Pricing & Services

Inclusive Flat Fees

In the old days, if you needed legal services you would go and visit your lawyer in his fancy office and pay for a “consultation”. Thereafter if legal services were required, you would pay the lawyer by the hour for any services performed and often these fees would become substantial without any indication the scope of fees or how the client objectives would be accomplished. Many lawyers are still clinging to that outdated business model for obvious reasons which include the “self serving” nature of this kind of arrangement. Many law firms and attorneys are also apprehensive be clear about legal fees for the simple reason that they have not figured out how to be efficient in providing legal services. At Circle of Trust Law, we believe that as a valued client, you should not be penalized because a lawyer cannot figure out how to provide services efficiently. As a consumer, you also need to know that legal services can be packaged and provided just like any other service and we strive to do this every day and for every client.

Packages

In the estate planning world, packages are important because they include essential documents that interrelate with one another to create a coherent and complete estate plan. The most recognizable of these documents, a will, is only a minor part of a complete estate plan and the documents included in our packages have been selected to coordinate with each other so that all aspects of your planning needs are addressed.

* Package Pricing May Vary Based Upon Unique Estate Circumstances. Pricing Shown is for SINGLE PERSONS. ADD $500.00 for COUPLES PLANNING.

  • Basic Will Plan

  • $995
  • Will
  • Durable POA
  • Advance Healthcare Docs
  • Living Trust Simple

  • $2,495
  • *Revocable Living Trust
  • Pour Over Will
  • Durable POA
  • Advanced Healthcare Docs
  • Living Trust Family

  • $3,495.00
  • Revocable Living Trust
  • Pour Over Will
  • Durable POA
  • Advance Healthcare Docs
  • *Guardianship
  • *Drug Abuse and
  • *Education Provisions
  • Living Trust Dynasty

  • $4,495.00
  • Revocable Living Trust
  • Pour Over Will
  • Advance Healthcare Docs
  • Guardianship
  • Drug Abuse and
  • Education Provisions
  • *Asset Protection
  • *Elder & MediCal Planning

 

Business Entity Packages

  • ESSENTIALS

  • $2,595
  • Filing Articles
  • Organizational Minutes
  • SH/Operating Agreement
    (Single or Simple)
  • Exhibits to Agreement
  • Tax ID
  • COMPREHENSIVE

  • $3,495
  • Filing Articles
  • Organizational Minutes
  • SH/Operating Agreement
    (2+Shareholders/Members)
  • Exhibits to Agreement
  • Tax ID
  • *Statement of Information
  • *Estate Planning Coordination
  • ENTERPRISE

  • $4,495.00
  • Filing Articles
  • Organizational Minutes
  • SH/Operating Agreement
    (2+Shareholders/Members)
  • Exhibits to Agreement
  • Tax ID
  • Statement of Information
  • Estate Planning Coordination
  • * Business Succession Planning

 

Documents

We do offer additional services on a “per document” basis with our same transparent “flat fee” policy.

  • Revocable Living Trust
  • Charitable Trust
  • Medicaid Trust
  • Income Only TrustDurable
  • Will
  • Healthcare Power of Attorney
  • LLC Operating Agreement
  • Personal Services Contract
  • Buy-Sell Agreement
  • Irrevocable Trust
  • IRA Trust
  • Veterans Trust
  • Power of Attorney
  • Living Will
  • Shareholder Agreement
  • Independent Contractor Agreement
  • Business Purchase Agreement
  • Testamentary Trust
  • Special Needs Trust
  • Asset Protection Trust
  • Special Power of Attorney
  • Business License Agreement
  • Real Estate Purchase Agreement

Other Services

  • Trust Administration
  • Probate Administration
  • Conservatorships
  • Medicaid / MediCal Qualification

Pricing and services depend in part upon your unique circumstances and may vary according to your unique estate planning needs. The uniqueness of your needs and plan with be addressed in your Complimentary Estate Planning Audit.

Free Estate
Planning Audit

Have Us Evaluate Your Existing Estate Plan Or Start Your New Plan Today.

Starting Your Customized Estate Plan is Easy

Just complete our estate planning questionnaire to learn the value of your estate and how to protect it through a customized estate plan.

Find Out Now!
Download Now!

Just click, print, complete (to the best of your ability) and e-mail to info@circleoftrustlaw.com or send by fax to our confidential e-fax 239-243-9029.

Circle of Trust Law

I would highly recommend Steven Gibbs and his staff for your Estate Planning and Asset Protection needs. They are available to ensure you are comfortable and confident in the decisions you make. The personalized service you receive from Steven and his staff is like no other I have experienced.

Circle of Trust Law

I am a client of Steve Gibbs. Originally a County Commissioner from Colorado, I had little knowledge of local laws. Not only did they prepare my trust but educated me relative to becoming a resident. It is with utmost admiration that I recommend this firm.

Circle of Trust Law

As a family man and business owner, I found that the team at Circle of Trust Law has handled my various legal planning needs with competence and compassion.

Circle of Trust Law

I am a busy physician in need of estate planning. Circle of Trust Law worked with my financial advisor to ascertain that my assets were properly placed in my Trust. Not only did they accomplish the task, but brought all documents to my home so they could be executed during my busy schedule.

Circle of Trust Law

My wife and I met the team of Circle of Trust Law at a Senior Expo. My wife has early stages of alzheimer’s and it was great that they had such compassion for a simple Will. They continue to think of us and called us relative to possible VA benefits. Thanks Linda and Gene.

Circle of Trust Law

As an investor, it is imperative that I have an attorney ready, willing and able to meet all my real estate needs. Circle of Trust Law is such an attorney. I use their services to hold all my properties in Land Trusts owned by LLC’s. It is great to use an attorney who understands my needs.