“Peace of Mind” Living Trust Plan
The Planning Process
Your “Peace of Mind” Living Trust Plan will be completed in three simple steps.
Step One – Call or e-mail our office to schedule your free, no-obligation, initial consultation. There are three main goals to this meeting:
- You tell us what your goals are
- You get your questions answered
- We ask questions to gather information and understand your goals
Step Two – Gather information. Shortly after your initial consultation you will receive a detailed list of the information we need to finalize your estate plan. You will be provided with a due date for when this information needs to be returned to our office.
Step Three – Review and execute your plan. At this Signing Ceremony you will meet with an attorney who will review your Plan with you to make sure you fully understand the terms of the plan and that it is consistent with your intended goals. Your Estate Planning documents will then be signed, notarized and witnessed.
About two to three weeks after your Signing Ceremony you will receive your original “Peace of Mind” Living Trust plan in the mail, after all necessary documents have been filed, recorded, or copied.
What documents are included in the plan
Your “Peace of Mind” Living Trust Plan includes the following standard documents:
• “Peace of Mind” Trust Agreement
• Pour –over Will
– including nomination of guardians if needed
• Distribution of Personal Property List
• Certification of Trust
• Statement of Registration
• Up to 4 Real Property Deeds
• Assignment of Personal Property to Trust
• Agreement To Pass Property To Trust
• Idaho Statutory Durable Power of Attorney
• Idaho Statutory Health Care Directive
– Living Will
– Durable Power of Attorney for Health Care
– Idaho Organ Donation Form
• General Instructions and Funding Instructions
• Instructions to Successor Trustee
How much does the plan cost
For married couples: $1,375.00
For single individuals: $1,225 .00
In addition to the above-stated legal fees you will be charged for any out-of-pocket costs incurred in prepare your plan, including recording fees, postage, and copy charges. Out-of-pocket costs average $75.00 – $125.00.
The addition of specialty provisions within your trust agreement may result in additional fees. Such provisions include Special Needs Trusts, Children’s Asset Protection Trusts, Education Trusts, Spousal Distribution Restriction Provisions, etc. The addition of specialty provisions will cost on average about $150 per provision.
* Fees and costs are subject to change without notice.