Estate Planning Packages
Depending on the complexity of your situation one of our three Estate Planning Packages may be a good fit for you:
Basic International Estate Plan
$5,000 for a single person, $8,000 for a married couple
| Best choice for whom? | What is covered? | What is included? |
| Persons with no minor children. | Thorough analysis of your situation, with a special emphasis on international aspects.Analysis of goals and wishes, and the best ways of reaching them.Tax optimizationTwo meetings to discuss and refine the drafts.
Two rounds of revisions Unlimited questions for two months after the signing. |
Will(s) (no testamentary trust)Financial Power of AttorneyHealthcare Power of Attorney
Review and advice regarding titling of assets Review and advice regarding beneficiary designations on financial accounts Advice regarding immigration status Advice regarding the necessity of an additional, non-US will Your Estate Plan Summary Chart Information Worksheet for Family Members |
Average International Estate Plan
$8,000 for a single person, $ 12,000 for a married couple
| Best choice for whom? | What is covered? | What is included? |
| Persons with minor childrenBlended familiesOverseas assets | Thorough analysis of your situation, with special emphasis on international aspects.Analysis of your goals and wishes, and the best ways of reaching them.Tax optimization
Up to four meetings to discuss and refine the drafts Up to four rounds of revisions Unlimited follow-up questions for four months after signing. |
Will(s)Draft new revocable trust(s) or testamentary trust(s)Financial Power of Attorney
Healthcare Power of Attorney Review and advice regarding titling of assets Retitling of assets as needed Revocable Trust Funding Memorandum Review and advice regarding beneficiary designations on financial accounts Advice regarding immigration status Advice regarding the necessity of an additional, non-US will Your Estate Plan Summary Chart Information Worksheet for Family Members |
Complex International Estate Plan
$13,000-$14,000 for a single person, $18,000-$20,000 for a married couple
| Best choice for whom? | What is covered? | What is included? |
| Persons with ownership interests in businessesPersons with existing revocable trustsPersons with minor children
Persons with overseas assets Blended families |
Thorough analysis of your situation, with special emphasis on international aspects.Analysis of your goals and wishes, and the best ways of reaching them.Tax optimization
Up to six meetings Up to six rounds of revisions Unlimited follow-up questions for six months after signing. |
Will(s)Revise revocable trust(s)Financial Power of Attorney
Healthcare Power of Attorney Review and advice regarding titling of assets Revocable Trust Funding Memorandum Retitling of assets as needed Review and advice regarding beneficiary designations on US financial accounts Advice regarding immigration status Advice regarding the necessity of an additional, non-US will Your Estate Plan Summary Chart Information Worksheet for Family Members |
Custom quotes are available upon request.
We advise on:
- US federal laws (for example federal tax laws, or immigration and citizenship), including their application to international clients or foreign assets.
- The laws of the jurisdictions where we are licensed to practice law, currently Virginia, Maryland, the District of Columbia and Germany;
- The laws of the European Union;
- International conventions;
- Bilateral treaties entered into by the United States;
- Bilateral treaties entered into by Germany.
For questions related to the laws of other jurisdictions where we are not licensed we work with competent local attorneys.
If requested by clients, we coordinate our work with their accountants and/or asset managers.