Estate Planning Packages

Depending on the complexity of your situation you can choose one of our three Estate Planning Packages:

Simple International Estate Plan 

$2000 for a single person, $3000 for a married couple

Best choice for whom? What is covered? What is included?
Persons with no minor children.

Assets in several countries.

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 optimization

Two rounds of revisions

Unlimited questions for two months after the signing.

Will(s) (no testamentary trust) that cover(s) the US assets

Advice regarding the disposition of foreign assets

Financial Power of Attorney

Healthcare Power of Attorney

Review and advice regarding titling of assets

Review and advice regarding beneficiary designations on financial accounts

Advice regarding immigration status

 

Average International Estate Plan

$5000 for a single person, $10,000 for a married couple

Best choice for whom? What is covered? What is included?
Persons with minor children

Blended families

Assets in several countries

 

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

Up to four rounds of revisions

Unlimited follow-up questions for four months after signing.

Will(s) that cover(s) the US assets

Advice regarding the disposition of foreign assets

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

Review and advice regarding beneficiary designations on financial accounts

Advice regarding immigration status

 

Complex International Estate Plan

$8000-$10,000 for a single person, $13,000-$15,000 for a married couple

Best choice for whom? What is covered? What is included?
Persons with ownership interests in businesses

Persons with existing revocable trusts

Persons with minor children

Blended families

Assets in several countries

 

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) that cover(s) the US assets

Advice regarding the disposition of foreign assets

Revise revocable trust(s)

Financial Power of Attorney

Healthcare Power of Attorney

Review and advice regarding titling of assets

Retitling of assets as needed

Review and advice regarding beneficiary designations on financial accounts

Advice regarding immigration status

Custom quotes are available.