Flat Fee Estate Planning

All of our estate planning fees are a flat fee.  The flat fee covers initial consultation, additional meetings, drafts and signing of documents.  We require half of our fee up front and the remaining half on date of signing. 

ESTATE PLANNING PACKAGE: $550.00 for individual; $1,000 for couple

  • Last Will & Testament;
  • Durable Power of Attorney;
  • Health Care Power of Attorney;
  • Living Will;
  • HIPAA form;
  • Executor Handbook
  • Important Information for my Family Book;
  • Family Tree
  • Health Care Power of Attorney wallet card;
  • List of assets;
  • Tabbed Notebook for all documents;
  • Electronic copy of all included documents.

POWER OF ATTORNEY PACKAGE: $250.00 for individual; $400.00 for couple

  • Durable Power of Attorney;
  • Health Care Power of Attorney,
  • HIPAA Form; and
  • Living Will for each person. 
  • Electronic copy of all included documents;
  • Health Care Power of Attorney wallet card

TRUST PACKAGES: $2,000 for Individual; $3,000 for couple

  • Pour-over will;
  • Durable Power of Attorney;
  • Health Care Power of Attorney,
  • HIPAA Form;
  • Living Will;
  • Trust;
  • Up to two real estate transfers into trust.
  • Executor Handbook
  • Important Information for my Family Book;
  • Family Tree
  • Health Care Power of Attorney wallet card;
  • List of Trust assets;
  • List of  Non-Trust Assets;
  • Tabbed Notebook for all documents;
  • Electronic copy of all included documents.

DEED TRANSFER INTO TRUST$200.00 which includes recording costs.

DURABLE POWER OF ATTORNEY:  $150.00

REVOCATION OF POWER OF ATTORNEY:  $75.00

HEALTH CARE POWER OF ATTORNEY AND LIVING WILL:  $150.00

  • Health Care Power of Attorney
  • Health Care Power of Attorney Wallet Card;
  • Living Will
  • and HIPPA form

WILLS:  $350.00 individual; $600.00 couple

  • Last Will and Testament;
  • List of Assets;
  • Executor Handbook
  • Important Information for My Family book;
  • Family Tree;
  • Electronic Copy of all included documents

CODICIL TO WILL:  $175 individual; $300.00 couple

  • Codicil;
  • Executor Handbook
  • Important Information for my Family Book;
  • Family Tree;
  • Executor Handbook;
  • Electronic copy of all included documents.

SUPPLEMENTAL NEEDS TRUST: $1,000.00

LIVING TRUST$1500.00 individual  $2,000.00 couple

TRUST AMENDMENT:  $750.00