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.
Schedule a Meeting
Take the Estate Plan Questionnaire
If you would rather walk through the questionnaire with one of our experts, click the following link to schedule a 15-minute consultation.
Find your personalized estate plan with our expert-designed questionnaire. Enjoy $100 off Trust packages or $50 off Will packages when you hire us through this path.
Estate Plans & Flat Fees
To receive a more precise price for your situation, please complete our estate planning questionnaire above.
Married With Children Trust Packages: $1,699-2,999
Package price includes all documents for each spouse
Directs assets to spouse and children. You may also direct assets to up to 3–10 individuals or charities
All plans provide management for minors
Choice of 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier packages add business assignment and tax-saving provisions
Married Without Children Will Packages: $675-895
Package price includes all documents for each spouse
Directs your assets to spouse and up to 3–10 individuals or charities
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors in higher-tier packages
Not Married With Children Trust Packages: $1,699-2,399
Directs assets to children and/or up to 3–10 individuals or charities
Appoint 1–4 trusted people to manage your estate
May include real estate deed transfer(s) and trust provisions for minors; higher-tier packages add business assignment
Married Without Children Trust Packages: $1,799-2,699
Package price includes all documents for each spouse
Directs assets to spouse and/or up to 3–10 individuals or charities
Appoint 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier packages add business assignment and tax-saving provisions
Married With Children Will Packages: $625-949
Package price includes all documents for each spouse
Directs your assets to your spouse, children, or chosen beneficiaries
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors
Not Married Without Children Trust Packages: $1,999-2,300
Directs assets to up to 3–10 individuals or charities
Appoint 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier package adds trust provisions for minors
Not Married With Children Will Packages: $549-825
Leave assets to your children, then to 3–10 chosen beneficiaries
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors
Not Married Without Children Will Packages: $725-899
Leave assets to 3–10 individuals or charities
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors in the higher-tier package
Add-ons
Irrevocable Life Insurance Trust: $2,499
Supplemental Needs Trust: $1,599-$2,599
* Deed Transfers: $250 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 $250 per transfer, plus any associated expenses.Contact us
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