The Law Offices of Nicole James, P.C. 

Three Levels of Service & Fees

I offer three levels of service from which you can choose to find the best solutions for your problems and concerns.

1. 1.  Will-based Plan (generally only recommended for small estates)

What every person needs as a bare minimum of essential lifetime planning.

• A simple will-based plan designed to transfer your estate to whom you want at death and provides guardians to care for your children (if applicable)
• Provides for your mental incapacity with a comprehensive Financial Power of Attorney.
• Records your end-of-life choices and appoints healthcare agents utilizing a healthcare proxy and advanced directives.

Fee Range: $1750 per individual

                     $2950 per marital plan

2. Trust or more complex Will based Planning

 Customized, counseling-based planning that achieves your unique family goals and needs for moderate estates 

• First educational and counseling meeting, Design Meeting, and Delivery and review Meeting. 
• Documents include one or more comprehensive Revocable Living Trusts and Pour-over Wills based on your needs.
• Estate Planning Portfolio to store your documents

•  Protects your beneficiaries from creditors and divorce
•  Comprehensive disability planning for you and your spouse to avoid “living probate”: 
• Disability panel
• Detailed instructions for care
• Comprehensive Financial Power of Attorney
• Appointment of health care agents, “living will” end-of-life choices, and HIPPA release form
•  Can include special trust provisions, Including creating Pet Trusts and Trust Protectors

Fee:  $3,950 per individual plan

Family Plan – $6,250 (Two revocable Trusts)   

 Two Revocable Trusts (with marital and bypass shares), Pour over Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases  

Family Plan – $5,550 (Joint Revocable Trust)   

Joint Revocable Trusts (with marital and bypass shares), Pour over Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, HIPAA Releases  

3. Advanced Planning

Includes all the features in Level Two, yet goes far beyond those levels:

•  Incorporates the most advanced wealth transfer strategies available to minimize taxation and fees, such as Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, IRA Trusts, etc.
•  Uses sophisticated strategies to maximize, guide, and protect the wealth passed down to your beneficiaries.  May include comprehensive and specific directions for the distribution and preservation of your wealth for generations to come.

Fee Range: $7,000+