

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St George Estate Planning
E. Lawrence Brock, Attorney & Counselor

Address: 193 S 100 East, St George, UT 84770
Hours: Monday thru Friday - 9AM–4:30PM
Saturday & Sunday - Closed
Phone: (435) 688-9117

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