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Revocable Trust Package Pricing

Pricing for Revocable Trust Packages

I am pleased to offer a variety of packages to meet your individual needs.

Ready to start your Estate Plan today? Click here for the Intake form

Bronze Package

  • Meeting via Zoom to discuss your needs
  • Draft of documents provided for your review in print or via Adobe
  • Secure Client Portal
  • Final document signing at your home (travel range is up to 100 miles from zip code 49319)
  • Revocable Trust Agreement - includes up to 2 future amendment
  • Acceptance of Trust for Successor Trustee
  • Certificate of Trust - includes up to 2 future provided when you need it updated
  • One Trust Transfer Deed - includes E-Filing* with the Register of Deeds and Property Transfer Affidavit
  • Trust Funding Instructions
  • Pour Over Last Will and Testament
  • Handwritten Disposition of Tangible Personal Property
  • Designation of Funeral Representative
  • Power of Attorney for Finance
  • Power of Attorney for Medical
  • HIPAA Release
  • Blank DNR Form
  • Complimentary review of Michigan's Unclaimed Property website to see if you have any escheated funds. If any are found - assistance with state documents to recover your money.
  • Documents are bound in an Estate Planning three-ring binder

Fix Fee for Married Couple is $3,500 (Revocable Trust Agreement is a Joint Revocable Trust Agreement and the rest of the documents are for each person and are customized for each person)

Fix Fee for Single Person is $2,500

Silver Package

  • Meeting via Zoom to discuss your needs
  • Draft of documents provided for your review in print or via Adobe
  • Secure Client Portal
  • Final document signing at your home (travel range is up to 100 miles from zip code 49319)
  • Revocable Trust Agreement - includes up to 4 future amendments
  • Acceptance of Trust for Successor Trustee
  • Certificate of Trust - includes up to 4 future provided when you need it updated
  • One Trust Transfer Deed - includes E-Filing* with the Register of Deeds and Property Transfer Affidavit
  • Trust Funding Instructions
  • Pour Over Last Will and Testament
  • Handwritten Disposition of Tangible Personal Property
  • Designation of Funeral Representative
  • Power of Attorney for Finance
  • Power of Attorney for Medical
  • HIPAA Release
  • Blank DNR Form
  • Complimentary review of Michigan's Unclaimed Property website to see if you have any escheated funds. If any are found - assistance with state documents to recover your money.
  • Documents are bound in an Estate Planning three-ring binder

Fix Fee for Married Couple is $4,500 (Revocable Trust Agreement is a Joint Revocable Trust Agreement and the rest of the documents are for each person and are customized for each person)

Fix Fee for Single Person is $3,500

Gold Package

  • Meeting via Zoom to discuss your needs
  • Draft of documents provided for your review in print or via Adobe
  • Secure Client Portal
  • Final document signing at your home (travel range is up to 100 miles from zip code 49319)
  • Revocable Trust Agreement - includes up to 5 future amendments
  • Acceptance of Trust for Successor Trustee
  • Certificate of Trust - includes up to 5 future provided when you need it updated
  • One Trust Transfer Deed - includes E-Filing* with the Register of Deeds and Property Transfer Affidavit
  • Trust Funding Instructions
  • Pour Over Last Will and Testament
  • Handwritten Disposition of Tangible Personal Property
  • Designation of Funeral Representative
  • Power of Attorney for Finance
  • Power of Attorney for Medical
  • HIPAA Release
  • Blank DNR Form
  • Complimentary review of Michigan's Unclaimed Property website to see if you have any escheated funds. If any are found - assistance with state documents to recover your money.
  • Documents are bound in an Estate Planning three-ring binder

Fix Fee for Married Couple is $5,000 (Revocable Trust Agreement is a Joint Revocable Trust Agreement and the rest of the documents are for each person and are customized for each person)

Fix Fee for Single Person is $4,000

Platinum Package

  • Meeting via Zoom to discuss your needs
  • Draft of documents provided for your review in print or via Adobe
  • Secure Client Portal
  • Final document signing at your home (travel range is up to 100 miles from zip code 49319)
  • Revocable Trust Agreement - includes up to 6 future amendments
  • Acceptance of Trust for Successor Trustee
  • Certificate of Trust - includes up to 6 future provided when you need it updated
  • One Trust Transfer Deed - includes E-Filing* with the Register of Deeds and Property Transfer Affidavit
  • Trust Funding Instructions
  • Pour Over Last Will and Testament
  • Handwritten Disposition of Tangible Personal Property
  • Designation of Funeral Representative
  • Power of Attorney for Finance
  • Power of Attorney for Medical
  • HIPAA Release
  • Blank DNR Form
  • Complimentary review of Michigan's Unclaimed Property website to see if you have any escheated funds. If any are found - assistance with state documents to recover your money.
  • Documents are bound in an Estate Planning three-ring binder

Fix Fee for Married Couple is $5,500 (Revocable Trust Agreement is a Joint Revocable Trust Agreement and the rest of the documents are for each person and are customized for each person)

Fix Fee for Single Person is $4,500

If you did not find what you were looking for ~ see my à la carte menu

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Attorney reserves the right to limit travel to certain destinations.

One Trust Transfer Deed is included in each Package - additional Trust Transfer Deeds are $300 each

Assets must be under $5 million for this pricing. If your assets are over $5 million - please call for pricing

Client must be competent to sign any legal document

*Only if the county permits E-Filing, otherwise it will be recorded by mail.

Pricing valid to December 31, 2022

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Ready to start your Estate Plan today? Click here for the Intake form

Contact my office at 616-326-1970 or click here to schedule an appointment

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I listen closely to your needs, concerns, and goals giving you the personal attention that you deserve along with sound legal guidance tailored to meet your needs.

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The Law Office of Cery Kennedy is committed to answering your questions about Family Law, Probate, Estate Planning, Medicaid Planning, and Real Estate law issues.

I will gladly discuss your case with you at your convenience. Contact me today to schedule an appointment.