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Plans & Fees

Estate Planning Services

I believe in being up front and transparent about my legal fees. Each estate plan is based upon my time investment to build a foundation for you. Each plan includes all planning sessions, phone calls and emails, the documents, a review/signing session, and any necessary follow up. At our initial planning session, I will outline a variety of additional planning options based upon you, your family, your concerns and wishes, and your assets. As we build your estate plan together, I will clarify whether there will be any additional fees involved.

Additional estate planning services, such as trust funding and amendments, can be quoted upon request.

Living Trust plans for individuals begin at a flat rate of $1,750 & include the following:
  • Important Estate Planning Instructions
  • Name & Appointment Summary
  • Revocable Living Trust
  • Disability Certificates
  • Certificate of Trust
  • Pour Over Will
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Declaration of Trust
  • Funding Instructions
  • Assignment of Personal Property
  • Tangible Personal Property Memorandums
  • Medical directive wallet card
  • Access to my secure client portal
Living Trust plans for couples begin at a flat rate of $2,250 & include the following:
  • Important Estate Planning Instructions
  • Name & Appointment Summary
  • Revocable Living Trust
  • Disability Certificates
  • Certificate of Trust
  • Pour Over Will
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Declaration of Trust
  • Funding Instructions
  • Assignment of Personal Property
  • Tangible Personal Property Memorandums
  • Medical directive wallet card
  • Access to my secure client portal
Will plans for individuals begin at a flat rate of $1,500 & include the following:
 
  • Important Estate Planning Instructions
  • Name & Appointment Summary
  • Last Will & Testament
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Funding Instructions
  • Assignment of Personal Property
  • Tangible Personal Property Memorandums
  • Medical directive wallet card
  • Access to my secure client portal
Will plans for couples begin at a flat rate of $2,000 & include the following:
 
  • Important Estate Planning Instructions
  • Name & Appointment Summary
  • Last Will & Testament
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Funding Instructions
  • Assignment of Personal Property
  • Tangible Personal Property Memorandums
  • Medical directive wallet card
  • Access to my secure client portal

Simple Estate plans for Individulas begin at a flat rate of $750 & include the following:

  • Name & Appointment Summary
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPPA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Medical directive wallet card
  • Access to my secure client portal

Simple Estate plans for couples begin at a flat rate of $1,000 & include the following:

  • Name & Appointment Summary
  • Guardian instructions
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPPA
  • Healthcare Instructions
  • Funeral Representative Designation
  • Memorial Instructions
  • Asset summary
  • Medical directive wallet card
  • Access to my secure client portal

Power of Attorney plans for Individulas begin at a flat rate of $500 & include the following:

  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Medical directive wallet card
  • Access to my secure client portal

Power of Attorney plans for couples begin at a flat rate of $750 & include the following:

  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA
  • Healthcare Instructions
  • Medical directive wallet card
  • Access to my secure client portal
LLC plans begin at a flat rate of $1,000 & include the following:
 
  • Business name search and review
  • Articles of Organization
  • Obtaining an EIN
  • Drafting an Operating Agreement
  • Annual minutes templates
  • Filing Beneficial Owner report with FinCen
  • Access to my secure client portal
Corporation plans begin at a flat rate of $1,250 & include the following:
 
  • Business name search and review
  • Articles of Incorporation
  • Obtaining an EIN
  • Drafting ByLaws
  • Annual minutes templates
  • Filing Beneficial Owner report with FinCen
  • Access to my secure client portal
Formation of a Non-Profit begins at a flat rate of $3,000 & include the following:
 
  • Establishment of a Corporation, including everything to the immediate left
  • IRS Power of Attorney
  • Determination of IRS Form 1023 filing eligibility
  • Application for Recognition of Exemption (501c3)
  • Determination of Michigan exemption status from COSA and/or STCPA
  • Solicitation license registration
  • Charitable Trust registration
  • Filing Beneficial Owner report with FinCen

Business Planning Services

Each business plan is based upon my time investment to establish the business model that best meets your needs. Each plan includes all planning sessions, phone calls and emails, the documents, a review/signing session, and any necessary follow up.

Additional Business Planning Services are provided at an hourly rate of $250.

Trust & Probate Administration Services

Trust and Probate Administration are unique services that require different steps for each client.  I offer both full and limited scope representation for clients needing legal guidance during this often difficult time.  These services are offered at an hourly rate of $250.
  • Advising the Successor Trustee of their duties and responsibilities
  • Preparing Certificates of Trust
  • Preparing Acceptances of Successor Trustees
  • Advising the Personal Representative of their duties and responsibilities
  • Preparing and filing probate court forms
  • Attending hearings at the probate court
  • Preparing Inventories and Accountings
  • Obtaining EINs
  • Notifying beneficiaries
  • Assisting with notices to creditors and handling claims
  • Assisting with locating beneficiaries
  • Assisting with distributions
  • Advising on taxable outcomes for beneficiaries
  • Preparing Quit Claim, Warranty, and Ladybird Deeds
  • Preparing Property Transfer Affidavits
  • Applying for and rescinding Principal Residence Exemptions
  • Preparing closing statements, pro-rating property taxes, and calculating transactional costs for simple real estate closings
  • Holding real estate transaction funds in escrow
  • Preparing residential and commercial land contracts
  • Preparing promissory notes and mortgages
  • Preparing residential and commercial purchase agreements
  • Preparing residential and commercial lease agreements
  • Handling lease evictions for Landlords
  • Handling land contract foreclosures for property owners

Real Estate Planning Services

We offer a number of real estate planning services in relation to our other core legal services.  These services are offered at an hourly rate of $250.

Disclaimer

The information contained in this website is provided for informational purposes only and should not be construed as offering legal advice or creating an attorney-client relationship between the reader and the attorney. You should not act or refrain from acting on the basis of any content included on this website without seeking appropriate legal advice from an attorney licensed in your state.

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P.O. Box 9, Dimondale, MI 48821
Phone: (517) 708-2222