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 & Trust
Effective and simple, flat-fee service for clients who need a basic Will and Trust.
$1,599 /Flat Fee
✓ Comprehensive Legal Review
✓ Revocable Trust Drafting / Revising
✓ Pour-Over Will Drafting / Revising
✓ Powers of Attorney
✓ 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
✓ Comprehensive Legal Review
✓ Revocable Trust Drafting / Revising
✓ Pour-Over Will Drafting / Revising
✓ Powers of Attorney
✓ Trust Funding & Execution Guidance
✓ Guidance & Solutions for Unique Circumstances
✓ Professional Service Coordination
✓ Annual Reviews Available ($249)
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.
