The Law Office of Kelly T. Braun, PLLC | Wills, Trusts, Powers of Attorneys

Services Offered

Details and Cost - Estate Plans

One size may fit most, but it does not fit all, so the cost of an estate plan depends on a number of factors (maritial status, family size, family dynamic, asset distribution, business interests, guardian appointment for minor, complexity of the plan, etc.), which are discussed during an initial (complimentary) consultation.  Estate plans are charged as a flat fee. Generally, the range for an individual estate plan ranges from $875 - $2500+; for a couple the range is $1175 - $3750+. 

Remember that the fee you are quoted includes more than just the documents.  You also get a nice person to work with that listens to you and takes her time to make sure that you understand what all this paper means for you and your family!

 

The fee covers (2-3) meetings (via Zoom and/or in-person), time to answer your questions and obtain information about your needs and concerns, the materials to create your plan, drafting of your plan, the witnesses and notary public for your documents, as well recommendation for your assets - trust funding and/or beneficiary designations, handling real estate, etc.  Typical Estate Plans include one or more of the following documents:  

  • Will   

  • Revocable Living Trust

  • Certificate of Trust

  • General Assignment of Property 

  • General (Financial) Power of Attorney

  • Healthcare Power of Attorney with "living will" provisions

  • HIPAA Authorization

  • Tangible Property (Distribution) List

  • Guardian Appointment

  • Letter of Instruction for Guardians

  • (Ladybird) Deed

  • Property Transfer Affidavit

  • Memorial Guide

  • Funeral Representative Designation

  • Personal Information and Digital Asset Form

 

It takes approximately 2 to 5 weeks from the time you retain The Law Office of Kelly T. Braun, PLLC to receive your complete an estate plan. The initial meeting and follow-up meetings are held via Zoom or conference call. Your final signing meeting is an in-person in Rochester.  Meetings are conducted between 9-5 p.m. EST Monday-Friday, however, accommodations may be made for those needing "after-hours" meeting times or for alternate meeting locations.

 

Convenience is a motivator, so The Law Office of Kelly T. Braun, PLLC will work with you as much as possible to make this planning work for you. 

Details and Cost - Probate & Estate Administration

Probate, alternatives to probate, and trust estate administration can be determined after a consultation reviewing the situation, the decedent, what documents are in effect (Will, Trust, ladybird Deed, etc.), the assets that they owned, the value of those assets, etc. Generally, probate and estate administration are billed on an hourly basis, with total costs for Probate can range from $1,000 - $5,000+. Previous clients of The Law Office of Kelly T. Braun, PLLC receive a complimentary consultation to determine what type of estate administration is necessary.    

The Probate process can take anywhere from 5 months to 1+ years to complete.  Contact The Law Office of Kelly T. Braun, PLLC to discuss your situation and determine what your specific situation may require. 

Details and Cost - Contracts, Deed Preparation

Contract review and/or drafting is generally charged on an hour basis.  The price for deed preparation ranges from $225-$325+.  Contact The Law Office of Kelly T. Braun, PLLC to discuss your needs and determine the potential costs.    

The Process - Estate Plans (Wills, Trusts, Powers of Attorneys)