How Much Does a Trust Plan Cost?

Choosing the Right Estate Plan

When creating your estate plan, one of the first decisions is whether to use a trust-based plan or a will-based plan. Your choice depends on several factors, including your age, assets, and long-term goals. Generally, the older you are — and the more you want to simplify things for your family — the more beneficial a trust-based plan can be.

During our initial consultation, we will review your assets, goals, and options. If a trust-based plan is right for you, we’ll provide a clear, fixed-fee quote before any work begins.

Our Typical Trust Planning Fees

• Single person: $3,000

• Married couple: $4,500

  
  

These fees cover a comprehensive estate planning package, which includes:

• Pour-over will

• Durable power of attorney (with Medicaid planning powers, if applicable)

• Health care surrogate designation

• Living will and end-of-life planning review

• Deed transfer of one property to the trust (additional deeds at extra cost)

• Trust binder for future reference

• Scanned copies of all documents

• Funding guidelines for your trust

• Family guide for managing affairs during incapacity or after death
  

  Our Medicaid Planning and Asset Protection Fees are separate and customized to the complexity of your situation and the nature of the assets to be protected. We will discuss various options with you at the time of your consultation.

  
  

Transparent Pricing, No Hidden Fees

We believe in straightforward pricing. You’ll always know the cost before we begin — no hourly billing, no per-document charges, and no pressure to buy financial products, unlike the “traveling trust salesmen” who pass through our community.

More Value Upfront, Less Cost Later

Our fees reflect the value of our experience, training, and thoughtful process. Some attorneys offer only “document-only” preparation, we provide true estate planning — a collaborative process where we guide you through informed choices, address your concerns, and ensure your assets are properly transferred into your trust.

Why Our Approach Is Different

Not all estate planning attorneys have the same level of expertise. Many lack experience in elder law, Social Security, Medicaid planning, VA benefits, or special needs trusts — areas that are often critical to protecting your assets and your family.

Because we regularly integrate elder law and asset protection strategies, our documents are more comprehensive and practical. We stay on the leading edge of legal developments through advanced training and continuing education, ensuring our clients receive the highest quality planning.

Funding Your Trust — The Missing Step

A common issue we see is that people create trusts but never fund them. Without proper funding — such as transferring titles and updating beneficiary designations for life insurance, retirement accounts, and annuities — the plan won’t work as intended. Unlike many firms, we guide you through this critical step to ensure your estate plan and your assets work seamlessly together.

Let’s Create Your Plan

Our goal is simple: to help you create not just good estate planning documents, but a comprehensive, customized plan that protects you, your family, and your legacy. Schedule a consultation today to start building your estate plan with confidence.