Austin Living Trust - Living Trust Fees

Living Trust: Avoids probate 100% $690

For couple or single person. Recommended for estates under $3.5 million.

Tax Planning Trusts: Avoid probate 100% and reduce or $1,590 - $1,790

eliminate federal estate taxes

For married couple: Recommended for common estates over $7 million.

For married individual: Recommended for separate estate over $3.5 million.

Our complete living trust estate plans include the following:

· Initial Consultation (by phone or in our office)

· Initial Attorney Interview

· Living Trust Handbook

· 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)

· Deed to Living Trust for 1 real estate property (preparation only)

· 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 special 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