Estate Planning Pricing Packages

Cohen & Winters is pleased to offer the following estate planning package pricing.

These packages will cover the needs of the majority of court clients. However, to be upfront this package pricing does not include  special types of trust that may be considered to reduce estate taxes, plan for Medicaid, or shield assets. We can discuss these kinds of things with you, but the pricing will vary. Regardless, the first consultation is still at no obligation, and we can discuss a budget at that time.

The other thing to note is that for trusts, this pricing does not include any necessary work to put assets into the trust, including real estate or business interests. We typically charge $150 per property to prepare and record deeds into the trust. For most financial assets, such as bank accounts and brokerage accounts, clients are able handle transferring the accounts into the trust on their own but we can assist as necessary.

As always, there are two easy ways to contact us to set up the first meeting:

  1. Call our office at (603) 932-6544 during business hours (or leave a message after hours). Our intake specialist will happily get your basic information and set up the first meeting.

OR

  1. Fill out this form on our website. Our intake specialist will contact you within one business day, either by phone or email, to set up the meeting.

It’s pain-free, and will put you in the right direction for crossing off what might l be the most important to-do item on your list!