Estate plan pricing
All of our comprehensive estate planning work is done on a flat fee basis.
pricing factors
Our estate planning flat fees are based on the following factors:
How simple (or complex) the client’s family structure is.
How simple the client’s chosen distribution plan is.
How simple the client’s assets are. Complex assets include multiple real estate holdings, real estate in multiple states, businesses, and individually held stock.
Whether the plan is a will-based plan or trust-based plan.
Which attorney the client chooses to work with.
All of our fees are quoted at the time of the first draft. Our quote includes all work necessary to complete a plan along the lines of the first draft. If major changes are requested after the first draft, we reserve the right to re-quote the plan.
fee ranges
In most cases, we offer clients the option of a will-based comprehensive plan or a trust-based comprehensive plan.
Will-based plans are a simpler plan that covers all key needs but does not avoid probate. Our will-based plans start at $650 for single individuals and $750 for married couples, and can be more based on the factors listed above.
Trust-based plans cover all estate planning needs and avoid probate. Because we fund all of our trusts (see below), they are more work for us and for our clients, and our fees reflect that. Our trust-based plans start at $3,000 for single individuals and $3,500 for married couples. Plans for business owners typically range between $5,000 and $10,000 depending on the nature of the business and the owner’s other assets.
trust quotes not including funding
When comparing pricing, it is important to note that many of our colleagues in the area do not assist their clients with the full trust funding process. This means that a quote for a trust may include only the document and some funding instructions, not the work to actually fund the trust.
This means that quotes for trusts from other attorneys may not include the full level of service that our firm provides. For a full discussion of trust funding, see our revocable trust page, available here.
Incomplete Plans
In some cases, clients choose not to complete a plan that has been quoted and drafted. In those cases, we follow the following pricing schedule:
Will-based plans are billed at 80% of the quote.
Trust-based plans that are drafted but not signed are billed at 50% of the quote (40% for business owners).
Trust-based plans that are signed but not fully funded are billed the full quote.
Getting Started
Publishing fees is part of our commitment to transparency and clarity in all of our work. To get started, call our office to schedule your consultation. We look forward to working with you!