Base Pricing, Upgrade Options, A la Carte Pricing

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Base Pricing

Trust Package.  The Essential Trust Package Plan includes the following critical estate planning documents: 1) Revocable Living Trust; 2) Pour Over Will; 3) Advance Health Care Directive with HIPAA/CMIA Release; 4) Financial Durable Power of Attorney; 5) ^Grant Deed to Transfer Realty to Trust; 6) PCOR; 7) Assignment of Personal Property to Your Trust; and 8) Secure E-Delivery through online client portal for convenient downloading.  Please read below regarding notary fees.  

Essential Trust Package Pricing is as Follows: 

  • $895.00 for married clients  ($1395.00 with Platinum Upgrade Package - see below for details)
  • $695.00 for single clients
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Will Package.  The Essential Will Package Plan includes the following critical estate planning documents: 1) Last Will and Testament; 2) Advance Health Care Directive with HIPAA/CMIA Release;  3) Financial Durable Power of Attorney; and 4) Secure E-Delivery through online client portal for convenient downloading.  Please see below regarding notary fees.

Will Package Pricing is as Follows: 

  • $695.00 for married clients
  • $495.00 for single clients

^Does not include title research.

Upgrade Option Pricing

Trust Plan Upgrades

  • Silver Upgrade:  Documents printed and mailed to client for additional $75.00. 
  • Gold Upgrade*:   In-office signing (documents printed & notarized**), documents scanned into secure client portal, documents placed in tabbed binder, & grant deed recorded by Office for additional $250.00.
  • Platinum Upgrade*:  Gold Upgrade Package PLUS One Hour of Trust Funding for additional $500.00 (does not include out-of-state realty interests). 

Will Plan Upgrades

  • Silver Upgrade:  Documents printed and mailed to client for additional $75.00. 
  • Gold Upgrade*:   In-office signing (documents printed & notarized**), documents scanned into secure client portal, & documents placed in tabbed binder for additional $250.00. 

A La Carte Pricing (Note - a la carte items delivered by E-Delivery Only) 

  • $200.00 per Financial Power of Attorney (+ $50.00 for E-Delivery).  Total = $250.00
  • $200.00 per Advance Health Care Directive (+ $50.00 for E-Delivery).  Total = $250.00
  • $200.00 per Last Will and Testament (+ $50.00 for E-Delivery).  Total = $250.00
  • $400.00 per Trust for Single Settlor (+ $50.00 for E-Delivery)  Total = $450.00
  • $600.00 per Trust for Married Settlors (+ $50.00 for E-Delivery)  Total = $650.00
  • $50.00 per Client Portal for E-Delivery (Mandatory)

Notary Fees

Bear in mind that you will also have to pay notary fees, unless you elect the Gold/Platinum Upgrade package and come to the Office to sign your documents.  However, if coming to the Office is not possible, I've taken every step possible to reduce your notary fees through the intake form process.  

*Limited availability, call/e-mail for details.

** Notary fees can be approximately $60.00 to $120.00, so the applicable upgrade options above can provide immediate cost effectiveness.