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Trust-Based Estate Plan: $999

 

This includes:

  • Revocable Trust (joint trust for married couple).

  • Certification of Trust.

  • General Transfer.

  • Power(s) of Attorney:

    • Finances.

    • Advance Health Care Directive(s)/Power of Attorney for Health Care.

    • HIPAA Release(s).

    • Pour Over Will(s).

    • Property Agreement (for married couples in Community Property states only).

Note:

  • This is also the price for the restatement of an existing Trust-Based Estate Plan that was not completed by Stonebrook Financial Services.

  • The pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.

    • For married couples wanting individual trusts for each spouse, you must purchase two plans.

 

Will-Based Estate Plan: $599

 

This includes:

  • Will(s).

  • Power(s) of Attorney:

    • Finances.

    • Advance Health Care Directive(s)/Power of Attorney for Health Care.

    • HIPAA Release(s).

Note: For a married couple, these Will-Based Estate Plan documents are provided for each spouse.

 

Powers Package: $199

 

This includes for one person:

  • Power of Attorney:

    • Finances.

    • Advance Health Care Directive(s)/Power of Attorney for Health Care.

    • HIPAA Release.

This is commonly used for children going away to college.

 

Note: The above fee is per person (married couple pays $250).

 

Business Assignments: $159 (per business assignment)

 

This assigns a business interest to a trust for probate avoidance purposes.

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Visual Estate Plan Summary: $79

 

A visual estate plan summary (VEPS) visualizes all of the beneficiaries, successor trustees, and guardians listed in an estate plan.

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Estate Plan Summary: $239 (for existing Estate Plans not completed by Stonebrook)

 

An Estate Plan Summary is a summary packet for existing plans completed outside of Stonebrook Financial Services.

 

With an Estate Plan Summary, you will receive:

  • A VEPS to clarify and outline your previous decisions.

  • A Plan Summary, which is a list of questions and considerations that'll help you confirm whether your former wishes and decisions are still correct.

         ***10 business day turnaround***

 

Rush Fees: $159 to $329

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  • Next-day delivery on a plan if completed by 5:00pm ET: $329

  • Guaranteed 3-business day delivery: $159

 

Change Fee: $199

 

We allow one round of revisions after completing the initial set of documents.

 

You have up to 90 days to request revisions of these documents. Any required revisions need to be submitted at the same time (we won't accept any revision requests after the first submission).

 

If you need additional revisions to your estate plans after edits have been made, then there is a $199 charge for each additional revision request.

 

Plan Amendments (Updates): $199

 

Plan amendments are only available to clients whose executed documents are from Stonebrook Financial Services.

 

This $199 price is for each "round" of changes. For example, if there are changes to the trustee, beneficiaries, and health care agents made at one time, that is a single $199 fee.

 

We won't be able to make any amendments if the estate plan was completed by any other source (e.g., estate attorney, another estate planning software), and we'll require a Restatement of the existing plan (i.e., we'll need to redo the whole plan).

 

Property Deeds Filed: Varies

 

All prices below include all County Recorder fees and costs for Stonebrook. Plans to pull the last recorded deed, prepare the deed, and prepare all state- and county-specific documents:

  • $250: All States excluding those listed below.

  • $300: Ohio, Oregon, South Carolina and Illinois. For Cook County, Illinois, we will be preparing transfer on death deeds only.

  • $350: Nevada and Wisconsin

  • $400: Maryland, New Jersey, and Pennsylvania

  • $500: Connecticut and Delaware

  • $550: New York and Washington (state). For certain areas of New York (5 New York City Boroughs, Nassau, and Suffolk), we will be preparing transfer on death deeds only. For Westchester County, we cannot prepare any deeds.

  • For Alabama, the price varies based on the value of the property minus any mortgages on the property.

    • Stonebrook charges the recording fee + $175 to prepare and record deeds in Alabama. ex. $250+$175= $425

  • Virginia, we cannot pull deed records online; we will need to receive the recorded deed. This can be uploaded to the client vault when submitting the plan or emailed to us afterward.

  • This service is unavailable in:

    • District of Columbia, Hawaii, Louisiana, Massachusetts, and North Carolina.

    • Certain counties in Ohio: Allen, Brown, Delaware, or Richland.

     

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