Insurance Trusts, Family Limited Partnerships, Private Charities, Children's Trust, CRT, FLP

Every day here at Estate Plan Center we run across many situations that are more complex and may require additional documents (i.e. irrevocable insurance trusts, family limited partnerships, charitable trusts, children trusts, etc.) to create a complete estate plan.

Just as with our Living Trust, Estate Plan Center charges a certain fee for advanced estate planning services:

Revocable Living Trust:	$820.00
Irrevocable Life Insurance Trust:	$995.00
Children's Trust:	$995.00
Corporate Documents:	$750.00
Family Limited Partnerships:	$1,500.00
Charitable Trusts:	$1,500.00
Private foundations:	$1,500.00

In order for our clients to obtain the advanced estate planning tools we require all to establish their Living Trust with Estate Plan Center and Legacy to ensure compliance and consistency within all documents. Once your Trust is complete, one of our qualified attorneys may recommend additional estate planning tools for strategic planning.

The following matrix is provided so that you will have an idea of when specific documents in addition to the Living Trust may be required to construct the best possible estate plan.

Prerequisite: The Irrevocable Insurance Trusts, Family Limited Partnerships and Private Charities and Foundations will only be provided if you currently have a living trust produced by Estate Plan Center and Legacy.

Deciding which estate planing document to use:

	Revocable Living Trust	Irrevocable Ins. Trust	Family Limited Partnerships (1-4)*	CRT	Private Foundations
Size of Estate
$0-$1.3 mill	X
$1.3- $2.5 mill	X	X	X
>$2.5 mill	X	X	X	X
Other Parameters
Large death benefits		X
high risk portfolio			X
high risk profession			X
Desire to avoid large capital gains taxes				X
Net worth > than desired to give to heirs					X
Cost	$520.00	$995.00	$1500.00 each	$1500.00	$1500.00

*4 FLP may be required as follows: FLP1 Use Assets; FLP2 - Passive investments (i.e., stocks, bonds, CD. etc); FLP3 - Risky investments (i.e., real estate); and FLP4 - Business/Corp. documents.

Note: Fees quoted for all estate planning documents (other than the Living Trust) are minimums. Until the attorney reviews the actual data it is extremely difficult to provide an accurate fee quote. However, these fees are the average that we have experienced to date.

EstatePlanCenter.com
531 Reddington Drive | Redding CA 96003
1-800-852-5974 (toll-free)
530-221-7911 (phone) | 530-221-7917 (fax)
questions@estateplancenter.com (email)

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