ESTATE PLANNING MADE SIMPLE.

Pricing

We believe in providing fair and straight-forward pricing, which is why we use flat-fees for all of our services. Clients love that they know exactly how much their estate planning will cost and don’t have to worry about any surprises or hidden costs.

<<< The amount of the flat fee ultimately depends on the complexity of your estate. Although fees are determined on a case by case basis, here is a break down of the typical price range for estate planning: >>>

 
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Basic Package

Basic Package includes the following:

  • Last Will and Testament

  • Financial Power of Attorney

  • Health care Power of Attorney

  • HIPPA Medical Records Release

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Standard Package

Standard Package includes the following:

  • Pour-Over Will

  • Revocable Living Trust, including:

    • Probate Avoidance

    • Common Trust for Under-Aged Beneficiaries

    • Staged Distributions for Younger Beneficiaries

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • HIPAA Medical Records Release

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Premium Package

Premium Package includes the following:

  • Pour-Over Will

  • Revocable Living Trust, including:

    • Probate Avoidance

    • Estate Tax Planning

    • Income Tax Basis Maximization Planning

    • Common Trust for Under-Aged Beneficiaries

    • Protective Trusts for Beneficiaries

    • Remarriage Protections

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • HIPAA Medical Records Release