Leaderboard

Your question is like asking how much we charge for tax returns. There are many factors that go into pricing any personal service that will vary by region, urban v. suburban, the size/reputation/expertise of the firm, and the complexity of the trust. I would never suggest DIY online documents for a trust. Too many pitfalls. To answer though, around my area a few years ago for basic planning and setup (suburban of Wilmington DE, and definitely less than Philly or Baltimore) I've seen a range of $1,500-$2,500 and more.

MeF accepts the current and prior 2 years for e-filing. You are correct that the e-file for 2019 was rejected because of the shutdown and will need to be paper-filed. IRS will reopen the MeF system again in late January, 2023 for the 2022 tax year. At that time, the 2020 tax year returns will be the earliest that can be e-filed (current year 2022 and two prior of 2020 and 2021).

For me, just completed. Local lawyer, established, but younger than me. Growing firm, not stagnant. Dollar amounts of estate are immaterial. Selected a firm with a flat rate, although we contracted for an additional amount for a custom and separate item as well. Some firms have subscription models, a certain amount to setup, then an annual fee for maintenance/review/consultations/etc.