Clear, Straightforward Pricing

We offer flat-fee pricing for many estate planning services, providing clarity and predictability from the start.

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Thoughtful planning for your family and future.

No two families, estates, or planning goals are exactly alike. Whether you’re planning for the future, administering a loved one’s estate, or navigating long-term care concerns, we provide practical legal guidance tailored to your needs and circumstances.

Our process is designed to be straightforward and collaborative. We begin by learning about your goals, family circumstances, and concerns. From there, we recommend an appropriate plan, prepare the necessary documents, and guide you through signing and implementation.

The following sections describe our most common services and their associated fees. If your matter requires services beyond those listed, we’ll discuss the scope of representation and any additional fees with you in advance.

    • Starting at $2,000 for individuals and $2,500 for couples

    • For couples, this includes a joint living trust and related estate planning documents for each spouse

    • Includes:

      • Revocable Living Trust

      • Pour-Over Will

    • Best suited for clients seeking a trust-based estate plan without additional incapacity-planning documents

    • Starting at $3,000 for individuals and $3,500 for couples

    • For couples, this includes a joint living trust and related estate planning documents for each spouse

    • Includes:

      • Revocable Living Trust

      • Pour-Over Will

      • Durable Financial Power of Attorney

      • Medical Power of Attorney

      • Living Will

      • Declaration of Disposition of Last Remains

    • Best suited for clients seeking a comprehensive estate plan centered around a living trust

    • Starting at $2,500

    • Includes preparation of a Qualified Income Trust, also known as a Miller Trust, and guidance regarding trust funding and administration

    • Best suited for clients whose monthly income exceeds applicable Medicaid eligibility limits and who need a trust to establish eligibility for long-term care Medicaid benefits

    • Starting at $3,500

    • Includes preparation of either a first-party or third-party Special Needs Trust and guidance regarding trust funding and administration

    • Best suited for:

      • Individuals under 65 with disabilities who have received an inheritance or legal settlement; or

      • Families seeking to provide long-term financial support for a loved one with disabilities while helping preserve eligibility for means-tested public benefits

    • Starting at $5,000

    • Includes preparation of a Medicaid Asset Protection Trust and guidance regarding trust funding and administration

    • Best suited for clients who want to preserve assets for themselves and their loved ones while positioning themselves for potential Medicaid eligibility

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