Estate Planning Packages

Each estate planning package includes the following documents and services: Durable Power of Attorney with Affidavit of Agent and Notices, Healthcare Surrogate Designation and Living Will with Universal HIPPA Release, in-office signing, return of your originals, and a flash drive with electronic copies.

Basic

  • Will - straightforward with outright distributors only (no trusts)
Individual: $1,100
Couple: $1,600

Intermediate

  • Will - complex, including minor’s trust or other more complicated distribution plans
Individual: $1,500
Couple: $2,000

Advanced

  • Revocable Living Trust and associated supporting documents
  • Limited Power of Attorney for Real Properly
  • One deed included; additional $150 / each
  • Trust Notebook
  • First year of Docubank membership included
  • Up to 1 hr. consultation with financial planners
  • Second flash drive with electronic copies
Individual: $2,500
Couple: $3,500

Premium

  • All of the benefits of the Advanced Plan, plus…
  • As-needed consultation with financial/tax professionals involved in your planning
  • Up to 2 amendments or changes within first year at no charge
  • Two deeds included; additional $150/each
  • Up to 2 hours continuing consultation for you or your family members
  • Free identification process for long-distance family members requesting copies of your documents
  • Pre-Long Term Care Consultation
Individual: $3,000
Couple: $4,500

Add-ons

Choose your plan, then choose any additional services.

Funding Assistance

Billed Hourly

We will assist you every step of the way in transfering your assets into a trust or changing beneficiary designations on assets for a will-based plan. Although you will have to sign beneficiary change documents, we will take care of the rest - contacting financial institutions, gathering and filling out forms, discussing the changes with financial institutions as needed, delivering all necessary paperwork to your financial institutions, and confirming changes were made properly after funding.

Kids Care Plan

$900

A detailed set of documents outlining your desires for your children if you become incapacitated or pass away while they are still minors. The plan addresses many issues that are not addressed within the limits of traditional estate planning documents, such as education, religion, and other values; temporary and permanent guardians and trustees are designated in great detail; advanced provisions within your will or trust as to succession of guardians and trustees; private statements as to your desires regarding your children’s caregivers.

Pre-Long Term Care Evaluation

$800/$950

A detailed analysis, in writing, of all of your assets and what your choices are if you need Medicaid or VA benefits in the future, plus special attention to long-term care planning issues in your estate planning documents. Your power of attorney and will or trust would be geared toward making a Medicaid application run smoothly; we would provide in-depth assistance with any probate avoidance issues; and advise you on gifting and other pre-planning tactics that may reduce your liability in the future. Also includes an hour-long follow-up consultation (in addition to your document signing meeting) to discuss the analysis and options.

Young Adult Package

$400

For adult children of current or past estate planning clients, who are ages 18 to 30, we offer a discounted package including a Combination Living Will and Health Care Surrogate Designation with HIPAA Release and Durable Power of Attorney with Affidavit of Agent and Notices to signer and agent, as well as direction on avoiding probate as they build their assets. + $300 for additional child in the same family (siblings).

Travel

$250 & up

We can execute your documents in the comfort of your own home, office, or healthcare facility if needed or desired. Travel fee includes one or two witnesses (depending on documents being signed) and notary traveling to your location. Additional details will be available to you during your consultation.

Single Documents

Base fees include: all documents, in-office signing, and return of your original documents.

Lifetime Documents Set

Durable Power of Attorney with Affidavit + Notices & Healthcare Surrogate Designation + Living Will + Universal HIPPA Release

Individual: $500
Couple: $750

Durable Power of Attorney with Affidavit and Notices

Individual: $300
Couple: $450

Healthcare Surrogate Designation and Living Will with Universal HIPPA Release

Individual: $300
Couple: $450

Last Will & Testament - Simple

with outright distributions

Individual: $500
Couple: $750

Last Will & Testament - Complex

with complicated distribution or minor’s trusts

Individual: $700
Couple: $1,000

Enhanced Life Estate Deed or Quit Claim Deed

(includes recording fee up to $30)

$225 with estate planning package
$300 without estate planning package

Codicil or Trust Amendment

(depending on complexity and number of sections revised)

$300-500+