We will draft a comprehensive estate plan tailored to your needs for a flat fee with no hidden charges.  Plans for single people start at $1,600.00 and plans for married couple start at $2150.00. The following items are included in the flat fee:

  • Initial meeting,
  • Preparation of the following documents:
    • A “Family/Revocable Trust”
    • Pour-over will
    • Durable Power of Attorney for Finance
    • Advance Health Care Directives
    • Medical privacy release (HIPAA)
  • Brief telephone calls about your estate plan
  • Minor changes to the draft documents-examples: changing agent names “filling in some blanks”
  • Schedules of your trust and non-trust assets
  • Trust transfer deed and a Preliminary Change of Ownership Report for your residence
  • Preparation of final documents for you to sign,
  • A meeting to sign documents in our office
  • Notary fees for documents prepared
  •  An additional copy of your documents along with your originals