844-79-TRUST
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Hourly Rate Pricing
Description:
AvoidProbate Completeâ„ includes all of the essential estate planning documents including a customized revocable living trust, pour-over will, and powers of attorney for health care and property, plus any other specific or custom documents needed to complete your estate plan.
What it includes:
The AvoidProbate Completeâ„ estate plan includes the following documents:
1. Customized Revocable Living Trust: Designed to avoid probate and plan for periods of incapacitation. Assets such as real estate can be "titled" in the name of the trust which will prevent them from going into probate when you die. Assets in the trust can also be easily managed by a Successor Trustee if the initial Trustee is ever incapacitated.
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2. Pour-Over Will: Transfers any assets that may end up in your estate over to the living trust upon death.
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3. Power of Attorney for Health Care: A document which allows you to name an agent who can make medical decisions for you in the event of incapacitation.
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4. Power of Attorney for Property: A document that allows a named agent to manage assets that are not in the trust (i.e. bank accounts, retirement accounts, and more).​
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5. Any other specific or custom documents needed to complete your estate plan.
The Process:
The process starts with us setting up an office or phone meeting to discuss your specific estate planning needs. Once we gather all of the information we need, we will prepare customized drafts of your documents. Once completed, we will send you drafts of the documents to review. If there are any revisions needed, just let us know. Once approved, we will schedule you to come to our office and have an in-person meeting to sign all the prepared documents and dicsuss funding the trust.
The Cost:
Our AvoidProbate Completeâ„ estate plan requires an initial retainer of $2,500.
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A $250 deed preparation and recording fee will be added for each individual piece of real estate that you need us to "title" in the name of the trust (Illinois and Hawaii real estate only; City of Chicago properties cost $350).