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Custom Will Package or Custom Trust Package? What’s Right for Your Family
For many Seattle families, the starting point is deciding whether a will-based or trust-based plan makes more sense. Both approaches protect your family and document your wishes, but they differ in how assets transfer after you pass and whether probate court is required.
A will-based plan may be appropriate for families with relatively straightforward assets and estate planning needs. Families with significant assets, multiple beneficiaries, complex family relationships, or specific instructions for managing assets for children may benefit more from a trust-based plan. A properly funded trust-based estate plan can offer smoother asset transfer and help avoid probate for assets held in the trust. It can also provide greater privacy and clearer instructions for both incapacity and end-of-life planning, especially when real estate is involved.
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Custom Will Package
Custom Trust Package
Best for
Families with relatively straightforward assets and estate planning needs
Families with significant assets, multiple beneficiaries, complex family relationships, or specific instructions for managing assets for children
What’s included
Last Will and Testament (with a minor’s trust if needed), Living Will, Medical Power of Attorney, Financial Power of Attorney
Revocable Living Trust, Pour-Over Will, Financial Power of Attorney, Medical Power of Attorney, Living Will, Quitclaim Deed for one property, and associated ancillary documents
Starting price, individual
$3,000
$4,000
Starting price, couple
$3,500
$5,000
Optional enhancements
Spousal trusts, special needs trusts, or lifetime beneficiary trusts for more complex situations
Tailored trust provisions such as spousal trusts, credit shelter trusts, disclaimer trusts, special needs trusts, or lifetime beneficiary trusts based on your family’s needs
Powers of attorney and advance directives are included in every package. The package prices cover the services described above. Additional fees may apply for services or planning needs outside the standard package, such as additional properties, business interests, or more complex estate planning needs.
Still not sure which package fits your family?