Flat Fee Pricing Menu

Estate planning shouldn’t feel out of reach, which is why I intentionally set my prices at the lower end of the market. My pricing menu lets you see exactly what each service costs up front, with a Base Fee that covers the essential planning most clients need and optional Add Ons for situations that require more customization. When we meet, we’ll go over the options together so you can choose the services that best fit your goals and budget.

Base Fee
$400
$800/individual $1200/couple
$2800/individual $3600/couple
Financial Powers of Attorney
Healthcare Documents:
  • Powers of Attorney
  • End-of-Life Care Wishes
  • HIPAA Waiver
Will(s)
Probate Avoidance Trust:
  • Trust Agreement
  • Certification
  • Deed for Residence
  • Funding Instructions
Meetings Included:

Planning (30 mins)
Signing (30 mins)

Planning (30 mins) Signing (30 mins)
Planning (60 mins) Signing (30 mins)
Planning (60 mins) Doc Review (60 mins) Signing (30 mins)

Additional In-State Deeds
$200 / Deed
Assignment of Business Interests
$100
Additional Trusts, such as:
  • Inheritance Trusts
  • Separate Property Trusts
$400 / Trust
$400 / Trust
Additional Services on Request
$400 / Hour
$400 / Hour
$400 / Hour
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show
$100
$100
$100

Update Agents on All Docs
$400
Update Beneficiaries and Distributions on Will or Trust
$400
In-State Deeds
$200 / Deed
Assignment of Business Interests
$200
Additional Trusts, such as:
  • Inheritance Trusts
  • Separate Property Trusts
$400 / Trust
Additional Services on Request
$400 / Hour
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show
$100

$400
Financial Powers of Attorney
Healthcare Documents:
  • Powers of Attorney
  • End-of-Life Care Wishes
  • HIPAA Waiver
Meetings Included:

Planning (30 mins)
Signing (30 mins)

Additional Services on Request
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show

$800/individual $1200/couple
Financial Powers of Attorney
Healthcare Documents:
Will(s)
Meetings Included:

Planning (60 mins)
Signing (30 mins)

Additional Trusts, such as:
  • Inheritance Trusts
  • Separate Property Trusts
Additional Services on Request
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show

$2800/individual $3600/couple
Financial Powers of Attorney
Healthcare Documents:
Will(s)
Probate Avoidance Trust:
  • Trust Agreement
  • Certification
  • Deed for Residence
  • Funding Instructions
Meetings Included:

Planning (60 mins)
Doc Review (60 mins)
Signing (30 mins)

Additional In-State Deeds
Assignment of Business Interests
Additional Trusts, such as:
Additional Services on Request
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show

Update Agents on All Docs
Update Beneficiaries and Distributions on Will or Trust
In-State Deeds
Assignment of Business Interests
Additional Trusts, such as:
  • Inheritance Trusts
  • Separate Property Trusts
Additional Services on Request
Meeting Cancellation Fee for cancelling or rescheduling meeting less than 24 hrs in advance or no show

Pricing Disclaimer: Pricing is provided for general informational purposes only and does not constitute a fee quote or legal advice. Final fees, payment terms, and scope of services will be set out in our Engagement Agreement if you choose to move forward with representation. The pricing menu reflects rates as of January 2026 and may be updated or modified at any time without notice.

Ready to Get Started?

My clients often tell me how reassuring it feels to finally have their estate plan in place. If you’re ready to take the next step, I’ll guide you through the process and make it easier than you expect.