Plans & Fees
Estate Plans
I believe in being up front and transparent about my legal fees. Each estate plan is based upon my time investment to build a foundation for you. Each plan includes all planning sessions, phone calls and emails, the documents detailed below, a review/signing session, and any necessary follow up. At our initial planning session, I will outline a variety of additional planning options based upon you, your family, your concerns and wishes, and your assets. As we build your estate plan together, I will clarify whether there will be any additional fees involved.
Will plans for individuals
Will plans for individuals begin at a flat rate of $1,000.
Will plans for couples
Will plans for couples begin at a flat rate of $1,500.
Living Trust plans for individuals
Living Trust plans for individuals begin at a flat rate of $1,500.
Living Trust plans for couples
Living Trust plans for couples begin at a flat rate of $2,000.
Will Plans
Every Will plan will include the following:
- Important Estate Planning Instructions
- Name & Appointment Summary
- Last Will & Testament
- Guardian instructions (if applicable)
- Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- HIPAA
- Healthcare Instructions
- Funeral Representative Designation
- Memorial Instructions
- Asset summary
- Funding Instructions
- Assignment of Personal Property
- Tangible Personal Property Memorandums
- Medical directive wallet card
- Access to my secure client portal
Living Trust Plans
Every Living Trust plan will include the following:
- Important Estate Planning Instructions
- Name & Appointment Summary
- Revocable Living Trust
- Disability Certificates
- Certificate of Trust
- Pour Over Will
- Guardian instructions (if applicable)
- Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- HIPAA
- Healthcare Instructions
- Funeral Representative Designation
- Memorial Instructions
- Asset summary
- Declaration of Trust
- Funding Instructions
- Assignment of Personal Property
- Tangible Personal Property Memorandums
- Medical directive wallet card
- Access to my secure client portal
Additional Estate Planning services
I also offer standalone Estate Planning services, including Estate Plan funding, deed preparation, Will codicils, Living Trust amendments, Living Trust restatements, powers of attorney, and healthcare directives. I will provide you with either a flat rate quote or an estimate based upon my hourly rate of $225 during our initial planning session for any additional Estate Planning services.
Business Plans
Each business plan is based upon my time investment to establish the business model that best meets your needs. Each plan includes all planning sessions, phone calls and emails, the documents detailed below, a review/signing session, and any necessary follow up.
Limited Liability Companies
LLC plans begin at a flat rate of $750.
Corporations
Corporation plans begin at a flat rate of $1,000.
Limited Liability Company Business Plan
Every LLC package will include the following:
- Business name search and review
- Articles of Organization, including filing
- Obtaining an EIN
- Drafting an Operating Agreement
- Creating membership certificates
- Annual minutes templates
- Access to my secure client portal
Corporation Business Plan
Every Corporation business plan will include the following:
- Business name search and review
- Articles of Incorporation, including filing
- Obtaining an EIN
- Drafting ByLaws
- Creating stock certificates
- Annual minutes templates
- Access to my secure client portal
Additional Business Planning services
I also offer standalone Business Planning services, including deed preparation, amended Articles of Organization/Incorporation, annual record book reviews, annual minutes preparation, name search and review for name changes or assumed names, and business succession planning services. I will provide you with either a flat rate quote or an estimate based upon my hourly rate of $225 during our initial planning session for any additional Business Planning services.
Other Fees
All Trust Administration and Probate Administration services are billed at my hourly rate of $225. I can offer reasonable payment plans on an individualized basis.