What we provide

Comprehensive Planning Services

We are proud to offer our services at competitive and transparent flat fee rates. Pricing tiers shown are flexible and subject to modification depending on the complexity of your individual needs. Contact us for more information.

Essentials Package

The Essentials Plan is a Will based estate plan which will cover distribution of your assets, intestacy distribution avoidance, healthcare decision making, and financial decision making.

  • Last Will and Testament, naming your beneficiaries, personal representative, and guardians for minor children

  • Financial Power of Attorney, so someone you trust can manage your finances if you can’t

  • Medical (Health Care) Power of Attorney, naming who makes medical decisions for you

  • Mental Health Power of Attorney

  • Living Will, documenting your end-of-life care wishes

  • HIPAA Authorization, allowing your chosen people to access your medical information

  • Three consultations to design and finalize your plan

  • In-person document signing ceremony

Flat Fee: Starting at $1200 (Individual) $2250 (Married Couple)

Add Ons or Individual Services:

Personal Representative Service: $1,000

Informal Probate: $3,000

LLC Setup + EIN: $500

Operating Agreement: $1,500

Re-Title Asset to Trust: $300 Per Item (first free under Complete + Comprehensive Plans)

Beneficiary Deed: $500

Advanced Package

  • Everything in the Complete Plan

  • Advanced trust planning tailored to your family and goals (for example, planning for blended families, beneficiaries with special needs, life insurance trusts, or protecting inheritances)

  • Charitable giving strategies, including charitable trusts

  • Expanded trust funding support

  • Ongoing plan monitoring and updates as your life and the law change

Flat Fee: $4,500 (Individual) $6,000 (Married Couple)

Comprehensive Package

The Advanced Plan is a combined Will & Trust based estate plan which will cover distribution of assets, probate avoidance, healthcare decision making, and financial decision making.

  • Advanced Plan contains everything covered in the Essentials Plan, in addition to;

  • Revocable Living Trust, to help your family avoid probate and keep your affairs private

  • Pour-over Will, directing any assets left outside the trust into it

  • Trust funding assistance, with guidance on retitling assets and updating beneficiary designations so your trust works as intended

Flat Fee: $3,000 (Individual) $4250 (Married Couple)