Attorney Fees for Estate Planning Services

1. For counseling and preparation of a Simple Last Will and Testament without significant Estate Tax Planning (outright distributions to beneficiaries / no minor beneficiaries named); Assignment of Tangible Personal Property; Durable Power of Attorney for Financial Matters; Medical Directive and Durable Power of Attorney for Health Care Decisions; HIPAA Release Authorization; Deed for Primary Residence, if necessary; and Instructions on How to Title Assets; does not avoid Probate Administration*:

$1,495/individual……$1,995/couple

2. For counseling and preparation of a Revocable Trust to avoid assets being subject to a Probate Administration without significant Estate Tax Planning; Last Will and Testament (referred to as a Pourover Will) with Guardian provisions, if necessary; Assignment of Tangible Personal Property; Durable Power of Attorney for Financial Matters; Medical Directive and Durable Power of Attorney for Health Care Decisions; HIPAA Release Authorization; Deed for Primary Residence, if necessary; Certification of Trust; and Instructions on How to Title Assets*:

$2,695/individual……$3,495/couple

3. For counseling and preparation of a Revocable Trust to avoid assets being subject to a Probate Administration with significant Estate Tax planning; Last Will and Testament (referred to as a Pourover Will) with Guardian provisions, if necessary; Assignment of Tangible Personal Property; Durable Power of Attorney for Financial Matters; Medical Directive and Durable Power of Attorney for Health Care Decisions; HIPAA Release Authorization; Deed for Primary Residence, if necessary; Certification of Trust; and Instructions on How to Title Assets*:

$4,300/individual……$4,800/couple

4. For counseling and preparation of an Irrevocable Trust for Life Insurance; Revocable Trust to avoid assets being subject to a Probate Administration with significant Estate Tax planning; Last Will and Testament (referred to as a Pourover Will) with Guardian provisions, if necessary; Assignment of Tangible Personal Property; Durable Power of Attorney for Financial Matters; Medical Directive and Durable Power of Attorney for Health Care Decisions; HIPAA Release Authorization; Deed for Primary Residence, if necessary; Certification of Trust; and Instructions on How to Title Assets:

$5,300/individual……$5,800/couple

5. For counseling and preparation of additional Trusts (Revocable Trust to hold Inherited Assets, Irrevocable Life Insurance Trust, Irrevocable Gift Trust for Child or Grandchild) and Instructions on How to Title Assets*:

$2,300 per trust

6. For all other estate planning services (small amendments to current estate planning documents, additional deeds, transfer on death documents, review of business documents and assignments of business interests, etc.)*:

$395 an hour

Attorney Fees for Probate Services

1. Fees for legal services provided in a simple Small Estate Administration in the Probate Court (an estate without real property with a total value of less than $40,000.00)*:

$2,895

2. Fees for legal services provided in the administration of a full probate estate are dependent upon the probate assets. For estates with a total value of more than $40,000.00 but less than $200,000.00*:

$5,995

3. Fees for estates over $200,000.00 will be determined using the Missouri statutory fee schedule, as set out in the Missouri Probate Code as a guideline, attorney fees will typically be determined as follows*:

On the first $ 5,000, 5 percent;
On the next 20,000, 4 percent;
On the next 75,000, 3 percent;
On the next 300,000, 2 3/4 percent;
On the next 600,000, 2 1/2 percent;
On all over 1,000,000, 2 percent.

Attorney Fees for Non-Probate Trust and Estate Administration Services

Fees for legal services in assisting with nonprobate Trust and Estate Administration*:

$395 an hour

* In addition to the attorney fees set out above, all expenses are billed to the client at cost. These include, but are not limited to, recording fees, filing fees, court fees, bond fees, car title application fees and publication fees. All attorney fees are paid at time of engagement unless work is performed on an hourly basis. All fees are subject to change in the future.

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