♦ Regal Signature Package ♦

Essential Planning

For individuals and families who need foundational planning and peace of mind.

Individual: Starting at $1,400

Two-Person: Starting at $1,900

Includes:

• Revocable Living Trust (individual or family)
• Will for each person
• Healthcare Directive for each person
• Financial Power of Attorney for each person
• One primary residence deed
• Certification of Trust
• Standard beneficiary and distribution provisions
• Trust funding instructions and follow-up (60 days of support)
• Estate plan review survey every three years (additional fee applies to amendments and restatements)
• Design Appointment, Document Review Appointment for revisions, and Signing Appointment

To keep flat-fee pricing predictable, this package includes up to three attorney meetings. Any extra meetings beyond that are available at an additional charge.

♦ Regal Premier Package ♦

Personalized Planning

For individuals and families who want additional customization, guidance, and assistance implementing their estate plan.

Individual: Starting at $1,900

Two-Person: Starting at $2,300

Everything in Regal Signature, plus:

• Enhanced beneficiary and distribution provisions

• Planning for unique family circumstances

• Detailed asset and beneficiary designation review

• Additional trust funding assistance (90 days of support)

• Additional attorney planning meeting with revisions

• Estate plan review survey every two years (additional fee applies to amendments and restatements)

♦ Regal Royal Package ♦

Comprehensive Planning & Support

Our highest level of service, designed for families seeking sophisticated planning, coordinated implementation, and continued attorney guidance.

Individual: Starting at $2,400

Two-Person: Starting at $2,900

Everything in Regal Premier, plus:

• Advanced estate planning strategies, as appropriate

• Multigenerational planning provisions

• Business and complex asset coordination (12 months of support in asset coordination)

• Coordination with financial advisors and CPAs

• Successor trustee education meeting

• Priority scheduling

• Annual estate plan review survey (additional fee applies to amendments and restatements)

• 1-hour Trustee meeting after death

Additional Utah Services

• Attorney Hourly Rate – $385/hour
• Additional Deed – $150+
• Premarital and Postmarital Agreement – $600+
• Last Will and Testament – $750
• Healthcare Directive – $300
• Power of Attorney – $300
• Restatement of Estate Plan – $1,100+
• Informal Probate – Starting at $3000
• Estate Plan Amendment – Starting at $350
• Transfer of LLC or Corporation upon death to trust – $300
• Asset Transfers (Without Plan) – Starting at $500
• Trust Administration Meetings – $250/hour
• Asset Protection Trust – Additional $3,500-$8,000+. Call our office for more information
• Specialized Trusts – Additional $6,500-$15,000+. Call our office for more information (includes Estate Tax Savings Trusts, Special Needs Trusts, Medicaid Trusts, Gun Trusts, etc.)

Not Sure Which Plan Is Right for You?

Every estate is different. During your complimentary consultation, we’ll discuss your goals, review your circumstances, and recommend the appropriate level of planning.