MARRIED COUPLE

REVOCABLE LIVING TRUST PACKAGE

CONTAINS:

Revocable Living Trust

Two Simple Wills 

Two Powers of Attorney - Health Care

Two Powers of Attorney - Property

Two Nominations of Conservator

Two Living Wills

Transfer of Home Into Trust

RANGE OF COST

If your total assets are under $1,000,000.00, 

then you need a Simple Trust. 

If your total assets are over $1,000,000.00, 

 then you need a Complex Trust.

If you are not sure,

Order the Free "Getting Started" Worksheet 

SIMPLE MARRIED COUPLE TRUST: *   

(UNDER $2,000,000)

    Married Couple Plus Family Home               $  1200 - $1500

        Each Additional Parcel of Real Estate                  $ 100

            (Vacation Home, Apartment Building, Timeshares, etc)

COMPLEX MARRIED COUPLE TRUST:  **  

(OVER $2,000,000)

    Married Couple Plus Family Home         $  1500 - $1800

        Each Additional Parcel of Real Estate                     $100

           (Vacation Home, Apartment Building, etc)

Additional Costs:

                    Special Needs Trust:                           $300

Accommodate Corporation:                 $300

* SIMPLE:              Under $1,000,000

    Taxable Estate = Net Worth + Life Insurance 

        (Taxable Estate Under $1,000,000)

        Assets (Net Worth Plus Insurance) Under $1,000,000

To Calculate Taxable Estate, Order the Free "Getting Started" Worksheet

** COMPLEX:       Over $1,000,000

    Taxable Estate = Net Worth + Life Insurance 

        (Taxable Estate Over $1,000,000)

        Assets (Net Worth Plus Insurance) Over $1,000,000