Set up a consultation for a customized recommendation for your estate planning goals. Consultation fees are credited to the total flat rate fee.
The consultation can be conducted in person or via Skype. Some evening appointments are available.
Will, Healthcare Proxy, Power of Attorney: $900 single; $1,200 couple
These three estate planning documents are offered as a package because most clients require all three.
For those couples who are able to meet at the same time, these documents are offered at a discount. Although the initial meeting may be via Zoom the final meeting must be in person. During the pandemic, we have been observing social distancing and mask wearing requirements. Clients remain in their cars and our staff meets them outside for witnessing documents.
Trusts: Starting at $800
Because there are so many different types of trusts, tailored to different circumstances, the basic flat rate may be adjusted if clients have greater needs. Clients will receive a rate quote after the initial consultation.