Fee schedule
Flat fees, published up front.
The same price for every client, quoted before you commit.
Plan review
| Package | Married couple | Individual |
|---|---|---|
| Plan Review A free review of your existing plan, or a starting point if you don't have one. | Free | Free |
Planning packages
| Package | Married couple | Individual |
|---|---|---|
| Will-based plan A will-centered plan, with a power of attorney and healthcare directive. | $2,000 | $1,500 |
| + TODD add-on A Transfer on Death Deed that passes your home outside of probate. | $500 | $500 |
| Trust-based plan A plan built around a revocable living trust, with a pour-over will, power of attorney and healthcare directive. Includes the deed moving one property into your trust. | $3,500 | $3,000 |
| + Extra parcel deed Applies when more than one property is being moved into a trust. One fee for each additional property. | $500 | $500 |
| Complex Trust When a standard trust isn't enough: QTIP trusts, blended families, and other plans with more moving parts. | $6,000 | $5,000 |
| POA/HCD Only A power of attorney and a healthcare directive, without a will or trust. | $600 | $500 |
| Trust Restatement A rewrite of the terms of a revocable trust you already have. | $3,000 | $2,500 |
| Codicil or Trust Amendment An amendment to an existing will or trust. | $750 | $750 |
Which package fits depends on your situation. This page is general information, not legal advice.
Ready when you are
Give your family a plan they'll understand too.
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612-314-6711