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Estate Planning Law Firm Flat Fee Schedule
Estate planning
Price for Each Package will be Confirmed at Consultation
Married couple will substitute package
$2,250
Includes:
Wisconsin Marital Property Opt-In with beneficiary designations
Pour-over Will for each Spouse
Advanced Directive/Living Will for each Spouse
Health Care Power of Attorney for each Spouse
HIPPA Release for each Spouse
Durable Financial Power of Attorney for each Spouse
Unmarried couple package
$2,700
Includes:
Will with Testamentary Provisions for each Person
Advanced Directive/Living Will for each Person
Health Care Power of Attorney for each Person
HIPAA Release for each Person
Non-spousal Hospital Visitation Priority Election for each Person
Durable Financial Power of Attorney for each Person
Transfer on Death Designation Deed for Each Person
Recording of Transfer on Death Designation Deeds
Note: Out of State Real Estate or More than one Property is Extra
Married couple medicaid asset protection
$7,950
Includes:
Wisconsin Marital Property Opt-out
Irrevocable Supplemental Needs Trust for oldest spouse
Trust EIN application
Will with testamentary Trust Provisions for each
Advanced Directive/Living Will for each
Health Care Power of Attorney with HIPAA releases for each
Durable Financial Power of Attorney for each
Transfer of Real Estate to Trust including recording and eRTR
Note: Out of State Real Estate or More than one Property is Extra
Individual medicaid asset protection
$5,475
Includes:
Irrevocable Supplemental Needs Trust
Trust EIN application
Will with testamentary Trust Provisions
Advanced Directive/Living Will
Health Care Power of Attorney with HIPAA releases for each
Durable Financial Power of Attorney for each
Transfer of Real Estate to Trust including recording and eRTR
Note: Out of State Real Estate or More than one Property is Extra
a-la-carte estate planning services
Stand-alone Products
revocable living trust
$1,950
Includes: EIN application
Excludes: Funding of Trust
Real estate transfer into trust
$350
Includes:
Recording and WI DOR Electronic Transfer Return for One Parcel
Revocable Living trust pour-over will
$750
Includes:
Drafting and Execution of Will to Pair with Revocable Living Trust
transfer on death designation deed
$250
Includes:
Recording of One Designation
individual will with testamentary trust
$1,200
Includes:
Stand-alone Will
Provision to Transfer via Testamentary Trust
All Clients are Unique and so are their Estate Plans. Fees will be Finalized at Consultation.