ESTATE PLANNING - FLAT-FEE PACKAGES

Simple Planning Packages

INDIVIDUAL PACKAGE

Starting at $500

  INCLUDES hour-long consultation developing individualized plan with: 

  • Durable Power of Attorney for Healthcare and Finances
  • Living Will for End of Life Decision-Making
  • Digital Asset Planning
  • Last Will and Testament
  • Funeral Planning Declaration

COUPLE PACKAGE

Starting at $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
  • Digital Asset Planning
  • Last Will and Testament
  • Funeral Planning Declaration

LIVING TRUST PACKAGE

Starting at $2,250

 INCLUDES hour-long consultation developing individualized plan with: 

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

OTHER ESTATE PLANNING

For those who own businesses or farms, for subsequent marriages and blended families, for other reasons sometimes complex estate planning is necessary.

QUITCLAIM DEEDS

$200

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.

AFFIDAVITS, CODICILS, TRUST AMENDMENTS, ETC.

VARIES

Call for a free consultation and quote. 


For elderly and disabled clients, I make house calls.