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ESTATE PLANNING

Thoughtful planning. Clear documents. Flat fees.

Estate planning isn’t just about documents—it’s about making things easier for the people you care about. I offer clear, flat-fee estate planning focused on family protection, practical outcomes, and long-term clarity.

Most services are offered at flat rates, with payment plans available.

CORE ESTATE PLANNING DOCUMENTS

Simple Individual Will

$600

Includes:

  • Last Will and Testament

  • Basic distribution instructions

  • Executor designation

Best for individuals with straightforward estates.

Reciprocal Wills (Couples)

$1,000

Includes:

  • Two coordinated wills

  • Spousal planning and contingencies

  • Executor and guardian designations

Financial Power of Attorney

$400

Includes:

  • Durable financial power of attorney

  • Immediate or springing authority options

Healthcare Directive & Living Will

$400

Includes:

  • Healthcare power of attorney

  • Living will / end-of-life instructions

HIPAA Authorization

$150

Includes:

  • Medical information release authorization

ESTATE PLANNING PACKAGES

Basic Estate Plan

$1,500

Includes:

  • Will

  • Financial Power of Attorney

  • Healthcare Directive

  • HIPAA Authorization

  • Digital asset instructions

Best for individuals seeking comprehensive baseline protection.

Family Estate Plan

$2,000

Includes:

  • Reciprocal wills

  • Guardianship planning for minor children

  • Financial and healthcare powers of attorney

  • HIPAA authorizations

Best for couples and families with children.

TRUST-BASED PLANNING

Revocable Living Trust (Individual)

$2,250

Includes:

  • Revocable living trust

  • Pour-over will

  • Trust instructions and overview

Revocable Living Trust (Married Couple)

$3,000

Includes:

  • Joint revocable trust

  • Pour-over wills

  • Coordinated spousal planning

Trust-Based Estate Plan (Comprehensive)

$3,750

Includes:

  • Revocable living trust

  • Pour-over wills

  • Financial and healthcare powers of attorney

  • HIPAA authorizations

  • One trust-funding deed included

  • Trust funding checklist

Best for property owners, business owners, and blended families.

SPECIALTY & SUPPORTING SERVICES

Guardianship Planning (Stand-Alone)

$500

Includes:

  • Guardian nominations

  • Contingency planning for minor children

Special Needs / Supplemental Needs Trust (Basic)

$2,500

Includes:

  • Trust drafting

  • Coordination with existing estate plan

Estate Plan Review & Update

$400

Includes:

  • Review of existing documents

  • Written recommendations for updates

Deed Preparation & Recording

$300 per deed

Includes:

  • Deed drafting

  • Recording coordination

THE RED BINDER

All estate planning packages may be organized into a Red Binder—a physical or digital system designed to make your plan easy to access and understand when it matters most.

PAYMENT PLANS

Most estate planning services may be paid over time. Payment options are confirmed after intake and before work begins.

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