Fees & Pricing

Estate Planning

  • Documents Included:

    • 1 Last Will & Testament

    • 1 Durable Power of Attorney

    • 1 Health Care Proxy & HIPAA Release

  • Documents Included:

    • 2 Last Wills & Testaments

    • 2 Durable Powers of Attorney

    • 2 Health Care Proxies & HIPAA Releases

  • Documents Included:

    • 1 Revocable Trust

    • 1 Last Will & Testament

    • 1 Durable Power of Attorney

    • 1 Health Care Proxy & HIPAA Release

  • Documents Included:

    • 1 Joint Family Revocable Trust w/ Estate Tax Planning

    • 2 Last Wills & Testaments

    • 2 Durable Powers of Attorney

    • 2 Health Care Proxies & HIPAA Releases

  • Documents Included:

    • 2 Revocable Trusts w/ Estate Tax Planning

    • 2 Last Wills & Testaments

    • 2 Durable Powers of Attorney

    • 2 Health Care Proxies & HIPAA Releases

  • Documents Included:

    • 1 Irrevocable Life Insurance Trust

    • 1 New EIN (IRS Tax ID) for the ILIT

    • Trust Funding Instructions & Guidance

  • Documents Included:

    • 1 Supplemental or Special Needs Trust - 3rd-Party or 1st-Party

    • 1 New EIN (IRS Tax ID) for the Trust (if needed).

    • 1 Last Will & Testament for SNT beneficiary (if able to sign).

    • 1 Health Care Proxy for SNT beneficiary (if able to sign).

    • 1 Durable Power of Attorney for SNT beneficiary (if able to sign).

    • Trust Funding Instructions & Guidance.

  • Documents Included:

    • 1 Medicaid Planning Irrevocable Trust

    • 1 Deed Transferring Massachusetts Real Estate to Trust

    • 1 Trustee’s Certificate

    • 1 Homestead Declaration

  • Services Included: review of existing estate planning or trust documents and follow-up consultation.

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Probate & Trust Matters

    • Drafting and preparation of all documents related to appointment of a Personal Representative.

    • Ongoing representation of Personal Representative(s), beneficiaries, trustees, and creditors throughout all phases of the probate process.

    • Flat Fees available for certain matters.

    • Representation of trustees and beneficiaries in all trust-related matters.

    • Review of trust documents and assessment of rights and responsibilities of each party.

    • Administration of Irrevocable Life Insurance Trusts (ILIT), including annual Crummey notices and assistance with tax filings.