ESTATE PLANNING SERVICES OVERVIEW


While we strive to provide estate planning services on a flat fees basis​, some matters that are complex or involve multiple beneficiaries may be charged additional fees to those shown below.


​Initial consultation  (This fee will be included in any plan selected from below)

​$250


BASIC WILL PLAN

$500  (Per Individual)

$750  (Per Couple)


A “Basic Will.” includes;

1) A Basic Will (No trusts)

2) A Durable Financial Power of Attorney (statutory and supplemental)

2) A Medical Power of Attorney with living will provisions included


A Basic Will  leaves your entire estate to one or more persons.  It does not include specific bequests (apart from general bequests of tangible personal property), provisions for minor children, or any trust provisions. In the event of incapacity, the financial and medical powers of attorney will permit the person(s) you name to manage your financial affairs and make medical decisions for you.


FAMILY WILL PLAN

$750 Individual

$950 Couple

Includes for each person:

1) A Will with one trust Provision for children and/or grandchildren.

2) A Durable Financial Power of Attorney (statutory and supplemental)

3) A Medical Power of Attorney with living will provisions


The Family Will Plan is best for families with minor children as well as for parents who wish to leave assets to their adult children in trust until they reach specified ages or other milestones.

FAMILY WILL WITH TAX PLANNING

$1,500 (“Bypass” Trust)

$1,750 (With “QTIP” Trust)

$2,500 (One of the above with GST planning) Includes for each person:

1) A Will with Trust Provisions for children and also a “bypass” Trust, with either mandatory or “disclaimer” funding.

2) A Durable Financial Power of Attorney (statutory and supplemental)

3) A Medical Power of Attorney with living will provisions


This Plan is for married couples with assets over either the state or federal estate tax exemption limits.  It allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes.  For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.


LIVING TRUST PLAN

$1,075 Individual

$1,800 Couple


Includes for each person:

1) A Revocable Living Trust

2) Pour-Over Will

3) A Durable Financial Power of Attorney (statutory and supplemental)

4) A Medical Power of Attorney with living will provisions.

This is a probate avoidance Plan.  Most families do NOT need a revocable trust plan, despite the many seminars that promote such plans.  For older individuals, however, it can be an excellent choice.  I will explain the pros and cons.


LIVING TRUST WITH TAX PLANNING

$2,500 -$3,500

Includes for each person:

1) A Revocable Living Trust

2) Pour-Over Will

3) A Durable Financial Power of Attorney (statutory and supplemental)

4) A Medical Power of Attorney with living will provisions

This Plan is for married couples with assets over either the state or federal estate tax exemption limits.  It avoids probate and allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes.  For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.    


OTHER ESTATE PLANNING SERVICES

$375 Stand-alone Financial and Medical Powers of Attorney(no Will) or $250 if additional to any Plan 

Testamentary Special Needs Trust $325/hr

Irrevocable Living Trust $1,500

Irrevocable Life Insurance Trust $295/hr

Transfer of Assets to a Trust Note:   The pricing for all documents includes only the drafting and signing of the initial document.  Clients will be charged additional fees for any changes (codicils) or amendments  made after the document has been signed. 



CALL ATTORNEY DAVID MUFUKA  AT 919-949-0414





CONTACT ATTORNEY DAVID MUFUKA  919-949-0414

Mufuka Law Firm, PLLC.