Pricing for Estate Planning Services
Not many law firms will discuss fees upfront. We aim to break that trend and be fully transparent with our costs. All estate plans are completed on a flat fee basis, agreed to prior to any work beginning.
We offer three levels of protection for our clients: Silver, Gold, and Platinum. Most clients will fall into one of these three categories based upon what their goals are.
Silver
Simple Probate
Avoidance Trust
Avoidance Trust
- $3,000
-Avoid Probate for your Family
-Name Guardians of Minor Children
-Simple contingency planning
-Outright Distributions at set Ages
-Nominate Medical/Financial Agents
-Provide Guidance to Family
-Name Guardians of Minor Children
-Simple contingency planning
-Outright Distributions at set Ages
-Nominate Medical/Financial Agents
-Provide Guidance to Family
Gold
Comprehensive Trust with
Continuing Lifetime Trusts
Continuing Lifetime Trusts
- $4,500
All of Silver, Plus:
-Plan around remarriage of spouse
-Protect inheritance from Divorce
-Safeguard inheritance from Creditors
-Advanced Incapacity planning
-Detailed Contingency Planning
-Plan around remarriage of spouse
-Protect inheritance from Divorce
-Safeguard inheritance from Creditors
-Advanced Incapacity planning
-Detailed Contingency Planning
Platinum
Comprehensive Trust with
Tax Planning / Complex Contingencies
Tax Planning / Complex Contingencies
- $8,000 +
All of Silver and Gold, Plus:
-Highly Complex Contingency Planning
-Mitigation of Expected Estate Taxes
-Coordination of multi-level Entities
-Complex Generational Planning
-Highly Complex Contingency Planning
-Mitigation of Expected Estate Taxes
-Coordination of multi-level Entities
-Complex Generational Planning
Transfer of Primary Home to Trust, County Recording Fees, and mobile notarization of all documents around your schedule are all included.
Transfers of Secondary Properties to Trust charged at $300 per deed. This includes a limited title search, deed preparation, notarization, and County recording fees.
***Although most estates fall under our flat fee pricing above, complex wishes, specialized clauses, or unique situations may incur additional fees***
