Pricing

Clear pricing. No surprises.

Most of our work is done for a flat fee you agree to before anything starts. Which plan fits you, and what it will cost, is what the consultation is for.

Foundational estate plan

Trust, will, powers of attorney, health care directive, and guardianship nominations, drafted by the attorney and explained to you in plain language.

Advanced trust planning

Protecting a home from care costs, providing for a loved one with a disability, or shielding assets. The standard versions are flat-fee.

Custom and tax-driven planning

Plans built with your tax professional for larger estates, property in several states, or a business.

Every fee is quoted at your consultation and agreed in writing before any work begins.

Veterans and first responders

As a veteran-owned firm we offer preferred rates on standard planning for veterans, service members, and first responders. Ask in your consultation.

Which plan fits you is what the consultation is for.

What happens next

  1. 1Tell us a little about your situationTwo minutes on the contact page, or ask the assistant.
  2. 2Pick a timeWe meet over Zoom, wherever you are.
  3. 3Leave knowing what you need and what it costsThen you decide. No pressure either way.

Consultations are free and carry no obligation.