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