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Estate Plan Pricing

We keep pricing simple. 90% of household situations require either a will based estate plan or a revocable living trust based estate plan. These are available at a flat rate with all set-up, funding, and ancillary documents covered. For more complicated situations, we offer custom designed plans.

Checking Text on a Document

Will Based Plan - $900

Includes:

  • Will Drafting

  • Financial Power of Attorney

  • Advance Healthcare Directive (Heathcare Directive and Healthcare Power of Attorney)

  • Guardianship Designation (if relevant)

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Golden Padlock

Trust Based Plan - $1900

Includes:

  • ​Trust Creation

  • Guided Funding of Trust

  • Pourover Will

  • Financial Power of Attorney

  • Advance Healthcare Directive (Heathcare Directive and Healthcare Power of Attorney)

  • Certificate of Trust

  • ​Guardianship Designation (if relevant)

  • Special Needs Trust (as appropriate)

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Business Team Research

Custom Plan - $2500+

​Custom solutions involving:

  • Bypass Trusts

  • QTIP Trusts

  • Estate Tax Mitigation Strategies

  • Irrevocable Life Insurance Trust (ILIT)

  • Qualified Personal Residence Trust (QPRT)

  • Stand-alone IRA Beneficiary Trust (SRT)

  • Investment Property Deeds

Let's Talk

Access intake form here

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