ESTATE PLANNING OVERVIEW AND PRICE LIST

Initial Consult with Colleen Quinn: A meeting to discuss your estate planning needs and options – this may or may not be required, depending on the complexity of your needs, and is not included in the estate planning package pricing.

  • Half-hour:$200
  • Hour:$400

Specific Documents are Listed Below with Individual Pricing – However, we highly recommend that you have all of the below documents in place and that they be updated every three to five years or in the event of a major life event (marriage, divorce, birth or adoption of child, death of a major beneficiary or agent, purchase of house, etc.). A lengthy questionnaire also will need to be completed to ensure appropriate estate planning and in order to ensure a proper accounting and inventory of assets.

$750. Will or Pour-Over Will with Transfer of Tangible Personal Property and Trust Agreement: Documents that establish how your property will be distributed upon your death; they also can include guardianship provisions for minor children and addressing digital assets as well as any stored assisted reproductive technology materials. Please note that the trust is often advisable for tax planning purposes.

$250. General Power of Attorney: A document that appoints an individual, or a list of individuals, in order of priority, to handle your financial, legal, and general business affairs in the event of your incapacity or inability to otherwise act on your own behalf.

$250. Healthcare Power of Attorney/ Medical Advance Directive/Living Will: A document that appoints an individual, or a list of individuals, in order of priority, to make medical decisions on your behalf in the event of your incapacity. This document also allows you to make some medical decisions in advance, including certain end-of-life decisions (organ donation, life support, etc.).

$150. Burial Designation: A document that allows you to designate an individual to be responsible for your funeral arrangements and the disposition of your remains. This document also allows you to state your wishes for your funeral arrangements.

BASIC ESTATE PLANNING PACKAGE (Includes all documents listed above, but does not include initial consult):

  • Single:$850
  • Married and Reciprocal:$1600

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