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ESTATE PLANNING PACKAGES 

Customized Plans, Transparent Pricing

We know that clients are searching "how much does a Will cost?" or "how much does estate
planning cost?" before they are ready to schedule with an appointment. We also know this is a
significant factor in choosing an attorney. We value transparency too. 

The Plans below outline our core estate planning packages.  

None of these apply to you? No problem.  Call or e-mail us to determine the right estate plan for you. 

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$975

             

 

          

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Intended for married or committed couples (with adult children or no children) planning for their shared legacy. ​​​​

Includes:

  • Initial in-person or virtual appointment for a comprehensive review of your estate and to design a tailored estate plan for you.

  • Preparation of estate planning documents listed below:

    • Simple will (with or without minor clause for minor grandchildren, etc.)

    • One General and Durable Power of Attorney

    • One Medical Durable Power of Attorney 

    • Living Will

  • In-person signing ceremony to execute your estate planning documents. 

  • Knowledge, guidance and peace of mind from an experienced estate attorney. 

​​

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$1,675

             

 

          

​​

 

Intended for married or committed couples (with adult children or no children) planning for their shared legacy. ​​​​

Includes:

  • Initial in-person or virtual appointment for a comprehensive review of your estate and to design a tailored estate plan for you.

  • Preparation of estate planning documents listed below:

    • Simple "mirror" will for each person (with or without minor clause for minor grandchildren, etc.)

    • One General and Durable Power of Attorney for each person

    • One Medical Durable Power of Attorney for each person

    • Living Will for each person

  • In-person signing ceremony to execute your estate planning documents. 

  • Knowledge, guidance and peace of mind from an experienced estate attorney. 

​​

Young Family

$1,750

             

 

          

​​

 

Intended for married or committed couples (with adult children or no children) planning for their shared legacy. 

​​​​

​*Reduced fee for single parents.

Includes:

  • Initial in-person or virtual appointment for a comprehensive review of your estate and to design a tailored estate plan for you.

  • Preparation of estate planning documents listed below:

    • Simple "mirror" will for each person, including trust language for minors and guardian provisions. 

    • One General and Durable Power of Attorney for each person

    • One Medical Durable Power of Attorney for each person

    • Living Will for each person

  • In-person signing ceremony to execute your estate planning documents. 

  • Knowledge, guidance and peace of mind from an experienced estate attorney. 

​​

Snuggly Siblings

 $2,450
 

             

 

          

​​

 

Intended for married or committed couples with minor children whose top priority is ensuring their children are planned for through Child Protection Planning.​​​​

​*Reduced fee for single parents.

Includes:

  • Initial in-person or virtual appointment for a comprehensive review of your estate and a tailored estate plan.

  • Preparation of estate planning documents listed below:

    • Simple "mirror" will for each person, including trust language for minors and guardian provisions. 

    • One General and Durable Power of Attorney for each person

    • One Medical Durable Power of Attorney for each person

    • Living Will for each person

    • *Plus Child Protection Planning including additional documents to   ensure protection of your minor children in the event of parents' disability,  incapacity, or simply when traveling without the kids (additional fee for three or more minor children).  These documents are tailored towards care during parents' lifetime (as opposed to after parents' death which is typically planned for in a Will). 

  • In-person signing ceremony to execute your estate planning documents. 

  • Knowledge, guidance and peace of mind from an experienced estate attorney. 

​​

LEGACY PLUS+

Optional Services for Enhanced Protection
+$150 to Solo Plan
+ $250 to Couples'/Family Plans

Legacy Plus+ is an add-on option to any plan to include additional documents in your plan. These documents are intended to provide clear guidance for your final disposition, including who should handle your funeral arrangements, and a memorandum to ensure meaningful personal items are passed on to the loved ones you choose.

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