Our Process
Pricing Information
Flat Fee Estate Plan Pricing
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 complexity involved in drafting your customized plan.
Our flat fee Revocable Trust plans start at $5,200 and our flat fee Will plans start at $3,200. Please click here for our current Pricing Schedule.
Our flat fee Revocable Trust plans include the following documents:
Revocable Trust
Certification of Trust
Pour Over Will
Guardian nomination (if applicable)
Power(s) of Attorney for Finance
Power(s) of Attorney for Health
End-of-Life Care Wishes
HIPAA Authorization
Final Disposition Instructions
Instructions for Disposition of Personal Property
Assignment of Personal Property to Trust
Transfer of Personal Residence into Trust
Update to Homeowner’s Exemption
Assignment of Business Interests to Trust (if applicable)
Summary of Trust Provisions
Asset Inventory
Customized To Do List for Trust Funding
Our flat fee Will plans include the following documents:
Will(s)
Guardian nomination (if applicable)
Power(s) of Attorney for Finance
Power(s) of Attorney for Health
End-of-Life Care Wishes
HIPAA Authorization
Final Disposition Instructions
Instructions for Disposition of Personal Property
Asset Inventory
