Estate Planning Documents and Services
Our estate planning documents and services are listed on this page. Please schedule a consultation for help to choose the best option for your situation.
Core Estate Plans:
Your Best Estate
Planning Value
- Core Estate Plans are the best way to create a comprehensive estate plan at the lowest cost.
- Save up to 50%
when compared to the cost individual documents and services.
| Core Estate Plan | Single | Joint | |
|---|---|---|---|
| Plan 1 | Basic Estate Plan | $1,450 | $1,850 |
| Plan 2 | Probate Avoidance Plan | $2,150 | $2,550 |
| Plan 3 | Living Trust Plan | $2,850 | $3,250 |
Special Purpose Trusts:
For Targeted Objectives
Trusts are incredibly flexible and can be designed for almost any purpose. The Special Purpose Trusts listed in the table below are our most popular solutions to achieve specific estate planning objectives. Click on any option to explore further.
| Type of Trust | With Core Estate Plan | Without Core Estate Plan | |
|---|---|---|---|
| 1 | Special Needs Trust | $1,450 | $1,950 |
| 2 | Cottage Trust | $1,450 | $1,950 |
| 3 | Life Estate Trust | $1,450 | $1,950 |
| 4 | SBO Trust | $1,950 | $2,450 |
| 5 | Medicaid Trust | $1,950 | $2,450 |
| 6 | Gift Trust | $1,950 | $2,450 |
| 7 | Domestic Asset Protection Trust | $1,950 | $2,450 |
| 8 | Family Asset Protection Trust | $1,950 | $2,450 |
Individual Documents:
Update Your Plan
Individual documents are a great way to keep your estate plan up to date. You may select any documents or services from the table below. If you don't see what you need here, please reach out.
| Document | Fee | |
|---|---|---|
| 1 | Estate Planning Consultation | $275 |
| 2 | Revocable ("Living") Trust | $1,750 |
| 3 | Revocable Trust Amendment | $475 |
| 4 | Certificate of Trust | $475 |
| 5 | Trust Revocation | $150 |
| 6 | Assignment of State-Titled Property | $150 |
| 7 | Assignment of Personal Property | $250 |
| 8 | Assignment of Business Entity | $250 |
| 9 | Trust Deed | $425 |
| 10 | Ladybird Deed | $425 |
| 11 | General Deed | $425 |
| 12 | Last Will & Testament | $450 |
| 13 | Power of Attorney | $350 |
| 14 | Health Care Directive | $350 |
| 15 | Appointment of Guardian | $200 |
| 16 | Temporary Appt of Guardian | $200 |
| 17 | Appointment of Funeral Representative | $200 |
| 18 | Estate Planning Waiver | $250 |
| 19 | Business Succession Agreement | $3,250 |
| 20 | Marital Agreement | $2,750 |
Notes: The fees in this list are subject to change. A fee agreement must be signed before services are commenced.
Take the Next Step:
Schedule a Consultation
Please schedule a consultation to begin your estate plan. There is no cost to meet with an attorney to discuss our services.