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Estate Plan Pricing:

I work hard to provide a full-service package that you would get at a large firm at a reduced price. A good estate plan can stand the test of time and is an investment in your future.

I offer the following base packages that are suitable for most families.

My trust package is $2,000 and includes the following documents:

  • Revocable trust
  • Trust Summary
  • Funding Instructions
  • Certificate of Trust
  • Name and Fiduciary Summary
  • 2 Wills
  • 2 Power of Attorneys
  • 2 Advance Health Care Directives
  • 2 Personal Property Memorandums
  • 2 Memorial Instructions
  • 2 Assignments of Personal Property
  • 1 Warranty Deed to transfer property

My will package is $1,000 and includes the following documents:

  • 2 Wills
  • 2 Power of Attorneys
  • 2 Advance Health Care Directives
  • 2 Personal Property Memorandums
  • 2 Memorial Instructions

A discount of 15% is offered for teachers, first responders, and active or retired military.

Probate:

I offer two options for uncontested probate matters:

Option 1: I charge an hourly rate of $300 for my time spent working on your case.

Option 2: I charge a flat fee of $2,000 that covers all necessary work to get a signed order appointing you as personal representative and dealing with creditors. If your case becomes contested and litigation is required, additional fees will be charged.

Guardianship:

I offer two options for uncontested guardianship matters:

Option 1: I charge an hourly rate of $300 for my time spent working on your case.

Option 2: I charge a flat fee of $2,000 that covers all necessary work to get a signed order appointing you as a guardian and conservator. If your case becomes contested and litigation is required, additional fees will be charged. If you need me to represent an incapacitated person, I charge a flat fee of $1,000 dollars.

All payments are due before I begin work on a case. Flat fees include court costs and other expenses.

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