Estate Planning For Families: How We Work

 In Trusts & Estates

Catalyst Law Estate Planning Services

Fees for a comprehensive estate plan vary depending on client circumstances. For qualified clients, Catalyst offers flat fee rates ranging from $1,995 to $3,495, otherwise for non-qualifying clients with unique circumstances or custom drafting needs, hourly rates apply. If you hire Catalyst for your estate planning needs, you could expect the following:

  • Initial Consultation: We review of ownership (form of title), asset values, beneficiary designations, former trusts and/or wills (and sometimes planning documents from others in your family), marital agreements, and information about intended beneficiaries;
  • Drafts Meeting: We review draft documents and answer your outstanding questions;
  • Signing Conference: You execute your documents in front of a notary and two witnesses, and take home a complete set of documents.
  • Trust Funding: If you formed a revocable trust, it is necessary to ensure your assets are titled in the name of the trust. Catalyst provides trust funding services at paralegal rates. As part of a flat fee plan, Catalyst provides one deed (change title) and up to two beneficiary designations, as needed, as well as instructions on how to re-title any other assets.
  • Complimentary Consultation: We meet with clients every two years after signing conference to review.

As your family grows and changes generally, you should review and perhaps update your estate plan in the following circumstances:

  • There has been a change in your marital status or that of your children or grandchildren.
  • You have welcomed a new child to your family through birth, adoption, or marriage.
  • Your spouse or a family member has died, become ill, or is incapacitated.
  • You have moved to a different state.
  • There has been a substantial change in the value or character of your assets.
  • You are starting or selling a business.
  • You have received a sizable inheritance or gift.
  • You wish to make a sizable gift to an individual or charity.
  • You are considering purchasing a life insurance policy.
  • You become aware of changes in the law that will affect your plan.
  • Your estate planning documents are lost or destroyed.
  • Three to five years have passed since the last time you reviewed your estate plan

As your family grows and changes generally, you should review and perhaps update your estate plan every two years.

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