Estate Planning Pricing Guide
Estate Planning Services and Pricing Guide
Basic Will Package
Per Individual
Due up front $349
Due at delivery $350
Total $699
Package Includes:
- Last Will and Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Cloud Storage and Sharing
Trust Package
Individual or married
Due up front $899
Due at delivery $700
Total $1,599
Package Includes
- Revocable Living Trust
- Certification of Trust
- Pour-Over Wills
- Financial Power of Attorney
- Healthcare Power of Attorney
- Cloud Storage and Sharing
additional costs
Real Estate Retitling $199
(Online service per property)
Estate Planning Steps
- Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
- Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
- Document Creation (2 weeks): Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office to be reviewed, signed, and notarized during your follow up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
- Execution and Funding: We will work with you to make sure your estate plan is executed and funded.