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.
Estate Plan Pricing:
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.