Plans & Fees

Estate Planning Services
I believe in being up front and transparent about my legal fees. Each estate plan is based upon my time investment to build a foundation for you. Each plan includes all planning sessions, phone calls and emails, the documents detailed below, a review/signing session, and any necessary follow up. At our initial planning session, I will outline a variety of additional planning options based upon you, your family, your concerns and wishes, and your assets. As we build your estate plan together, I will clarify whether there will be any additional fees involved.

Will plans for individuals

Will plans for individuals begin at a flat rate of $1,500.

Will plans for couples

Will plans for couples begin at a flat rate of $2,000.

Living Trust plans for individuals

Living Trust plans for individuals begin at a flat rate of $1,750.

Living Trust plans for couples

Living Trust plans for couples begin at a flat rate of $2,250.
Will Plans
Every Will plan will include the following:
Living Trust Plans
Every Living Trust plan will include the following:

Simple Estate plan for individuals

Simple Estate plans for individuals begin at a flat rate of $750.

Simple Estate plan for couples

Simple Estate plans for couples begin at a flat rate of $1,000.

Powers of Attorney plan for individuals

Powers of Attorney plans for individuals begin at a flat rate of $500.

Powers of Attorney plan for couples

Powers of Attorney plans for couples begin at a flat rate of $750.

Simple Estate Plans

Every Simple Estate plan will include the following:

Powers of Attorney plans

Every Powers of Attorney plan will include the following:

Additional Estate Planning services

I also offer standalone Estate Planning services, including Estate Plan funding, deed preparation, Will codicils, Living Trust amendments, Living Trust restatements, powers of attorney, and healthcare directives. I will provide you with either a flat rate quote or an estimate based upon my hourly rate of $250 during our initial planning session for any additional Estate Planning services.

Business Planning Services
Each business plan is based upon my time investment to establish the business model that best meets your needs. Each plan includes all planning sessions, phone calls and emails, the documents detailed below, a review/signing session, and any necessary follow up.

Limited Liability Companies

LLC plans begin at a flat rate of $1,000.

Corporations

Corporation plans begin at a flat rate of $1,250.

Non-Profit Formation

Formation of a Non-Profit begins at a flat rate of $3,000

LLC Business Plan

Every LLC business plan will include the following:
Corporation Business Plan
Every Corporation business plan will include the following:
Non-Profit Formation
Formation of a Non-Profit will include the following:
Additional Business Planning services
I also offer standalone Business Planning services, including deed preparation, amended Articles of Organization/Incorporation, annual record book reviews, annual minutes preparation, name search and review for name changes or assumed names, and business succession planning services. I will provide you with either a flat rate quote or an estimate based upon my hourly rate of $250 during our initial planning session for any additional Business Planning services.

Trust & Probate Administration Services

All Trust Administration and Probate Administration services are billed at my hourly rate of $250.