Packages

Available Add-Ons & Mini-Packages

Will-Based Estate Plan Package

Includes Last WIll & Testament, Power of Attorney for Property, Healthcare Power of Attorney, and HIPPA Release.

Price: $500 (individual), $900 (couple)

Simple Trust Estate Plan Package

Includes Pourover Will, Revocable Living Trust, Power of Attorney for Property, Healthcare Power of Attorney, HIPPA Release, and Deed to Trust.

Price: $1,250 (individual), $2,250 (couple)

Additional Transfer Instrument (Deed to Trust, Transfer on Death Instrument)

The Trust Package includes one transfer instrument. Each additional instrument is charged at the flat fee rate below.

Price: $250

College Student Preparedness Package

For parents with children headed off to college or moving away for the first time, this package includes the necessary power of attorney forms and waivers to ensure that, in case of an emergency, you have the documentation in place to step in and be able to communicate with any medical facility or doctor's office.

Price: $250

Pet Trust Add-On

A Pet Trust allows you to make sure your pets are cared for after you pass by designating a caregiver, setting aside funds for pet care, and designating where any remaining funds go after your pet passes away.

Price: $250

Advanced Trust-Based Estate Planning

Some estate planning goals or needs cannot be achieved through a simple trust. In those situations, we will discuss options at your consultation. For advanced plans, my billable rate is $275 an hour. While its difficult to predict how long these advanced plans will take to complete, individuals can expect total costs in the range of ~$1,500 - $2,500 and couples ~$3,000 - $4,500.