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.
Very Simple Will
$700
$1,000
Very simple will with limited options. Specific gifts of real property and intangibles not available, and beneficiary must be spouse or children by right of representation. Does not include additional documents. Client will meet with Legal Assistant or Paralegal and will not receive legal advice.
What's Included:
- A Simple Will
- Guardian appointment for minor children (if applicable)
Will Package
$1,500*
$2,000*
*Will with Testamentary Trust, add $300.
A popular option because it's fast, easy and inexpensive. After your passing, a Will distributes your estate according to your wishes through a filing of a Probate.
What's Included:
- A Simple Will
- Two Durable Power of Attorneys (Healthcare and Financial)
- Health Care Directive
- Community Property Agreement
- HIPAA Release
Revocable Living Trust (Under $3M)
$3,000
$4,000
A Revocable Living Trust allows your beneficiaries to receive your estate without the need of filing probate. This is appealing to many because it avoids the hassle and expense of filing and administering a Probate.
What's Included:
- A Revocable Living Trust
- Certification of Trust
- A Pour Over Will
- Two Durable Power of Attorneys (Healthcare and Financial)
- Asset Transfer Documents
- Health Care Directive
- General Assignment of Interest
- Community Property Agreement
- Real Estate Documents
- Bill of Transfer and Notice of Assignment
Revocable Living Trust (Over $3M)
$4,000
$5,000
For estates with tax considerations. We do not serve clients with over 10 million in assets, but will happily give you a referral.
What's Included:
- Everything in the standard Revocable Living Trust package
- Estate tax planning considerations
- Advanced asset protection strategies
Supplemental Needs Trust
$1,700
$2,200 (Both First and Third Party)
A Supplemental Needs Trust may be created for a beneficiary with a qualifying disability as defined by the Social Security Administration. A First Party SNT is created for oneself and a Third Party is created for another individual.
What's Included:
- First Party OR Third Party SNT
- Trust administration guidance
- Coordination with government benefits
Additional Services
Single Durable Power of Attorney (DPOA) Document
$550
A Power of Attorney helps make sure you have a reliable team ready to step in if you are ever unable to care for yourself. We can create either a financial or healthcare Power of Attorney based on your needs.
Learn More →Single Health Care Directive Document
$550
A Healthcare Directive, also known as a Washington Advance Directive, protects your rights to refuse or request future medical treatments.
Learn More →Power of Attorney Package
Individual - $700 | Couple - $1,250
Includes two Durable Power of Attorneys (Healthcare and Financial), Health Care Directive, and HIPAA Release.
Learn More →Small Estate Affidavit
$1,500
If the estate subject to probate does not exceed $100,000, a Small Estate Affidavit may be available as a quick and straightforward way to claim the estate.
Learn More →Irrevocable Trusts & Medicaid Asset Protection
Pricing Varies
An Irrevocable Trust can assist in Medicaid eligibility or shelter assets from future creditors. Contact us to discuss your specific needs.
Learn More →Not Sure Which Package is Right for You?
Contact us for a consultation. We'll help you understand your options and recommend the best solution for your unique situation.