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$Estate Planning

ESTATE PLANNING BASE FLAT PRICES

We generally charge a flat fee for estate planning services. We believe it is the best pricing model because it allows our clients to budget and plan for payment of heir attorney’s fees. Hourly rates can lead to unexpected bills that are far more than originally estimated. With a flat rate, the risk of going over the original estimate is on us — not you.


However, the amount of the flat fee ultimately depends on the complexity of the estate. 


Although fees are determined on a case by case basis, below is a break down of the typical price range for estate planning:


* All documents and services are simple or basic and do not include cost or expenses. You may request additional features or services at additional fees, cost, or expense. 

Estate Plan Packages

BASIS PACKAGES

Base Price

*Will Package - Individual*

*Will Package - Husband & Wife

*Revocable Trust Package - Individual

*Revocable Trust Package - Husband & Wife

Start - $399.00 - $599.00

Start - $699.00 - $999.00

Start - $1299.00 - $1499.00

Start - $1699.00 - $2099.00

Complete Revocable Trust Package Includes: 


  • Revocable Trust
  1.  Paragraph by paragraph summary of  the estate planning provisions
  2. Summary of  Fiduciaries
  3. Summary of Client information
  4. Declaration of Trust
  5. Certificate of Trust
  6. *Pour-over Will(s)
  7. Durable Power(s) of Attorney for Business Affairs
  8. Durable Health Care Power of Attorney/Health Care Directive
  9. Voluntary Advance directive for Receiving Oral Feeding and Fluids in the Even of Dementia
  10. Living Will
  11. Form Letter with Instructions for Distribution of Personal Property
  12. Declaration of Community Property (where appropriate)
  13. Instructions for transferring assets to Revocable Trust
  14. Burial Instructions
  • Two (2) 30 minute telephone consultation sessions with the Estate Planning Attorney

Complete Will Package includes:


  • *Will
  1. Durable Power of Attorney for Business Affairs
  2. Durable Health Care Power of Attorney/Health Care Directive
  3. Voluntary Advance Directive for Receiving Oral Feeding and Fluids in the Event of Dementia
  4. Living Will
  5. Instructions for Distribution of Personal Property
  6. Summary of estate planning documents
  7. Burial Instructions
  • Two (2) 30 minute telephone consultation session with the Estate Planning Attorney

Solo Estate Documents

DOCUMENT DESCRIPTION 

Base Price

1. Simple Will Only- Individual

2. Simple Wills Only - Husband & Wife

3. General Durable Power of Attorney Only

4. Review Will

5. Review Revocable Trust

6. Health Care Directive/Power of Attorney 

7. Living Will Only 

30 minute telephone consultation included

1. Start - $299.99

2. Start - $499.99

3. Start - $  199.99

4. Start - $199.99

5. Start - $  399.99

6. Start - $189.99

7. Start - $  99.99

- Simple Will include a general gifts to a group, only. it does not include special gifts to individuals.   
- General Durable Power of Attorney and Health Care Power of Attorney include a Voluntary Advance Directive for Receiving Oral Feeding and Fluid in the Event of Dementia.
- Health Care Power of Attorney includes a Voluntary Advance Directive for Receiving Oral Feeding and Fluid in the Event of Dementia, and a Living Will.