FAQs

Why do I need an estate plan?

A well thought out estate plan ensures that your plans for your medical care, guardianship for yourself or your minor children, and management and distribution of your assets will be carried out according to your wishes and not left to the State or others to decide.

What happens if I don’t have a plan?

If you do not have a Power of Attorney or Patient Advocate Designation and you become incapacitated, the probate court will appoint a Guardian to make your medical decisions and appoint a Conservator to handle your financial affairs.

What should I consider before I begin?

  • Who will be the Personal Representative of your Last Will?
  • Who will be the Successor Trustee after you if you draft a trust?
  • Who should be the Guardian or Conservator for your minor children?

Is a Living Trust valid in all states?

Yes, a Living Trust is valid in all fifty states, plus the District of Columbia

Isn’t a Living Trust only for the rich?

No. A Living Trust can help anyone protect his or her family. Any person with an estate large enough to require probate may derive meaningful benefits from a Living Trust.

Will a Living Trust save on Estate Taxes?

A living or a testamentary trust may help save on taxes in certain circumstances. The estate and gift tax laws are complex and fluid. Trusts are flexible vehicles that are often used in tax planning.

Estate Planning Pricing

CUSTOM

We do not use fill-in-the-blank forms for your estate planning, living trust or will; these attorney drafted, state specific estate planning documents are custom created by you on your own computer. You have the option to have them reviewed by an estate planning professional, or you can have an attorney use the system to prepare the documents for you! The Interview has context-sensitive question and answer screens so the estate planning program knows the proper questions to ask based on your answers to the previous questions. We are the only on-line living trust and estate planning service that permits you to fully see what you are getting before you pay!

COMPLETE

The package includes all of the necessary state-specific documents to fully create an effective, all-encompassing estate plan, living trust or will, including “HIPAA” compliant health care powers (incorporating a “living will”) and the deeds to transfer real property.

AFFORDABLY PRICED

Our price includes the full Living Trust Package; there are no hidden costs or “add-on” fees. You can be confident that you will get high-quality, customized estate planning documents at an affordable price.

ESTATE PLANNING PACKAGES ATTORNEY REVIEWED ATTORNEY PREPARED
Last Will and Testament*² (Individual) $495.00 $650.00
Last Will and Testament*² (Couple) $695.00 $995.00
Revocable Living Trust**² (Individual) $1,295.00 $1,595.00
Revocable Living Trust**² (Couple) $1,995.00 $2,295.00
ESTATE PLANNING DOCUMENTS
Medical Power of Attorney $125.00
HIPAA Release $75.00
Directive to Physicians $75.00
Durable Power of Attorney $150.00
Appointment of Guardian $75.00
Family Emergency Plan for Minors $795.00
Complete Trust Package includes: Will Package includes:
  • Last Will and Testament*²
  • Revocable Living Trust**²
  • Trust Synopsis (in plain English not legalese)
  • Certification of Trust
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Release
  • Form Letter with Instructions for Distribution of Personal Property
  • Declaration of Community Property (where appropriate)
  • Instructions for transferring assets to Revocable Living Trust
  • Burial Instructions
  • 30 Minute consultation with an Estate Planning Attorney
  • Last Will and Testament*²
  • Durable Power of Attorney
  • Medical Power of Attorney
  • HIPAA Release
  • Form Letter with Instructions for Distribution of Personal Property
  • Summary cover letter explaining documents
  • Burial Instructions
  • 30 Minute consultation with an Estate Planning Attorney

* Indicates simple wills with no tax planning or trust provisions.
**Indicates simple Revocable Living Trust with no tax planning or advanced trust provisions.
² If it is determined that additional work, not covered by these base flat fees, is needed, then you will be notified and given your options to continue, at the additional fee required.

During your 30 minute consultation with an Estate Planning Attorney you will discuss your personal situation, needs and desires. If during this consultation it becomes clear that you will require tax planning or any trust provisions in your Estate Plan, Succession Planner will make you aware of this. Fees may be higher depending on the complexity of your unique circumstances. Succession Planner will always quote you a flat fee rate before starting any work on your behalf.

Listed fees are subject to change.

Custom Binding Service – $99

Protect and store your valuable estate planning documents in our attractive binder.


When you purchase our Custom Binding services we will:
√ Print one original of your estate planning documents
√ Organize your documents using our custom tabs
√ Insert the documents into the Estate Planning binder
√ And ship directly to your home