Find Your Estate Plan
We value our clients, whatever their financial situation.
That’s why we offer transparent services and flat fee pricing with all of our Estate Plans.
Flat fees, no surprises
Find your estate plan
Answer three quick questions and see the exact package and price that fits your situation — no ranges, no guessing.
Estate Plans & Flat Fees
At a glance
Price ranges by situation
| Married Parent | Married Individual | Not Married Parent | Not Married Individual | |
|---|---|---|---|---|
| Trust | $1,999–$2,999 | $1,899–$2,699 | $1,699–$2,399 | $1,599–$2,199 |
| Will | $849–$1,149 | $799–$1,099 | $549–$825 | $725–$899 |
Ranges reflect Basic through Custom tiers. Answer a few quick questions above for your exact package and price.
All Inclusive Trust: $7,999
Revocable trust
Disclaimer Trust included
Maximum Flexibility with gifting
Irrevocable Life Insurance Trust
Three Transfer on Death Deeds
Five Business Ownership Assignments
Health Care Directive
Power of Attorney
Unlimited Updates and Amendments
Irrevocable Life Insurance Trust: $3,499
Supplemental Needs Trust Add-On (within your Revocable Trust): $1,599
Standalone Supplemental Needs Trust: $2,599
Divorce Decree Review: Billed at our hourly rate, not to exceed $500
* Deed Transfers: $275 each
Any real estate transfer fees do not include additional expenses, such as title search fees or recording fees. Transfers beyond those included in your estate plan package will incur a fee of $275 per transfer, plus any associated expenses.Add-ons
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