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WILLS & TRUSTS

Packages & Pricing

Select from package options, ensuring you get what you want. Then schedule a commitment free consultation with a lawyer.

Essential
Individual

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

$699 /Flat Fee

✓  Legal Review

✓  Solution Development

✓  Document Review/Drafting

✓  Document Execution

✓  Annual Reviews Available ($149)

Comprehensive
Individual

In-depth, flat-fee service for clients who need a more comprehensive and detailed Will and Trust.

$1,599 /Flat Fee

✓  In-depth Legal Review

✓  Bespoke Solution Development

✓  Comprehensive Documentation

✓  Document Execution

✓  Annual Reviews Available ($249)

Comprehensive
Couple/Joint

In-depth, flat-fee service for couples who need a more comprehensive and detailed Will and Trust.

$1,999 /Flat Fee

✓  In-depth Legal Review

✓  Bespoke Solution Development

✓  Comprehensive Documentation

✓  Document Execution

✓  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. Don't leave it up to chance. 

When You Need This Service

  • Now! Don't leave your family's future and your legacy up to a court and subject to expensive legal fights. 

  • After significant life changes like marriages, divorces, childbirth, deaths, inheritances, starting a business, making large investments, and health changes.

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