Transparent and Fixed Fee Pricing for Most Matters
We represent individuals of all asset levels, and our goal is to give our clients peace of mind by crafting flexible, efficient, and cost-effective plans that address personal challenges. No single tool or formula fits every family’s unique circumstances or satisfies each client’s personal needs.
Through the creation of comprehensive, strategic tools such as wills, trusts, powers of attorney, advance medical directives and special needs planning documents. Our extensive experience allows us to address important estate planning matters both expeditiously and at a reasonable cost.
Our comprehensive, effective estate planning package
Our estate planning package includes:
Comprehensive analysis of your unique situation, circumstances and needs.
Review of your existing estate planning documents
Drafting of the necessary documents and review of drafts until the documents suit your needs. Final Delivery Meeting and Oversight of Execution of Documents.
Fee Schedule for Estate Planning Documents
We endeavor to provide estate planning services on a flat fee basis as much as possible. However, clients with multiple beneficiaries and/or complex trust and will provisions may be charged fees additional to those shown below, either as a flat fee or hourly.
For those seeking information but not interested in estate planning documents; otherwise included in any Plan listed below.
Power of Attorney and Pay on Death Based Estate Plan
$575 Individual
$975 Couple
Includes for each person:
A review of your accounts and beneficiary designations to determine if your assets pass outside of probate.
A “Basic” Will.
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
Basic Wills leave your entire estate to one or more persons, and do not include specific bequests (except for general bequests of tangible personal property), provisions for minor children, or any trust provisions. Financial and medical powers of attorney allow the person(s) you name to manage your financial affairs and make medical decisions for you in the event of incapacity.
Power of Attorney and Pay on Death Based Estate Plan for individuals and couples with Children
$975 Individual
$1,300 Couple
Includes for each person:
A Will with nomination of guardianship forms for minor children
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
Living Trust Based Plan
$1,900 Individual
$2,300 Couple
Includes for each person:
A Revocable Living Trust
Pour-Over Will
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
This is a probate avoidance Plan.
Most families and individuals without real estate do NOT need a revocable trust plan, despite the many outlets that promote such plans.
Living Trust Plan With Tax Planning
$2,500 -$3,500
Includes for each person:
A Revocable Living Trust
Pour-Over Will
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
This Plan is for married couples with assets over either the state or federal estate tax exemption limits. It avoids probate and allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes. For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.
Do You Need a Trust?
Other Estate Planning Services
$375 Stand-alone Financial and Medical Powers of Attorney package (no Will)
$250 additional to any Plan Testamentary Special Needs Trust
$350/hr Codicils and Trust Amendments
$1,500 Irrevocable Life Insurance Trust
$295-$395/hr Transfer of Assets to a Trust
Note: The pricing for all documents includes only the drafting and signing of the initial document. Clients will be charged additional fees for any changes (codicils) or amendments made after the document has been signed