Basic Estate Plan - Single Person

We will review your current situation and provide you with a Will, Health Care Proxy, and Durable Power of Attorney. This package includes up to two office meetings and up to one hour of telephone conversations to discuss your wishes and concerns, drafting and execution of all documents.  If you are interested in advanced planning, you may wish to add on a trust. (See Below)

 

 

$795

Basic Estate Plan- Couple

We will review your current situation and discuss your wishes to provide you with a Will, Health Care Proxy, and Durable Power of Attorney. This package includes up to two office meetings and up to one hour of telephone conversations to discuss your wishes and concerns, drafting and execution of all documents.  When appropriate, we may recommend that you consider adding on trust documents.  (See Below)  

$1,295

Basic Estate Plan for Family with Young Children including Family Trust for Minor Children

We offer comprehensive estate plans for families with minor children which include Wills, Powers of Attorneys, Health Care Proxies and a Family Trust to provide for children.     

$1,395

Estate Planning for Married Couple with Credit Shelter Trusts for Massachusetts

Includes a will, health care proxy, durable power of attorney, and Revocable Trusts for both spouses to assist in avoiding probate and minimizing Massachusetts estate tax.  Also includes instructions for funding trusts.  Please note that if you need us to change the title of real estate, this will be an additional cost.

 

This package is suitable for clients with assets over $1 million

$1,850

Medicaid Plan for Single Person- Crisis Planning

We will evaluate your income, assets, and current situation and provide you with a written plan regarding asset spend-down and qualifying for Masshealth.  

$1,495

Add On: Trust Documents

We want to ensure that your needs are met.  We may recommend a trust document, in addition to the basic estate plan.  Trusts can be designed to meet your goals.  You should consider a trust if:  

 

  • You live in MA and have more than $1 million dollars in assets

  • You have a loved one with a dsability that you wish to provide for

  • You own property in another state or country

  • You want to leave your assets to any children that are under 18 years old

  • You are you in a second marriage, with children from a prior marriage​

  • You are concerend about your privacy

  • You want to greater control over your assets after your death​

  • You want to avoid probate 

  • You want to plan in advance to protect your assets in the event that you need Nursing Home Care  

 

 

 

 

Add: $500 - $2,500

MassHealth Planning, Applications, Appeals and Guidance

We will review your situation and provide you with a plan including recommendations for protecting your assets in the event that you or your spouse need nursing home care.  In some cases, we will handle the MassHealth application for you and work with you beginning with the planning process, through the MassHealth application, and if needed appeal hearing.  The cost will vary depeding upon upon a variety of factors, such as:  

 

  • Are you single or married?

  • Are you over the MassHealth asset limit?

  • Do you need help gathering the information that will be needed for the MassHealth application?

  • Are there are any issues that will result in the need for a appeal hearing?

  • Will we prepare the Medicaid Application or will you prepare it and we will provide consultation?

 

After meeting with you to gather more information, we will provide you with an estimate of the total cost.

 

Single Individual Planning:  $2,500 - $7,000

Married Couple Planning:   $2,500 - $10,000 (May be higher if appeal hearing is necessary) 

Flat Fee varies: Beginning at $2,500

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Flat Fee Packages

Belmont 

30 Church Street, Suite 210

Belmont, MA 02478

Phone  

617-489-5900