These pricing guidelines are presented to assist with planning decisions and are only estimates. A complete cost outline is only available after you meet with the Attorney. Because Mr. Ingersoll is also a CPA, some estate planning fees may be tax deductible.

* We offer a 15% Military Discount for active duty and veterans*

Estate Planning Packages: (Initial Consultation and a review of your old Will is FREE)

Fundamental Will Package

This fundamental package provides complete Wills and advance planning documents for single or married individuals and their families.

  • $650   Individual
  • $850   Couple
  • $995   Couple w/ minor children (includes children’s trust)

Package includes:
Will, Durable Power of Attorney, Health Care Power of Attorney, Living Will and beneficiary designation planning for each person.

Revocable Living Trust Package

This planning package avoids probate in most estates, permits early control by immediate family members in the event of incompetence and ensures privacy from disruptive parties.

  • $950   Individual
  • $1,350 Couple (includes Children’s Trust, if necessary)
  • Hourly for asset transfers to trust

Package includes:
Separate Living Trust for each spouse, Pour-Over Will, Durable Power of Attorney, Health Care Power of Attorney, Living Will and beneficiary designation planning.

Basic “Advanced Directive” Package

For those who presently have a valid Will but wish to plan for lifetime events and avoid expensive competency hearings and family disputes.

  • $295   Individual
  • $495   Couple

Package Includes:
Durable Power of Attorney, Health Care Power of Attorney, Living Will, HIPAA Authorization

Advanced Estate Tax Planning Package

For estates subject to inheritance taxes

we provide tailored, sophisticated tax planning tools to reduce or eliminate state and federal inheritance taxes. Tax savings can be significant.

  • Starts at $1,500 Individual
  • Starts at $2,500 Couple

Package Includes:

Will, Durable Power of Attorney, Health Care Power of Attorney, Living Will, beneficiary designation planning, Revocable Tax Trust, Insurance Trust, Family Limited Partnership’s or LLC’s.

Trustee Services

As an attorney and CPA, Shaun can provide both legal and tax services necessary to administer your trust all in one location at a cost generally less than institutional Trustees. Fees start as follows:

  • Annual Accounting – $595
  • State & Federal Income Tax Returns – $795
  • Annual review with beneficiaries & Investment Advisor (if needed) – $480

A La Cart Tax Planning Tools

Tax planning is available for many by providing one specific document or a specific structure. These tools are complex and individualized for each family.

  • Special Needs Trusts – $950 – $1,100
  • Family Limited Partnerships – $1,250 – $2,950
  • Limited Liability Companies – $1,250 – $2,950
  • Life Insurance Trusts – $950 – 1,500
  • Planned Giving Programs – $600 – $800
  • Retirement Trusts – $950 – $1,500
  • Gift Deeds – $150
  • Dynasty Trusts – $2,500 – $5,000

Yes, many “forms” with these names can be found online at the frequently advertised form sites. We actually generate more revenue resolving disputes created by these cookie-cutter forms than we do by initiating the paperwork.

Medicaid Planning Packages:

Medicaid Pre-Planning

  • $750 per individual

Package Includes:

Consulting, evaluation and summary completed generally prior to illness

Qualified Income Trust

  • $2,500 – $7,500 (specific to estate size and type of assets)

Medicaid Action Planning

  • $1,500 – $3,000

Package Includes:

Consulting, evaluation, creation of a “spend-down plan,” filing application and transfer documents generally for clients at advanced age or with critical health care needs.

Estate or Trust Administration

Initial Probate Filing Package

No need to go to the County Clerk’s office. We do it all here. This package includes 2 meetings with the attorney and all phone calls or emails necessary to complete the documents for opening the probate estate. It also includes the formulation of a complete plan for the administration of the estate in any North Carolina County. The cost for completing the Probate process, filing the final inventory and closing the estate depends upon many variable factors and is generally billed at an hourly rate. Please see the Attorney for a complete estimate.

  • $1,250 – $3,000

Package Includes:

Application for Probate, Will filing, Oath/Affirmation, Inheritance Tax Certification, Notice to Creditors, Publisher’s Affidavit, Meeting with the Clerk of Court/Estate’s Division.

Probate Inventories

90-Day Inventory, Annual and Final Inventories for Probate are conducted at our hourly rate of $75 per hour for Paralegal time and $240 per hour for Attorney time. The complexity of the estate dictates the cost and the Attorney will provide a time estimate and expense parameters at the free initial meeting.

Trust Administration

One-stop shop for your Trust’s annual Accounting and the required Tax Returns. No need to incur the extra expense of hiring both an Attorney and a CPA. We do it all here.

  • $950 – $1,750 Annual Accounting
  • $595 – $950 Annual Tax Returns

The nature of the Trust, the number of beneficiaries and the principal assets dictate the complexity of each Trust. Costs for administration are generally set at the initial meeting with the Attorney. Most Trusts require at least an Accounting and a Tax Return annually.

Revocable Trust Amendments or Termination

  • Basic Amendment: Starts at $950
  • Basic Termination: Starts at $1,450

Irrevocable Trust Amendment or Termination


While Irrevocable Trusts generally cannot be altered or terminated, North Carolina law allows some flexibility on a case by case basis. If an amendment or termination is available, the costs are as follows:

  • Initial review and Consultation: $550
  • Non-contested Amendment (if available): Starts at $950
  • Contested Amendment: Hourly plus court costs
  • Non-contested termination by statute (if available): Starts at $1,250
  • Non-contested termination by Court Hearing: Starts at $1,750
  • Contested termination: Hourly plus court costs

Taxes

Preparation and Filing of Tax Returns

The cost of preparation and electronic filing of Federal and State Income Tax Returns follows these general guidelines:

  • Individual Single 1040* (includes State Return): $450
  • Individual Joint 1040* (includes State Return): $595
  • Estate Form 1041 (includes State Return): $795
  • Trust Form 1041 (includes State Return): $795
  • Non-Profit Form 990: $950
  • Non-Profit Corporate/Partnership (includes State Return): $795
  • Tax Exempt Application Form 1023: Starts at $1,500

*Schedule ‘C,’ Schedule ‘F’ and Health Care Forms will increase these amounts

Individual Tax Planning or Representation before Taxing Agencies

This service is billed on a case-by-case basis. An initial meeting and analysis with the Attorney costs $240. In the initial meeting the attorney will construct a plan to handle the case and provide a cost estimate for the necessary steps.

Business Formulation and Transactions

Business Structure Package

Includes meeting with the Attorney to review options, document preparation, initial Corporate Minutes, Articles of Incorporation, Tax ID Application, Bylaws, administrative filing and all appropriate initiation paperwork. Fees required by North Carolina Secretary of State or regulatory agencies are not included.

  • Standard Incorporation (S Corp, C Corp): $750
  • LLC Incorporation without Operating Agreement: $750
  • LLC Incorporation with Operating Agreement: $1,250
  • Licensed Professional Incorporation: $950
  • Non-Profit Incorporation without Federal Application for 501(c)3: $950
  • Non-Profit Incorporation with Federal Application for 501(c)3 (Form 1023): Start at $1,500

Business Transactions

Documents for many business transactions require negotiations and tax analysis. For these types of transactions the Attorney will provide an initial estimate for the basic documentation cost and maintain an hourly budget and fee schedule until the transaction is complete. As a cost savings, accounting and tax analysis for each transaction is generally part of the process on a case-by-case basis.

  • Leases: Start at $950
  • Annual Meetings: Start at $750
  • Employment Agreements: Start at $550
  • Buy-Sell Agreements: Start at $1,500
  • Partnership Agreements: Start at $550
  • Employment Contract Review: Start at $550
  • Corporate Dissolutions: Start at $1,500
  • Asset Purchase Agreements: Start at $1,500
  • Mergers: Hourly, see Attorney for estimate
  • Employee Handbooks: Start at $950
  • Non-Compete Agreements: Start at $550

Corporate Health Care Representation

Medical Office Structure/Documents

The creation of a business structure for a physician-owned health care facility or office follows the basic guidelines as the Business Structure Package and the a la cart Business Transactions listed above. If the health care nature of the transaction requires unique detail, the Attorney will outline cost guidelines during the initial FREE meeting. Shaun will, however, bring his unique experience in the health care field to these documents at no extra cost.

The cost for tailoring a detailed employment agreement, buy-sell agreement, etc, for Health Care professionals generally follows the outline above and will be assessed on a case by case basis.

Physician Employment Agreement Review

The cost for a review and analysis of a proposed Employment Agreement for an individual Physician begins at $695 and the overall cost depends upon the complication of the documents reviewed, the need for written revisions or analysis and whether the Attorney negotiates the formal terms. The Attorney will outline cost guidelines during the FREE initial phone conference or meeting.