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2009 Living Trust Amendment Fee Schedule*


 

*       Amendment: Austin Living Trust Documents                                            $295 - 590

For couple or single person. Does not include estate tax planning.

 

*       Amendment: Non-Austin Living Trust Documents                   minimum $590

 

 

Our complete living trust amendment services include the following:

 

·   Initial Consultation (by phone or in our office)

·   Initial Attorney Interview

·   Living Trust Handbook

·   Updated Living Trust Agreement

·   Durable Power of Attorney for Financial and Health Care Decisions

·   Certificate of Living Trust

·   Pour-over Will

·   Optional Health Care Directive (Living Will)

·   Transfer Letters and Instructions, “What To Do After Signing Your Austin Living Trust” – also provided on audio CD

·   Special Gift List – Forms and Instructions

·   Attorney supervised document signing with witnesses and notary provided

·   Attorney telephone consultations to answer questions about your Austin Living Trust estate planning documents or regarding how to title an asset in your living trust name.**

 

* Fees are based upon a general distribution of the estate, not involving trusts or complex instructions; client provides all necessary information and signs all applicable disclosures and waivers; and clients (where more than one) agree on all matters relating to the estate plan.

 

** An in office review or assistance with forms not prepared by our law firm, whether in person or by fax, will incur an office visit charge of $150.

 

CALL OUR OFFICE AND WE WILL GIVE YOU A FEE ESTIMATE IN ADVANCE

 

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