Flat Fee Estate Planning Packages


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We understand how frustrating it can be to begin the estate planning process with no idea of the cost. To make things easier, we offer several flat-fee estate planning packages based on your needs so you know exactly what to expect!

Will Package

For those owning

no real estate


  • Will
  • Guardian Nomination
  • Financial Power of Attorney
  • Advanced Healthcare Directive
  • HIPAA Authorization
  • Personal Property Addendum
  • Notarization
  • Digital back up copy of all documents











$X Individual

$X Married Couple

Trust Package

For those owning real estate or have minor children


  • Revocable Living Trust
  • Trust Certification
  • Declaration of Trust
  • Trust Summary
  • Schedule of Assets
  • Assignment of Personal Property
  • Personal Property Addendum
  • Pour-over Will
  • Guardian Nomination
  • Financial Power of Attorney
  • Advanced Healthcare Directive
  • HIPAA Authorization
  • Deed transfer for 1 property (primary or investment*)
  • Notarization
  • Digital back up copy of all documents



$XIndividual

$X Married Couple


*County recording fees not included

Trust Restatement For those needing to only

update an existing trust


  • Restatement of your current Trust
  • Trust Certification
  • Declaration of Trust
  • Trust Summary
  • Schedule of Assets
  • Assignment of Personal Property
  • Personal Property Addendum
  • Pour-over Will
  • Notarization
  • Digital back up copy of all documents









$X Individual

$X Married Couple

Trust Add-ons

Customizations or

additional documents


  • In depth distribution customization
  • Business Assignment
  • Beneficiary Right to Occupy Property
  • Additional Deed Transfer (with trust creation)*
  • Standalone Deed Transfer into existing Trust*
  • Affidavit Death of Joint Tenant*
  • Affidavit Death or Change of Trustee*
  • Pet Trust
  • Healthcare and authority documents for minors
  • Young Adult Package (for those just turning 18 or off to college)





X



*County recording fees not included

Although most estates fall under our flat fee pricing above, sometimes specialized clauses or unique situations may incur additional time fees.

Have legal insurance through ARAG or Metlife?


Please contact us with your coverage information and to see if we can assist.