Pricing

My flat-fee estate plans simplify the legal process for you and avoid any surprises. Trust-based plans start at $2,000 and Will-based plans start at $1,000.

My flat fee Revocable Trust plans start at $2,000 and my flat fee Will plans start at $1,000. Trust plans that require special asset preservation for one spouse’s beneficiaries through the creation of an irrevocable trust after the first death start at $5,000. Trust plans that require tax planning for estates over the federal estate tax exemption amount start at $5,000.

Create your Trust-based plan to avoid probate and protect and transfer your assets with the following:

  • Executive Summary of Estate Plan
  • Revocable Living Trust
  • Assignment of Personal Property to Trust
  • Authorization for Release of Electronic Information
  • Registration of Trust
  • Warranty Deed to Transfer Personal Residence into Trust
  • Home Owner's Exemption
  • Pour-Over Will
  • Guardian Nomination (if applicable)
  • Power of Attorney for Finance
  • Advance Care Planning Document including a Durable Power of Attorney for Health Care and a Living Will
  • HIPAA Authorization
  • Instructions for Final Arrangements
  • Memorandum for Disposition of Personal Property
  • Customized Trust Funding Letters
  • Blank Trust Funding Letters and Funding Instructions
  • Successor Trustee Resources and Information

Create your Will-based plan to look after your minor children and pass on your assets with the following:

  • Last Will and Testament
  • Guardian Nomination (if applicable)
  • Power of Attorney for Finance
  • Advance Care Planning Document including a Durable Power of Attorney for Health Care and a Living Will
  • HIPAA Authorization
  • Instructions for Final Arrangements
  • Memorandum for Disposition of Personal Property

Ready to Get Started on Your Estate Plan?

Schedule an Appointment