Estate Planning

Flat-Fee Packages

INDIVIDUAL PACKAGE

$750

  INCLUDES hour-long consultation developing individualized plan with: 

  • Durable Power of Attorney for Healthcare and Finances
  • Living Will for End of Life Decision-Making (Advance Directive) 
  • Nomination of Guardian
  • HIPAA Privacy Release
  • Digital Asset Planning
  • Last Will and Testament
  • Funeral Planning Declaration
  • Includes  extensive inventory of all property, assistance updating all designations as needed to carry out estate plan automatically at death and avoid the formal court probate process.  

COUPLE PACKAGE

$1,200

  INCLUDES hour-long consultation developing individualized plan with two (2): 

  • Durable Power of Attorney for Healthcare and Finances
  • Living Will for End of Life Decision-Making (Advance Directive)  
  • Nomination of Guardian
  • HIPAA Privacy Release
  • Digital Asset Planning
  • Last Will and Testament
  • Funeral Planning Declaration
  • Includes  extensive inventory of all  property, assistance updating all designations as needed to carry out estate plan automatically at death and avoid the formal court probate process.

LIVING TRUST PACKAGE

$2,500

 INCLUDES extensive consultation developing individualized plan with: 

  • Durable Power of Attorney for Healthcare and Finances
  • Living Will for End of Life Decision-Making (Advance Directive)
  • Nomination of Guardian
  • HIPAA Privacy Release 
  • Digital Asset Planning
  • Last Will and Testament
  • Funeral Planning Declaration
  • Living Trust Agreement
  • Memorandum of Trust
  • Includes one (1) transfer deed

OTHER ESTATE PLANNING

Sometimes complex planning is needed for those who own businesses or family farms, for subsequent marriages and blended/step families.

AFFIDAVITS, CODICILS, TRUST AMENDMENTS, ETC.

VARIES

Call for a free consultation and quote. 


For elderly and disabled clients, I make house calls.  Just let us know. 

QUITCLAIM DEEDS

$250

For transfer of real estate by sale, between family members, etc.

TRANSFER ON DEATH DEEDS

$250

You can name a beneficiary on your house.  I'll help you.

10% DISCOUNT FOR MILITARY, POLICE/FIRE/EMT

Please let us know if you qualify and thank you for your service.