Estate planning isn’t about filling out forms. It’s about making sure the right people are protected, the right decisions are made if you can’t speak for yourself, and your family isn’t left trying to untangle a mess later.

For that reason, most of our services are offered at flat, transparent fees, not hourly billing — so you know what to expect before we begin.

Flat-Fee Planning for Individuals & Families

Most clients begin with a foundational estate plan designed to address:

• Distribution of assets at death
   
• Guardianship planning for minor children
   
• Incapacity planning (financial and medical decision-making)
   
• Avoiding unnecessary probate where appropriate
   

Flat-fee pricing typically starts at $2,000, depending on family structure and planning needs.

This includes attorney-drafted documents and individualized counseling — not online forms or one-size-fits-all templates.

Veterans and first responders may qualify for preferred program pricing.
 

Flat-Fee Modules for Common Advanced Planning Needs

Some planning goals require irrevocable trusts or more advanced legal structures. Many of these are standardized enough to be offered at flat fees, while still allowing for customization.

Common examples include:

• Special Needs / Supplemental Needs Trusts
   
• Medicaid Asset Protection Trusts
   
• Asset Protection Trusts
   

Most standard irrevocable trust planning is offered at flat-fee pricing, typically ranging from the mid-$3,000s to mid-$5,000s, depending on complexity, assets involved, and family circumstances.

If additional complexity arises, pricing is clearly discussed before any work begins.

Veterans and first responders may qualify for preferred program pricing on many standard irrevocable trusts.
 

Quoted Individually After Consultation

Some estate plans are highly customized by nature and require individualized design, coordination with tax professionals, or advanced asset-structuring strategies.

These may include:

• Spousal Lifetime Access Trusts (SLATs)
   
• Irrevocable Life Insurance Trusts (ILITs)
   
• Complex gifting or tax-planning strategies
   
• Multi-entity or multi-state planning
   
• Business succession planning
   

These matters are quoted individually after consultation, once the scope and planning goals are clearly understood.

As a veteran-owned practice, we are proud to offer a dedicated estate planning program for veterans, active-duty service members, and first responders.

This program provides:

• Purpose-built estate planning for service families
   
• Transparent, flat-fee pricing
   
• Preferred program rates on many standard planning services
   

Exact pricing under the program depends on the type of planning involved and is discussed during consultation.

Every estate plan begins with a conversation.

During your consultation, we will:

1. Identify your planning goals
    
2. Determine the appropriate level of planning
    
3. Clearly explain scope and pricing before moving forward
    

There are no surprises, no pressure, and no unnecessary complexity.

Schedule a consultation to discuss your situation and determine the right plan for you.