ESTATE PLANNING SERVICES

starting at

LIVING TRUST
 

Comprehensive Trust-Based Plan

$2500 

Individual

$3000

Married Couple

For those who exceed the probate asset threshold and/or are smartly planning ahead

starting at

$750 

Individual

$1200

Married Couple

For those who may not want or need a trust yet, but smartly want to get their affairs in order

LAST WILL
 

Essential
Will-Based Plan

A do-it-yourself way to name Guardians for your minor children.

**This content is included in all Trust or Will-Based Plans as applicable

GUARDIANSHIP NOMINATIONS
 

PDF Guide & Template

For standalone documents, reviews of existing plans, business planning etc

NEED SOMETHING ELSE?
 

Fees subject to change without notice.

The fees quoted above are for ordinary estate planning documents and will apply to most of our clients.  Occasionally, more complex drafting or attorney time is needed, resulting in an additional fee.  If this applies to you, the attorney will disclose this to you during the consultation before engagement.  For a non-exhaustive list of scenarios that may require more complex drafting, see below:

Bypass Trust Provisions

Special Needs Trust Provisions

Non U.S. Citizens

Separate Property Trusts