The Estate Planning Documents You Need From An Attorney Who Cares.
As an estate planning attorney, I believe that everyone should have access to quality estate planning documents prepared with expertise. That's why I offer the estate planning documents you need with flat fees, personalized attention and service, and no full-package requirements.
THE ESTATE PLANNING DOCUMENTS YOU NEED FROM AN ATTORNEY WHO CARES.
As an estate planning attorney, I believe that everyone should have access to quality estate planning documents prepared with expertise. That's why I offer the estate planning documents you need with flat fees, personalized attention and service, and no full-package requirements.
IN-HOME SIGNING OFFERED - QUICK TURNAROUND
WILLS - TRUSTS - POWERS OF ATTORNEY - HEALTHCARE DIRECTIVES
Services And Pricing
Will
Flat Fee: $700
A will is a written instrument that takes effect when you die. It controls who gets your property (“beneficiaries”), who will be the guardian of your children, and who will administer your estate (“personal representative” or “executor”). If you do not have a will, your home state has a default plan in place for you. By creating a will, you are opting out of your state’s default plan.
Revocable Trust
Flat Fee: $900
A revocable living trust is a theoretical box that you own and control. It allows you to store all of your assets into one organized box and continue living your life exactly as you had before. It is on standby waiting until you become incapacitated or pass away. When you become incapacitated, it allows your trustee to manage your affairs without interference from the court or government. When you die, it allows your trustee to wrap up your affair without going through probate. While trusts are typically more expensive to set up, the savings on legal fees during disability and death make it a significantly cost-effective plan. A revocable living trust is a legal document where you appoint an individual to manage your money and property should you become incapacitated, and then distribute same to your family at your death. It is usually preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid. While you are alive and of sound mind, you will be in control of your trust. It comes as a surprise to many of our clients that wills do not avoid probate court. Wills actually guarantee probate court. The revocable living trust does not need special tax treatment so long as the creator of the trust is the controller (or “trustee”). Any income generated by assets held in the trust are reported on the trustee’s 1040 tax form. A revocable living trust is “revocable,” in that you can change the trust and take funds out. In most instances, you serve as the controller (or “trustee”) of the trust. If designed and funded correctly, a revocable living trust will completely replace your will and escape probate. Most attorneys will set up your trust, but never go the extra step in helping you fund it. If you never fund your trust, it will not work as intended. We have reviewed countless trusts created by highbrow attorneys that were never funded. Unlike most law firms, we will guide you through the funding process. We want your plan to work as intended. That is the whole reason why you are taking your time and resources to set this up in the first place! If moving real estate into the trust, it is important to tell your lawyer whether or not the property is encumbered by a mortgage. Moving a mortgage-encumbered property into a trust might trigger the due-on-sale clause, but an experienced trusts and estates attorney can navigate and avoid this issue for you.
Healthcare Directives
Flat Fee: $250
Appoint a healthcare representative to make healthcare decisions for you in the event you become incapacitated. Without a healthcare power of attorney, your medical decisions might be made by a court or by a court-appointed guardian. Additionally, relatives may fight over your care. Your healthcare power of attorney will be combined with a living will. A living will is a directive to healthcare providers regarding your care, especially at end-of-life. This includes decisions regarding life support, pain management, palliative care, organ donation, experimental treatment, religious strictures on treatments, and other aspects of your healthcare. Without a living will, the decision makers might have to guess your wishes.
Financial Power Of Attorney
Flat Fee: $350
Appoint family, friends, or professionals as your agent to manage money, bills, and assets when you cannot handle your financial responsibilities yourself. Your agent (or “attorney-in-fact”) will have the power to pay bills, manage finances, pursue legal claims, and conduct business transactions on your behalf. You can make a power of attorney as broad or as narrow as you wish. This document can be especially essential in both tax and Medicaid planning. If your capacity becomes impaired, your savings may have to be spent needlessly on long term care unless you have a high-quality power of attorney that contains special terms. Off the shelf form powers of attorney often do not have terms required by law when a power of attorney is to be used for tax or Medicaid planning.
The Full Package
Flat Fee: $2,000
A Will, Revocable Trust, Healthcare Directives, and a Power of Attorney.
Other Documents
Ask about codicils to Wills, amendments to trusts, or assistance removing or adding Trustees.
Expedited preparation is available for an additional fee.
In-home signing is $150 anywhere in New Jersey. I'll notarize, walk you through the execution process, and ensure that the documents are signed properly.
I charge flat fees. There are no hidden charges or hourly billing.
Ready to take the next step?
I offer free 15-minute consultations by phone or Zoom. Fill out the form below and I will respond to your inquiry within 12 hours, or sooner in the event of an emergency.
About
The Attorney
Hi, I’m Aviva Bree. I earned my law degree from Cardozo School of Law in New York City and began my legal career in estate planning, working with a wide range of clients and family situations. I chose this field because planning for the future shouldn’t be confusing or intimidating.
I started my firm to make essential estate planning simple, accessible, and truly supportive.
I help clients put a complete, practical plan in place through flat-fee Wills, Revocable Trusts,
Healthcare Directives, and Financial and Medical Powers of Attorney, which are the core documents every adult should have. My focus is on clarity, comfort, and giving clients the confidence of knowing their wishes will be honored and their families protected.
I take the time to explain every step, answer questions, and make sure you fully understand your options. And to keep the process as stress-free and convenient as possible, I offer in-home meetings and full in-home signing servicesthroughout New Jersey.
My goal is to give every client a plan they feel good about, without unnecessary complexity, confusion, or pressure.
