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.