Living trusts and wills
Three packages, one flat fee each
The paper review has its own flat fee. Drafting is one flat fee, quoted in writing after the first call.
Paper review
You bring what you already signed. We tell you what still works and what does not. New documents are quoted on their own.
A written read of your current papers
A ranked list of what to change
A 45-minute meeting to go through it
One person
A will, plus the papers that speak for you if you cannot. Adding a living trust or a deed changes the fee.
Will
Durable power of attorney
Health care surrogate form
Living will
One round of changes and a signing meeting
A couple, with a trust
A joint living trust and everything that has to sit beside it. The fee moves with how much has to be retitled.
Joint revocable living trust
Pour-over wills for both of you
Powers of attorney and care papers for both
Deed moving your home into the trust
Funding checklist for your accounts
Signing meeting and the folder
Sample fees; the firm sets its own. Court filing fees, recording fees and title charges are paid at cost, on top of the fee.
After the signing
A trust only works once it holds your things
A trust that was signed and never funded is a stack of paper. The deed, the accounts and the beneficiary forms are what connect it to your life, so we treat them as part of the job and not as homework.
On the funding checklist
Your home is deeded into the trust
Bank and brokerage accounts are retitled
Insurance and retirement accounts get a beneficiary check
The folder lists each account and where it stands
Questions about trusts and wills
Do I still need a will if I have a trust?
Yes, a short one. It catches anything that never made it into the trust and says who raises minor children.
Can a living trust be changed?
A revocable trust can be changed or ended while you are living and able to decide. We suggest a read-through every few years, and after a move, a marriage, a death or a sale.
We moved here from another state. Are our old papers still good?
Often the basics are. The names of agents and witnesses, and the local rules, may not be. The paper review tells you which to keep.
Who keeps the originals?
You do, in the folder. We keep scanned copies in your file, and we will hold originals for you if you ask us to.
Not sure which package fits?
Tell us what you own and who you want to look after, and we will say which one fits and what it costs.