Services & Fees

Prices are subject to change.

My Life & Wishes®:

The Legacy Vault™ powered by My Life & Wishes®: $495 for a lifetime plan. (The suggested retail price is $599.)

Concierge Service: We scan your documents for upload to The Legacy Vault™: $250 (home service allows up to 90 minutes).

LDA Services with Flat Fees:

Power of Attorney Package (contained in a Lockhart estate planning binder)

$650 and includes the following documents with notarizations and witnesses:

Durable Power of Attorney 

Healthcare Power of Attorney 

Advanced Health Care Directive

HIPAA Release

Complete Living Trust Package (contained in a Lockhart estate planning binder)

$1,299 for Individuals

$1,799 for Couples

Your Living Trust Package will include:

Revocable Living Trust (includes notarization)

Certificate of Trust (includes notarization)

Pour Over Will (two for couples, includes witnesses)

Durable Power of Attorney (two for couples, includes notarizations)

Advance Health Care Directive (two for couples, includes notarizations)

Trust Transfer Deed for One Property (includes notarization, but filing fees, messenger fees and additional deeds are extra)

LDA Individual Documents and Fees:

Living Trust or Restatement of Trust: $1,049 (includes notarization)

Amendment to a Trust prepared by us: $399 (includes notarization)

Amendment to a Trust prepared by others: $749 (includes notarization)

Will: $749 (includes witnesses)

Codicil to a Will prepared by us: $349 (includes witnesses)

Codicil to a Will prepared by others: $499 (includes witnesses)

Durable Power of Attorney: $299 (includes notarization)

Advance Health Care Directive: $299 (includes notarization)

Trust Transfer Deed: $299 (includes notarization, but filing fees, messenger fees and additional deeds are extra)

Trust Transfer Deed with E-Recording: $329 (with E-Recording where registered. Includes notarization, but filing fees and messenger fees are extra)

Deed Preparation: $299 (includes notarization, but filing fees and messenger fees are extra)

Deed Preparation with E-Recording: $329 (with E-Recording where registered. Includes notarization, but filing fees and messenger fees are extra)

LDA Services with Billable Hours @ $175/hour (2-hour minimum):

Simple Probate (billed every two weeks)

Trust Administration (billed every two weeks)

For additional services not listed, our hourly rate is $175/hour with 2-hour minimum. The customer and LDA will come to an agreement before starting the project.

Certified Notary Trust Delivery Agent Services:

Mobile Notary Service to Client's home or Attorney's office: $250/package. (Parking fees must be paid if the signing is at the Attorney’s office. Overnight courier must be paid if signing is at Client’s home and certain documents need to be returned. The charge is the same for an individual trust or a married trust.)

Witness Services for Wills or Document Packets:

Mobile Witness Service to Client's home or Attorney's office: $100/witness (Two witnesses are required for each will. The charge is the same for one person signing a will or a married couple each signing their own will.) We can provide witnesses for your important documents if there are also notarizations within the document packet.