Estate Planning Fees
Basic Estate Plan: Includes a simple will (with no tax planning or trusts for minor beneficiaries), health care directive, health care and financial powers of attorney, and anatomical gifts/burial instructions. Appropriate for clients with assets below the estate tax threshold: Couple - $1000; Individual - $750.
Will Only: Includes a simple will with no tax planning or trusts for minor beneficiaries. Couple - $600; Individual - $500.
Community Property Agreement: Includes a Community Property agreement, usually added to a Basic Estate Plan - $300.
Tax Planning Estate Plan: Includes a tax planning will, health care directive, health care and financial powers of attorney, and anatomical gifts/burial instructions. Appropriate for clients with assets at or near the estate tax threshold. Couple - $1,500.
Powers of Attorney Only: Includes a health care directive, health care and financial powers of attorney, anatomical gifts/burial instructions. Couple - $300; Individual - $200.
Safekeeping of Wills: Many court clerks will hold wills safely for a filing fee of approximately $20.00 per will. Wills filed with the clerk will remain private until the death of the testator, and the testator may withdraw or change the will any time during his or her life.
Changes and Updates to Estate Plan: Michelle is happy to help you update your estate plan. This service is billed at Michelle’s hourly rate of $200/hour. Simple changes and re-signing of estate planning documents usually cost about $200.
Additional fees may be charged for estates that require more advanced planning techniques than the documents and services described above, as agreed to by the client and the attorney. For additional information, please contact the Law Office of Michelle Geri Farris.
This website and its contents do not constitute legal advice. No attorney-client relationship can be formed until the attorney and client meet, discuss the client’s case, and sign a written fee agreement. Michelle is not a tax expert, and nothing in this website can be construed as tax advice. If you’d like to hire Michelle, please contact the office at 206-522-4638. Thank you! © Michelle Farris 2015