Estate Plans

I believe in clarity and honesty – not the billable hour. Therefore, I never charge you for communicating with me about your estate plan. I only charge flat, upfront fees and offer the following packages:

Starting at $3,500

For single individuals or couples with straightforward goals.

Includes:

  • Revocable Living Trust

  • Pour-Over Will(s)

  • Power of Attorney

  • Advance Healthcare Directive

  • HIPAA Authorization

  • Trust Funding Instructions

Basic

Starting at $6,000

For families with growing assets and families with minor children, blended dynamics, or unique wishes.

Includes everything in Basic, plus:

  • Custom Guardianship Designation

  • Trust Planning for Minor Children (including staggered distributions or lifetime trust options)

  • Limited Schedule of Assets Review + Title Coordination

  • Basic Tax Planning Integration (AB/ABC Trust structure where appropriate)

Advanced

Starting at $8,000

For high-net-worth individuals, business owners, or families with complex structures and long-range planning needs.

Includes everything in Advanced, plus:

  • Advanced Tax Planning (e.g., Disclaimer Trusts, GPOA, Conditional Gifting)

  • Business Succession Guidance

  • Charitable Gifting Provisions (DAFs, CLATs, etc.)

  • Multiple Real Property Coordination (Title Transfers)

  • Optional Strategic Entity Review (LLCs, LPs, S-Corps)

  • Legacy Letter or Ethical Will (optional)

Elite