Estate Planning

For most people, estate planning is generally designed to solve three problems: ensuring your assets go where you want them to go, appointing an agent (power of attorney) to make financial and/or medical decisions if you can't make them yourself, and help avoid the probate process. Our pricing is up front and never a surprise.

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Estate Planning Pricing*

Trusts and Wills

Living Trust Package

$849

Includes the trust, will, powers of attorney, living will, deed for a primary residence, and other documents that support the estate plan.

Will Package (for single individual)

$499

Includes will, financial POA, medical and mental health care POA, and living will.

Will Package (for couple)

$599

Includes will, financial POA, medical and mental health care POA, and living will, for both parties.

Powers of Attorney

POA Package (for single individual)

$249

Includes durable financial, medical and mental health care POA's and living will.

POA Package (for couple)

$299

Includes durable financial, medical and mental health care POA's and living will for each party.

Beneficiary Deed

Beneficiary is a "transfer of death" document for real estate.

Beneficiary Deed

$199

Does not include county recorder fee which is $30 as of July, 2024.

*Additional fees may apply if additional documents are required. This might include more than one piece of real estate, business entity modifications, or unusual number of financial accounts. All pricing is disclosed at the first appointment, once all information is gathered.

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