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

    • 2 Last Wills & Testaments

    • 2 Durable Powers of Attorney

    • 2 Health Care Proxies & HIPAA Releases

  • Documents Included:

    • 2 Revocable Trusts

    • 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

  • 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.

Probate & Trust Matters

  • Services Included: drafting and preparation of all documents related to appointment of a Personal Representative and representation of Personal Representative(s) and/or beneficiaries throughout all phases of the probate process.

  • Services Included: representation of trustees and beneficiaries in trust administration matters including assessment of rights and responsibilities of each party and assistance in resolving trust disputes and fiduciary litigation.