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WILLS & TRUSTS

When You Need This Service

Life Change

After significant life changes like marriages, divorces, or deaths.

Health Issues

You or a spouse has a serious change in their health.

Growth Management

Your estate has grown significantly or has become complex.

Children

You have welcomed a child into your life.

Financial Change

There has been a sizable financial change such as inheritances, large investments, or starting a business.

Packages & Pricing

Select the package option that is right for your situation. Then schedule a commitment-free consultation with a lawyer.

Standard Will

Effective and simple, flat-fee service for clients who need a basic Will.

$699 /Flat Fee

 âœ“  Comprehensive Legal Review
 âœ“  Revocable Trust Drafting / Revising
✓  Execution guidance
✓  Powers of Attorney

✓  Annual Reviews Available ($60)

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Standard Will & Trust

Effective and simple, flat-fee service for clients who need a basic Will and Trust.

$1,599 /Flat Fee

 âœ“  Comprehensive Legal Review
 âœ“  Revocable Trust Drafting / Revising
 âœ“  Pour-Over Will Drafting / Revising
 âœ“  Powers of Attorney
 âœ“  Trust Funding & Execution Guidance
✓  Annual Reviews Available ($120)

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Complex Will & Trust

In-depth, flat-fee service for clients who have more complex issues requiring a more comprehensive and detailed Will and Trust.

$1,999 /Flat Fee

 âœ“  Comprehensive Legal Review
 âœ“  Revocable Trust Drafting / Revising
 âœ“  Pour-Over Will Drafting / Revising
 âœ“  Powers of Attorney
 âœ“  Trust Funding & Execution Guidance
 âœ“  Guidance & Solutions for Unique Circumstances
 âœ“   Professional Service Coordination

✓  Annual Reviews Available ($249)

Custom

Looking for something more specific? We offer bespoke custom products to meet your specific needs.

Lets Talk!

✓  Specialized Support

✓  Priority Communications 

✓  Additional Services

✓  Custom Rates

What Are Wills & Trusts?

Death is the great equalizer, and the one thing we all have in common. But what happens afterwards depends entirely on whether or not you planned ahead. A simple Will and Trust can be the difference between a quick and easy transfer of your estate exactly as you want, or emotionally destructive family feuds and years of expensive probate court where your estate may end up in the wrong hands or wasted on legal fees. While having legally effective and up-to-date Powers of Attorney and Advance Directives in place before you need them is vital to avoid delays in treatment and uncertainty about critical choices. Don't leave it up to chance. 

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