Flat Fee Estate Plan Packages
Our flat-fee estate plans are designed to provide you with peace of mind, no hassle up-front pricing, and an opportunity to work together to ensure you get all of your questions answered without worrying about costs.  Our flat fees are based on the time it will take to prepare your documents, taking into account the size of your estate and the complexity of your distribution provisions.  Here are three of our most popular plans:
This plan is designed for individuals and families with a modest estate that want to designate who receives their assets when they pass and choose the people who will help them if they  become incapacitated.
This plan includes:
  • A Last Will and Testament​
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • HIPPA Authorization

The flat fee for this plan is $2,000
This plan is designed for individuals and families that wish to exercise more control over their legacy.  This plan includes a revocable living trust, which is the best tool to adapt your estate plan to your unique needs, and also allows you to avoid the time consuming and expensive hassle of probate.  ​
This plan includes:
  • A Revocable Living Trust
  • A Pour-Over Will ​
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • Transfer of Your Residence Into Your Trust

The flat fee for this plan is $3,000
This plan is designed for individuals and families that need more complex estate planning, which may include blended families, clients with a taxable or potentially taxable estate, complex distribution provisions, multiple out-of-state properties, complicated family dynamics, need to align their estate plan with existing (or future) trusts, or who need multiple sub-trusts.  
This plan includes:
  • A Revocable Living Trust
  • A Pour-Over Will
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • HIPPA Authorization
  • Transfer of Your Residence Into Your Trust
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The flat fee for this plan starts at $4,000+
For more detailed pricing information, please call our office at (208) 995-9224.

Ready to Get Started on Your Estate Plan?