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Initial Consultation
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No charge
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Basic Estate Plan
Single Person - Will, Durable Power of Attorney, Living Will & Health Care Proxy and Homestead
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$750.00
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Basic Estate Plan
Couples - with no trust provisions
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$1,500.00
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Trust Plan
Family Plan - Revocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies & two Realty Trust 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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Single plan with trust provisions and one real estate deed
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$2,500.00
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Codicils and Trust Amendments
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to be quoted
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Nominee/Realty Trust
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
initial gift letters, EIN No.
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$3,500.00
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Crummey Notices for Annual Exclusion Gifts (includes 4 notices per year) Each additional Crummey Notice is $50.00 each.
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$500.00
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Annual Gift Letters
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$500.00
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Gift Tax Returns
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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Qualified Personal Residence Trust (QPRT)
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$5,000.00
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Grantor Retained Annuity Trust (GRAT)
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$5,000.00
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Joint Trust
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$3,500.00
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Medicaid Application
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$10,000.00
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Family Limited Partnership
Does not include Massachusetts filing fee
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$5,000.00
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Private Foundation
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$5,000.00
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Mass Business Trust
Does not include filing fees
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$3,500.00
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Limited Liability Company
One or two members only (does not include filing fee)
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$2,500.00*
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Delaware Series LLC
With two properties, does not include filing 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 Agreements
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$3,500.00*
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Incorporation
One or two shareholders only, Massachusetts fee; Does not include filing fees & corporate kit, Non-Massachusetts incorporations quoted separately
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$1,750.00*
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Corporate 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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* - Base fee for initial meeting and a working draft of agreement based on meeting. Review and revisions will be billed separately.
All prices are quoted above are based on the absence of any unusual circumstances and DOES NOT include recording charges, filing fees or title research.
Hourly Rates:
Leo J. Cushing, Partner: $350.00
Managers: 235.00 - $295.00
Associates: 215.00 - $235.00
Paralegals: 125.00 - $150.00
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