Pricing

The cost of estate planning is far outweighed by the financial benefits.  Just reading the information on this site, or in my book “Secrets of Excellent Estate Planning” could be worth thousands of dollars.

Not to mention the amount of time and trips to court your plan can save you and your family.

Planning ranges from $475.00 to $3,000 or more, depending on how complex the plan, if trusts are involved, and more factors.

Included in Every Plan

  • Time taken to give your unique case the attention it deserves
  • An Attorney Does ALL THE WORK – Not a paralegal or secretary
  • Unlimited phone calls, email, and meetings during the planning process
  • Answers to your questions after the plan is done
  • Guidance on choosing the people for important roles in your plan
  • Answer all your questions before, during, and after
  • Current knowledge
  • Local legal advice
  • The comfort of having a trusted family attorney your family can count on now and in the future

Here is my basic pricing:

Silver Plan

What’s in the Silver Plan?

  • Durable Power of Attorney +
  • Healthcare Durable Power of Attorney +
  • Medical Information Releases/Waiver +
  • Living Wills (Advance Directive) +
Couple $600
Single $475

Gold Plan

  • No-Fee Benefits Session and any other needed meetings before any work is done
  • The originals are bound in a binder for your convenience
  • And everything in the Silver Plan

What’s in the Gold Plan?

  • Will(s) +
  • Beneficiary Deed +
  • Durable Power of Attorney +
  • Healthcare Durable Power of Attorney +
  • Medical Information Releases/Waiver +
  • Living Wills (Advance Directive)
Couple $1200
Single $900

Platinum Plan

  • Guidance on choosing guardians for children
  • Nomination of guardians for up to two children
  • All Estate Planning Documents, Including
  • Transfer your home to your Trust
  • Transfer all personal belongings (not accounts or money) to your Trust
  • Teach you how to add your assets to the trust
  • First update free within 5 years
  • All fees and costs included in the price – no surprises
  • Filing documents in the proper places
  • And everything in the Gold Plan

What’s in the Platinum Plan?

  • Will(s) +
  • Beneficiary Deed +
  • Durable Power of Attorney +
  • Healthcare Durable Power of Attorney +
  • Medical Information Releases/Waiver +
  • Living Wills (Advance Directive)
Couple $3000
Single $2250

Ala Carte

Couple Individual Notes
Beneficiary Deeds  $250.00  $250.00 Includes filing fee
Durable Power of Attorney  $400.00  $275.00
First Party SNT per person  $2,500.00  $2,500.00
IRA Trust  $2,500.00  $2,500.00
Medical Powers of Attorney  $115.00  $75.00
HIPAA Authorization  $115.00  $75.00
Quit Claim Deed  $ 300.00  $300.00 Includes filing fee
Third Party SNT  $2,500.00  $2,500.00
Irrevocable Trust  $2,500.00  $2,500.00
Pooled Trust  N/A  $750.00
Simple Will  $400.00  $300.00

Guardianships

Uncontested guardianships start at $1,500 plus filing fees.

For contested guardianships, the fee is $1,500 plus hours worked plus filing fees.

Probate

Probate can be by the hour or percentage.  If by the hour, it is $200/hour.  The percentages are set by statute.  For most estates, hourly works out better.

For a small estate, the fee is 1.5% of the estate with a $1,000 minimum.  Or we can arrange it by the hour, again with a $1,000 minimum.  Time has told me it takes 5 to 6 hours minimum to do a small estate properly.

The Cut Rate

Can you get the work done for less (and much more…)?  Yes you can.  I bet if you price shop, then you will be able to find somebody in the area that will work for less… But is that lawyer on the cutting edge of malpractice?  Will the attorney be able to give your unique situation the time it deserves?

Ask all of these questions

  • Do you specialize in estate planning?
  • Do you do ALL of the work personally? Or do you have a secretary or paralegal do the work?
  • What do I get for your price? Do I get drafts for review?
  • Do you help me re-title my assets?
  • Is your fee a fixed fee or are there other costs?

Additional Pricing

We know there is no such thing as a one size fits all plan when protecting you and your family.  Because of this, we can tailor a package to fit each family’s needs.

Which option do think will be best for you where you will get the result you are looking for?