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SHAILA BUCKLEY LAW
  • Home
  • Estate Planning
    • Who Needs an Estate Plan?
    • What Happens if You Don't Have an Estate Plan?
    • What is a Comprehensive Estate Plan?
    • Is Probate right for you?
  • SERVICES
    • What to Expect
    • Initial Consultation
    • Additional Services
    • Flat Fee Estate Plans
  • About
  • Blog
  • Contact
    • Directions
  • Schedule

Pricing Schedule


An Estate Plan is an investment that will benefit you and your loved ones for years to come. At Shaila Buckley Law, we prepare customized plans that address your unique needs and situation, both personal and financial. During our Initial Consultation, we will review your assets, family situation, and wishes. At that meeting, we will advise you of the flat-fee price to prepare an estate plan that accomplishes your goals.

Our flat-fees are based on the complexity involved in drafting your customized plan. The prices listed below reflect the general range for most of our plans. Please note that due to your specific situation, the fees may be lower or higher.
FLAT FEE PRICING
Our flat-fee plans include all the documents you need for a comprehensive estate plan (a Will and/or Trust, Appointment of Guardian (if needed), Powers of Attorney for Finance and Heath, and a Living Will), a review of your assets and beneficiary designations on your life insurance and retirement plans (as applicable), and a summary of your estate planning documents. Our Trust plans also include preparation of a Certification of Trust, assignment of business interests (if applicable), and transfer of your Personal Residence into the Trust.
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At the conclusion of the planning process, you will receive an Estate Plan Portfolio from us, containing the originals of your documents, and electronic copies of your documents.

Simple Will Plan - $2,000
This plan is for individuals and couples with simple estates who want to specify how their assets are inherited and do not have complicated assets or distribution provisions.

Complex Will Plan - $2,000 to $3,000
This plan is for individuals and couples who want a Will and have complex distribution provisions or assets or who want a Testamentary Trust to hold assets in trust for minor children or adults.

Basic Revocable Living Trust Plan - $3,000 to $4,000
This plan is for individuals and couples who want to avoid probate and make administration of their estate easy for their loved ones.

Complex Trust Plan - $4,000 to $6,000+
This plan is for individuals and couples who need more complex estate planning, including clients who have:
  • Complex distribution provisions Larger estates
  • Complex assets
  • A blended family
  • Complicated family dynamics
  • The potential for a taxable estate
  • Out-of-state properties or multiple in-state properties
  • A need to align their estate plan with existing (or future) family trusts A desire to include sub-trusts for one or more beneficiaries
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Large Estate Plans - $6,000 to $8,000+
This plan is for individuals who have estates larger than $6,000,000 and couples who have estates larger than $12,000,000, have one or more of the Complex Trust factors, and need estate tax planning. These plans may include additional trusts such as Irrevocable Minor’s Trusts, Irrevocable Life Insurance Trusts, or Charitable Remainder Trusts, for which there may be additional fees.


​2022-7 Pricing Schedule                                                   

Estate Planning

  • Who Needs an Estate Plan?
  • What Happens if You Don't have an Estate Plan?
  • Estate Planning for Parents
  • Estate Planning for Homeowners
  • Post Divorce Estate Planning
  • What is a Comprehensive Estate Plan?
  • Is Probate Right for You?

services

  • What to Expect
  • Initial Consultation
  • Flat Fee Estate Plans
  • Additional Services
  • Wills + Living Trusts
  • Power of Attorney  + Medical Directives
  • ​Probate

S|B Law

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  • Home
  • Estate Planning
    • Who Needs an Estate Plan?
    • What Happens if You Don't Have an Estate Plan?
    • What is a Comprehensive Estate Plan?
    • Is Probate right for you?
  • SERVICES
    • What to Expect
    • Initial Consultation
    • Additional Services
    • Flat Fee Estate Plans
  • About
  • Blog
  • Contact
    • Directions
  • Schedule