How we get paid
We are committed to providing you with high quality legal representation. We want you to know all about the costs and value you will receive.
Estate Planning Packages
We offer three levels of planning to suit your various needs. Whether you are single, married, married with children, or a blended family, we want you to have yourself and your loved ones taken care of. As a new client, we spend a lot of time getting to know you and your family's needs. We reserve the right to change prices at our discretion. Prices are estimates only and may be subject to change unless we have entered into a client-attorney agreement. Your estate plan is unique to you and we don't want you to pay for anything you don't need. In general, our estate plans cost between $5,000-$7,500.
Trust-Based Plans
For the family or individual who...
Wants the assurance and peace of mind of knowing that their family wealth will be passed on to their children or heirs with the most ease and convenience possible, without court involvement or unnecessary delays. This is also for those who want lifetime incapacity protection, maintenance of privacy, and the reduction of the financial burdens on their families following their death.
Your plan provides the peace of mind knowing that you have documents that are immediately available to protect you in the event of incapacity.
This plan keeps your loved ones out of court, keeps your affairs completely private, and avoids burdening your family with the costs of probate following your death. Includes revocable living trusts, medical powers of attorney and advanced directives, pour-over wills, and protective provisions for minor children. Asset transfers (trust funding) will be handled by you, with guidance from us.
Wealth Preservation Planning
For the family or individual who...
Needs sophisticated tools to plan for the transfer of business interests, protection from creditors, creation of additional trusts such as standalone retirement trusts, irrevocable life insurance trusts, and asset protection trusts.
Your plan provides for additional asset protection and sophisticated estate and tax planning strategies.
This plan includes everything in the revocable living trust plan, plus additional trusts or business entities. Asset transfers will be handled by you, with guidance from us.
Will-Based Plans
For the family or individual who...
Understands that their estate will likely be subject to the legal process called probate if there is a death, wants to guarantee that their minor children are taken care of, wishes to appoint individuals to make medical and financial decisions on their behalf when they are unable to act.
Your plan includes wills, medical powers of attorney and advanced directives, financial powers of attorney, and protective provisions for minor children.
You wills may be drafted to create trusts at your death to protect property, accounts, and other assets for the people you love.
Supplemental Estate Planning Tools
We provide additional planning tools that may be added-on to a will-based or trust-based plan, or selected as a stand-alone service.
Paying For Your Plan
You can choose a payment plan that works for you. Some clients pay half upfront, and half at signing. Some clients pay a small portion monthly. If you stretch out your payments, it will take longer to complete your plan. You will not receive the final documents to sign until all payments are made. A longer payment plan creates a risk that something might happen to you before your plan is complete.
We recognize the tremendous need for estate planning. No one wants to pay more than they have to and everyone wants the best value for their money.
We understand that hiring an attorney to prepare your estate plan is a investment. The cost of an estate plan will be significantly less than the cost of not planning. Most people pay less for an estate plan than a family vacation on a moderate budget.
Business Planning Options
I am a small business owner. I want to help other small business owners establish, plan, and protect themselves and their business.
Essential
Initial Business Consultation
$349 /hour
- Evaluate business planning goals and concerns
- Recommend business planning tools
- Initiate business legal planning services
Best Value
Business Maintenance Plan
$449 /month
- Ongoing Monthly Business Support
- 90 minutes of 1:1 attorney time
- Call backs within 4-5 business hours
Additional Information on Pricing
We have created our pricing plans for you considering value, effectiveness, and security. When we meet to discuss your unique needs, we will review the pricing plans with you and you will pick your price based on your budget the the planning options that are most important to you.
It is difficult to provide the exact cost of your plan without an initial consultation and more information about what is most important to you, your business, and your family.
There is no one-size-fits-all choice. These are not simply fill-in-the-blank documents. We have created a process to educate you thoroughly and effectively, so you make empowered, informed choices about what you want for yourself and those you love. We want to take into consideration your emotions surrounding this process, your values, and unique family dynamics.