Estate Planning Pricing

Will Based Estate Plan

$1,199 for Individuals*​ 

$1,399 for Couples*

Who is it for?​

  • Individuals without children

  • No real estate property ownership

  • Total assets less than $166,250

  • Wish to have estate go through probate

What it includes:​

  • Planning meeting with Chris

  • Last Will and Testament

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Authorization of Release of Medical Records

  • Final Disposition Instructions

  • Nomination of Guardians for Minor Children

  • Final signing meeting

​​

  • Complete written instructions regarding how to handle your estate plan

  • Notary fees included

  • Personalized estate planning binder

  • Digital PDF copies of your entire plan

  • Support after signing your documents

Trust Based Estate Plan

$2,299 for Individuals*​

$2,799 for Couples*

Who is it for?​

  • Individuals with children

  • Homeowners

  • Combined assets of more than $166,250

  • Wish to avoid probate

  • Those with possible estate tax exposure

What it includes:​

  • Planning meeting with Chris

  • Revocable Living Trust

  • Certification of Living Trust

  • Pour-over Will and Testament

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Authorization of Release of Medical Records

  • Final Disposition Instructions

  • Assignment of Personal Property

  • Declaration of Trust

  • Assignment of Business Interests (if any)

  • Nomination of Guardians for Minor Children

  • Trust Transfer Deed (one personal residence)

  • Complete Summary of your Estate Plan in Easy to Understand Language

  • Filing of Trust Transfer deed with county recorder

  • Preliminary Change of Ownership Report

  • Final signing meeting

  • Complete written instructions regarding how to handle your estate plan

  • Notary fees included

  • Recording fees included

  • Personalized estate planning binder

  • Digital PDF copies of your entire plan

  • Support after signing your documents

Other Services

  • Additional Deed Preparation and Recording - $425

  • Individual Power of Attorney - $300

  • Healthcare Directive - $300

  • Other Services  -  $300 / hr (2 hour minimum)

    • Amendments to Existing Estate Plans

    • Trust Administation

    • Beneficiary Rights 

*More complex estate plans and assets may result in an increased fee. Examples include, but are not limited to, special needs provisions, separate property trusts, QTIP/QDOT trusts, or non-standard property or assets. Each client will agree to and sign a written fee agreement before an attorney-client relationship is established. Flat rate pricing and hourly rate subject to change at any time.

Ready to get started? Send us a message using the form below and we will get in contact with you shortly:

Thanks! Message sent.