Revocable Trust Plans

Revocable trusts. Done right. 

 

Our revocable trust plan is for clients who place a premium on avoiding probate. In most cases, avoiding probate lowers the cost and time involved in administering an estate. Although revocable trust plans are not for everyone, they are something we recommend for many of our clients. 

 

Fully Funded, Complete Plans

 

In order for revocable trusts to completely avoid probate court involvement, they must be funded during life. Funding the trust does not mean giving up any control of the assets, but it does mean retitling or updating beneficiaries for all assets, including real estate. 

 

Our flat fee for revocable trusts includes all of our work in drafting a revocable trust and supporting documents, transferring real estate into the trust, and preparing a guide with complete, personalized instructions for funding the trust. Put together, these meet all needs met by our essential plan, plus avoid probate. Our $975 fee is for a complete plan for familiies focused on wealth transfers to children. More involved plans are quoted on a case by case basis, and are generally less than $1,500. Note that in addition to our fee, transferring real estate into the trust requires title and recording fees (usually about $100 per parcel). 

 

An Experienced Planner You Can Trust

 

Atty. Lauterbach has helped hundreds of central Wisconsin families put together their estate plans. And Atty. Lauterbach is one of only two estate planning lawyers in Stevens Point selected by Super Lawyers, an honor limited to no more than 7.5% of Wisconsin attorneys. Working with Lauterbach Legal, you can be assured that paying a fair price doesn't mean anything other than top quality representation. 

 

Getting Started With a Revocable Trust

 

All of our estate plans begin with a no-obligation meeting to discuss your situation and goals and talk about how we can help. As part of this meeting, we discuss your questions about revocable trusts and help you decide whether a revocable trust is the right option for you. We look forward to working with you!

Mike's knowledge, professionalism and understanding of people made settling our mom's estate much easier than expected. I would highly recommend him to anyone needing advice or legal work done. 

 

- R.W., Wisconsin Rapids

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