How you organize your asset distribution and inheritance is a process that's uniquely yours. After all, we each own different types of property and have varying ways that we want it distributed among our loved ones after our passing.
This is why Tacoma Wills and Trusts offers a series of estate planning packages for those in the Tacoma, WA, area.
Estate Planning Packages
Will Plan
Single Individual - $2,000
Married Couple - $3,000
Trusts for children & grandchildren included. Additional testamentary trusts $500 each.
A complete, will-based estate plan that directs how your assets are distributed and appoints the people who will carry out your wishes and care for your loved ones.
What's Included:
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement (married couples)
- Personal Property List
- WA estate tax analysis & planning
- Written post-signing instructions
- Attorney document review meeting
Trust Plan
Single Individual - $3,500
Married Couple - $5,500
County recording fee is not included.
A revocable living trust-based plan that helps your loved ones avoid probate, keeps your affairs private, and includes everything in the Will Plan.
What's Included:
- Pour-Over Will
- Revocable Living Trust
- Certificate of Trust
- Assignment of Personal Property
- Deeds — up to 2 properties
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement (married couples)
- Personal Property List
- WA estate tax analysis & planning
- Written post-signing instructions
- Attorney document review meeting
Trust Plan Plus
Single Individual - $4,500
Married Couple - $6,500
County recording fee is not included.
Our most comprehensive plan. Everything in the Trust Plan, plus hands-on help funding your trust and a full year of free amendments as life changes.
What's Included:
- Pour-Over Will
- Revocable Living Trust
- Certificate of Trust
- Assignment of Personal Property
- Deeds — up to 2 properties
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement (married couples)
- Personal Property List
- WA estate tax analysis & planning
- Written post-signing instructions
- Attorney document review meeting
- Post-signing funding meeting
- Free amendments for 12 months
Additional Services
Additional Recorded Deed
$500 + recording fees
For each recorded deed beyond the two already included with the Trust Plans.
Additional Testamentary Trust
$500 each
Add a testamentary trust to your Will Plan beyond those already included.
Trust Amendment
Quoted by complexity
Updates to an existing trust, priced based on the complexity of the changes.
Not sure which plan is right for you?
Schedule a free consultation and we'll review your situation together and recommend the best plan for your needs.