TRUST PACKAGE

Individual: $1800

Couple: $2200

Includes:

 ·  Joint or Individual Revocable Living Trust

- Optional guardianship provisions

- Optional testamentary trust provisions (for future children/grandchildren’s trusts)

- Optional Credit Shelter Trust provisions to avoid unnecessary estate taxes

 ·  Pour-over Will(s)

 ·  Durable Power of Attorney(s)

 ·  Medical Advance Directive(s)

 ·  Guidance in transferring remaining assets into trust and/or updating

beneficiary designations

·  Transfers of real property into Trust available as additional option (see below)

WILL PACKAGE

Individual: $1000

Couple: $1400

Includes:

·  Will(s)

 ·  Durable Power of Attorney(s)

 ·  Medical Advance Directive(s)

·   Guidance regarding updating beneficiary designations

AMENDMENT OR CODICIL TO EXISTING LIVING TRUST OR WILL

Fees are assessed on a case-by-case basis, depending on the scope of the changes/additions requested.

ADDITIONAL OPTIONS

*  Add $250 for each deed transferring Oregon real estate to Living Trust

*  Add $275 for each deed transferring real estate outside of Oregon into Living Trust

*  Add $250 for Contract to Not Change Beneficiaries (after death of first spouse)

Current as of 12/12/2024