How You Are Charged
Finally, our pricing structure is unique. Unlike most attorneys who do Living Trusts, we do not use the clock as a determiner of cost. Our program is priced on the basis of a single price for the entire project. There are no hidden fees or hourly charges for follow-up work.
The price is the same for a small estate or a large estate up to $7 million (for married couples). Above $7 million we recommend the use of the Q-TIP provision in order to protect your excess (above your marital Estate Tax exemption) assets for your surviving spouse. Modest fees would be added for this provision but disclosed to you in advance.
The following services are included:
The Complete Trust package containing about 18 documents for a Marital Trust
Copies of all Powers of Attorney and Living Will for your Successor Trustee(s).
Our book, "The Living Trust Companion".
Free changes, as necessary, for the life of your Trust.
Free drafting of Quit Claim Deeds for transfer of real property into the Trust.
Ongoing support service by E-mail and telephone at no extra cost.
Please contact Heritage Living Trust for cost information at 888-437-8778 or your local Heritage Independent Agent.
The only additional charges you would incur would be the Notary fees you pay for signing your Trust, and any filing fees that would be necessary when you file your Quit Claim Deeds at your county recorder's office.
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