Skip to content

Estate Planning Pricing

Package 1 – Basic Will

Cost: $900 / $1000 couple

A will is a legal document that outlines how you would like your assets to be distributed after your death. It also allows you to appoint an executor who will be responsible for carrying out your wishes.  Without a will, the state will decide how to distribute your assets, which may not be in line with your wishes. Therefore, having a will is essential to ensure that your final wishes are respected.

As part of our will package, we offer a comprehensive range of legal documents to ensure that your wishes are respected and carried out. Our package includes a living will, which outlines your wishes for end-of-life care, a healthcare Power of Attorney, which designates a trusted individual to make healthcare decisions on your behalf, and a general Power of Attorney, which allows you to appoint someone to manage your financial and legal affairs if you become incapacitated. With our will package, you can rest assured that your wishes will be respected and carried out.

Includes: Will, Living Will & Healthcare POA, HIPAA Release

Package 2 – Will with Testamentary Trust Plan

Cost: $1,600 / $1,800 

A testamentary trust is a trust that is created upon the death of an individual, typically through a will. This type of trust is set up to provide for the management and distribution of the deceased’s assets. The trust is established by the terms of the will, and the assets are transferred to the trust upon the death of the individual. The trust is managed by a trustee, who is responsible for managing and distributing the assets according to the terms of the trust. The trust can provide for the care of minor children, or for the benefit of other individuals or organizations. The trust can also provide for the payment of taxes and other expenses related to the administration of the estate.

We will draft a will-based plan with testamentary trust is a type of estate plan that involves the creation of a trust through a will. This type of trust is created upon the death of the person who created the will and is funded with the assets that were listed in the will. The trust is then used to manage and distribute the assets in accordance with the wishes of the deceased. The trust can be used to provide for the care of minor children, provide for a surviving spouse, or even provide for a charity or other beneficiary. The trust can also be used to minimize estate taxes and provide other financial benefits.

Package 3 – Fundamental Trust Plan (Revocable Living Trust)

Cost: $2,000 / $2,200

In order to best serve you, we will initially schedule approximately an hour and a half for you to meet with one of our attorneys.  During this time, we will work together to create a personalized Revocable Living Trust and a Temporary Guardianship Agreement, if applicable.

Afterward, we will ensure that everything is in order by sending you a draft and then scheduling as second meeting with you.  At this time we will answer any questions and sign the trust and other documents. We can also assist you in transferring the assets into your trust (funding), including your primary residence and other non-real estate assets, such as bank, brokerage, and retirement accounts.

Package 4 – Advanced Trust Plan

Cost: Starting at $ 3,300 / $3,500 couple

This package is designed for our clients with even more complex needs then a straightforward Revocable Living Trust. First, we will schedule time to ask questions and understand your current needs.  Afterward, we will provide advice and assistance in drafting documents such as Irrevocable Life Insurance Trusts, Special Needs Trusts, Qualified Personal Residence Trusts, Buy-Sell Agreements, Family Limited Partnerships, and Family LLCs.  We are delighted to help those needing more sophisticated distribution plans, or tax planning needs.

Al-a-cart services and Additional Cost

Additional Deeds ($200)

If you own more than one property, it is important to ensure that all of your assets are properly protected. In order to ensure that the property is properly transferred into your trust, we will draft the necessary additional deeds.

Single-Member LLCs ($500)

A single member LLC (limited liability company) is a business structure that combines the limited liability of a corporation with the flexibility of being a sole proprietor. This type of business structure is ideal for small business owners who want to protect their personal assets from business liabilities, while still enjoying the benefits of being a sole proprietor. A single member LLC also provides a more formal business structure than a sole proprietorship, which can help to build credibility with customers and vendors. Additionally, a single member LLC can provide tax advantages, such as the ability to deduct business expenses from income, and the ability to avoid double taxation. Overall, a single member LLC is an ideal choice for small business owners who want to protect their personal assets while enjoying the benefits of a sole proprietorship.

Need to establish a multi-member LLC in Idaho?  Contact us so we can customize your LLC to your exact needs.