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Initial Consultation
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No charge unless retained.
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Basic Estate Plan - Single Person
Will, Durable Power of Attorney, Living Will, Health Care Proxy, HIPAA Release and Homestead
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$ 750.00
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Basic Estate Plan - Married Couple
Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases and Homestead (Trust not included)
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$ 1,500.00
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Trust Plan - Traditional
Family Plan - Revocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases, two Realty Trusts and two Deeds. This does not include other asset transfers which will be quoted separately in each case.
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$ 6,000.00
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Trust Plan - Medicaid
Family Plan - Irrevocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases, two Realty Trusts and two Deeds. This does not include other asset transfers which will be quoted separately in each case.
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$ 6,000.00
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Trust Plan - Joint Trust (Moderate Estates)
Single Joint Revocable Trust for married couples, Pourover Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies and HIPAA Releases.
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$ 3,500.00
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Trust Plan - Single
Single person plan with trust provisions, Pourover Will, Durable Power of Attorney, Living Will, Health Care Proxy, HIPAA Release and one real estate Deed.
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$ 2,500.00
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Codicils and Trust Amendments
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Quoted on a case by case basis.
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Nominee/Realty Trust
Includes Schedule of Beneficiaries and related documents.
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$ 350.00
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Deeds
Does not include recording fees or title examination.
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$ 250.00
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Irrevocable Life Insurance Trust or Irrevocable Second to Die Life Insurance Trust
Includes preparation of initial gift letters and obtaining Employer Identification Number (EIN).
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$ 3,500.00
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Crummey Notices for Annual Exclusion Gifts (includes notices to 4 beneficiaries). Each additional Crummey Notice is $50.00.
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$ 500.00
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Gift Tax Returns (In the absence of unusual circumstances. Does not include valuations.)
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$ 2,500.00
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Irrevocable Medicaid Trust
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$ 3,500.00
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Charitable Remainder Trust
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$ 3,500.00
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Charitable Lead Trust
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Quoted on a case by case basis. |
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Qualified Personal Residence Trust (QPRT)
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$ 5,000.00
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Grantor Retained Annuity Trust (GRAT) or Grantor Retained Uni Trust (GRUT)
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$ 5,000.00*
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Medicaid Application
Fair Hearing to be quoted separately.
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$10,000.00
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Family Limited Partnership
Does not include filing fee, recording fees or valuation.
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$ 5,000.00*
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Private Foundation
Includes IRS Determination Letter.
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$ 5,000.00*
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Massachusetts Business Trust
Does not include filing fees.
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$ 3,500.00*
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Limited Liability Company (LLC)
Massachusetts LLCs for up to two members. Does not include filing fees.
Non-Massachusetts LLCs quoted separately.
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$ 2,500.00*
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Delaware Series Limited Liability Company (DE Series LLC)
Delaware LLCs for up to two properties. Does not include filing fees or real estate recording fees.
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$ 5,000.00*
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Buy/Sell Agreement
For two owners with adjusted book value as valuation.
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$ 3,500.00*
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Split Dollar Agreement
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$ 1,500.00*
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Employment Contract
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$ 3,500.00*
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Deferred Compensation Agreement
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$ 3,500.00*
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Incorporation
Massachusetts incorporations for up to two shareholders. Does not include filing fees & cost of corporate kit.
Non-Massachusetts incorporations quoted separately.
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$ 1,500.00*
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Corporate and Limited Liability Company (LLC) - Annual Meeting Minutes
Does not include filing fees.
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$ 750.00
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Pre-nuptial Agreements
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$ 5,000.00*
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Probate Administration
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Quoted on a case by case basis. |
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Trust Administration
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Quoted on a case by case basis. |
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Probate Litigation
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Hourly |
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Shareholder Litigation
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Hourly |
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General Business Litigation
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Hourly |
