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Cost of Complete Trust Package

Your complete Family Trust package prepared by Peters Patchin & Monaghan will cost just $2,195 for an unmarried person or $2,595 for a married couple. It will include all of the following:

  1. Family Trust Agreement
  2. Last Will and Testaments
  3. Living Wills informing your family and physician of the medical care that you want in the event that you are in a coma
  4. Durable General Powers of Attorney for both medical issues and financial matters
  5. Warranty Deed to move your home and other real estate into the trust
  6. Affidavit Regarding Residence of Trust to retain your homeowner’s property tax exemption for your home
  7. Certification of Trust

As you survey the options available, it is very important to make sure that any trust package you consider includes all of the foregoing documents. The absence of any of them will be a major shortcoming of such an Estate Plan.

The only additional expenses that sometimes apply with our packages are:

  1. If you own real estate in another state, we will arrange for a deed moving that property into your new Family Trust to be prepared and recorded. The additional cost to take care of that will be $495 for each out-of-state deed that is required ($695 for Washington deeds).
  2. If you own more than three pieces of real estate in Idaho, there will be a surcharge of $150 for each additional piece of real estate to cover the additional cost of the deed preparation and recordation for the multiple properties.

At Peters Patchin & Monaghan, we put our nearly half century of experience to work for you to create your custom Estate Plan package. Partners Daniel Patchin and Ben Monaghan work closely with each other and with senior partner, Barry Peters (retired), to craft the best possible Will or Trust, and related documents, to meet all of your needs in the most efficient and affordable manner possible. You’ve worked hard to provide for your loved ones. We help you map out the best plan to do so.

Need More Info? Give Us a Call

If you would like our help to set up your Family Trust, please give us a call at 208-939-2600 to schedule your free initial consultation. Or you can schedule your expedited appointment at your convenience on our Home Page by clicking on either of the yellow “Schedule Now” boxes on our Home Page.

Client Reviews

Daniel made the entire process simple and easy to understand. He took our questions and made sure we understood all the legal aspects and responsibilities seamless.

Neal V.

We want to thank Matt, he was very helpful in answering our questions and walking us through the process of setting up our Family Trust.

Charlotte G.

Marcus West was so helpful in setting up our trust. We had several questions and a lot of properties to manage. He was professional & has a great personality.

Pamela B.

Ben, you were very thorough in your explanations, answered all of our questions & we would be happy to put our names to referrals for you.

Darrell C.

Hello, Ben. Thank you for your assistance with out trust. Your simple, concise, efficient instructions and explanations were easy to understand and follow. We were pleasantly surprised how quickly you were able to get everything set up and ready to go.

Desta R.

We wanted a trust/will set up and Daniel was great to work with. We got scheduled pretty quickly and once we had our initial conference call, Daniel had all the paperwork completed within a week. I highly recommend.

Whitney S.

We were perfectly satisfied & would recommend you to others. Our banker and other people we had to go to said you did a good job.

Gary & Carol C.

We appreciated your patience with us in answering our questions & your expertise in getting the title to our home & beneficiaries on our IRA’s completed. Thank you for your time.

Anthony & Julie A.

It was a pleasure working with you, Ben. Thank you for updating our Living Trust and fitting us into your busy schedule in such short notice.

Denise Z.

Thank you, Matt! We are so grateful we chose you as our Trust Attorney. It’s a good feeling to have this taken care of.

Carol D.

Everything went smoothly and well. Marcus was organized and professional. He was able to answer all our questions and guide us on the best path for us to take. Thank you, Marcus.

John & Joy G.

You made the process simple and straightforward by answering my questions and preparing the documents in a timely manner. The list of things to do after signing was clear and concise. Thank you!

Jane W.

Contact Us

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  2. 2 No Fees Unless You’re 100% Satisfied
  3. 3 We Strive for Simplicity
Fill out the contact form or call us at 208-939-2600 to schedule your free consultation.

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