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 $5,000 and our flat fee Will plans start at $3,000.  Please click here for our current Pricing Schedule.

Our flat fee Revocable Trust plans include the following documents:

  1. Revocable Trust
  2. Certification of Trust
  3. Pour Over Will
  4. Guardian nomination (if applicable)
  5. Power(s) of Attorney for Finance
  6. Power(s) of Attorney for Health
  7. End-of-Life Care Wishes
  8. HIPAA Authorization
  9. Final Disposition Instructions
  10. Instructions for Disposition of Personal Property
  11. Assignment of Personal Property to Trust
  12. Transfer of Personal Residence into Trust
  13. Update to Homeowner’s Exemption
  14. Assignment of Business Interests to Trust (if applicable)
  15. Summary of Trust Provisions
  16. Asset Inventory
  17. Customized To Do List for Trust Funding

Our flat fee Will plans include the following documents:
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  1. Will(s)
  2. Guardian nomination (if applicable)
  3. Power(s) of Attorney for Finance
  4. Power(s) of Attorney for Health
  5. End-of-Life Care Wishes
  6. HIPAA Authorization
  7. Final Disposition Instructions
  8. Instructions for Disposition of Personal Property
  9. Asset Inventory

Ready to Get Started on Your Estate Plan?