Summer 2016 Price List for Estate Planning

I understand and appreciate that ever family is different.  I also understand that you need at least an idea of expenses you may face in estate planning.  The below prices are meant only as a guide as your situation may call for something different than shown here.  We also offer specials somewhat regularly, just ask.  We also offer discounts to veterans, AARP members, active duty military, retired military, law enforcement, municipal employees, attorneys, retired judges, LegalShield members, nurses, firefighters, and more.

The below prices do not include out of office appointments, rush service and the like.

 

Estate Planning Packages

 (1) Individual Will: $695.00

Includes: signing and witnessing in our office

 

(2) Joint Will or Mirror Wills (Couples): $795.00

Includes: signing and witnessing in our office

 

(3) Beginning Estate Planning Package (Individual): $795.00

Includes: Will, Durable Power of Attorney, Advance Directive for Health Care and signing and witnessing in our office. Does Not Include trust provisions.

 

(4) Beginning Estate Planning Package (Couples): $895.00

Includes: A Joint Will or Mirror Wills, two (2) Durable Powers of Attorney, two (2) Advance Directives for Health Care, and signing and witnessing in our office. Does Not Include trust provisions.

 

(5) Intermediate Estate Planning Package (Individual): $2,795.00

Includes: TRUST, Pour-over Will, General Durable Power of Attorney, Advance Directive for Health Care, HIPPA Release, Medical Power of Attorney, Memorandum of Trust, Oklahoma Power of Attorney, Deed, filing fee for one deed and memorandum, an Estate Planning Binder, and signing and witnessing in our office.

 

(6) Intermediate Estate Planning Package (Couple): $3,295.00

Includes: Revocable Trust, Pour-over Will, two (2) General Durable Powers of Attorney, two (2) Advance Directives for Health Care, two (2) HIPPA Releases, two (2) Medical Powers of Attorney, Memorandum of Trust, two (2) Oklahoma Powers of Attorney, Deed, filing fee for one deed and memorandum and an Estate Planning Binder.

 

(7) Advanced Estate Planning Package (Individual): $5,595.00

Includes: Revocable Trust with limited MEDICAID PLAN, Pour-over Will, General Durable Power of Attorney, Advance Directive for Health Care, HIPPA Release, Medical Power of Attorney, Deed, Memorandum of Trust, Binder, Oklahoma Power of Attorney, filing fee for one deed and memorandum and an Estate Planning Binder.

 

(8) Advanced Estate Planning Package (Couple): $6,595.00

Includes: Two TRUSTS (Asset Protection Trust and Revocable Trust), Pour-over Will, two (2) General Durable Power of Attorney, two (2) Advance Directive for Health Care, two (2) HIPPA Release, two (2) Medical Power of Attorney, Deed, Memorandum of Trust, (2) Oklahoma Power of Attorney, filing fee for one deed and memorandum and an Estate Planning Binder.

 

(9) Full Estate Planning Package: $10,995.00

Includes: TAX TAX PLANNING, Three Trusts (asset protection trust, estate tax planning trust, and a revocable trust), Pour-over Will, General Durable Power of Attorney, Advance Directive for Health Care, HIPPA Release, Medical Power of Attorney, Deed, Memorandum of Trust, Binder, Oklahoma Power of Attorney, filing fee for one deed and memorandum.  This package does not include accompanying services that may be advised or suggested.

 

 

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