A trust, a will, the powers of attorney — drafted over three guided meetings with a dedicated Octus advisor. Flat-fee. Every state. No legalese left unexplained.
Americans has no will. Most who do haven't updated it.
$2,500
Flat-fee for a full estate plan. No surprise hourly invoices.
3 weeks
From first meeting to a fully funded, executed trust.
100%
Attorney-reviewed in your state of residence.
The Octus Process
Three meetings. One complete plan.
Most online estate planners hand you a PDF and a checklist. We sit with you — virtually or in person — through every decision, every signature, every funded account.
01
~ 90 minutes · Discovery
We listen.
Your family, your assets, your concerns. We map what you own, who you love, and what "done well" looks like. No paperwork yet.
02
~ 60 minutes · Draft review
We draft, you review.
Your advisor walks you through every clause of your trust and ancillary documents in plain English. Revisions happen live.
03
~ 75 minutes · Signing & funding
We sign and fund.
Notarized signing, then we re-title accounts into your trust together — the step most planners leave for "later." We finish it with you.
Pick what you need. We'll tell you what you don't.
Every Octus client gets a recommendation, not an upsell. If you only need POAs, that's all we'll draft.
Revocable Living Trust
Avoid probate, keep your affairs private, and stay in control of assets during your lifetime. Fully amendable.
Included · Full plan
Last Will & Testament
Names guardians for minors, settles personal effects, and acts as a safety net for anything outside the trust.
Included · Full plan
Pour-Over Will
The bridge: anything not titled into your trust at death "pours over" into it. Belt and suspenders.
Included · Full plan
Financial & Medical POAs
Names who can act for you if you can't. HIPAA authorization, living will, and a healthcare proxy included.
Included · or standalone $625
Flat-fee pricing
One price. Everything in writing.
No retainers, no hourly creep, no "what counts as a phone call." Pick the bundle that fits — change your mind in meeting one and we'll re-quote on the spot.
Not a call center. Not a junior associate. When you call, you reach Mia directly. Every meeting, every annual review, every question after — same person.
ii.
Flat fee, quoted upfront.
No hourly billing. No "phone calls are extra." You'll know the total cost in meeting one — in writing, before any work begins.
iii.
The funding meeting is the point.
A signed trust without funded assets is just paperwork. Meeting three is when we sit together and actually re-title the accounts, file the deeds, and update the beneficiaries.
iv.
Attorney-reviewed in your state.
Every document is reviewed and signed off by an attorney licensed in your state of residence — through the Estately + Counsel attorney network.
v.
Discreet by design.
Your estate is your business, not our marketing. We don't publish client names, photographs, or identifying details on this site — even with permission.
Do I actually need a revocable trust, or is a will enough?
A will alone passes through probate — a public, court-supervised process that often takes 6–18 months. A revocable trust avoids probate, keeps your affairs private, and lets a successor trustee step in if you become incapacitated. We don't recommend a trust for every client; sometimes a will + POAs is the right call. Meeting one is where we figure that out together.
Is the $2,500 really all-in?
Yes. The flat fee covers all three meetings, attorney review in your state, document preparation, processing, filing administration, notary coordination, trust funding guidance, and your binder. Paid in a single payment at the end of meeting two. The only outside cost is county recording fees if you choose to title real estate into the trust — paid by you, directly to your county, between meetings 2 and 3, with our written guidance.
What if I move to another state?
Your trust travels with you. POAs and wills sometimes need state-specific amendments — we offer a one-time relocation review at a reduced rate for existing clients. The trust itself does not need to be redrafted.
Can we meet in person or only virtually?
All three meetings can be done over secure video. For clients in Central Florida, we meet at our office. For clients outside Central Florida, we conduct meetings virtually — on your smartphone or computer. The signing meeting requires a notary, which we coordinate either way.
Book a no-obligation fit call. We'll ask about your family, your assets, and what's been keeping this on the back burner. If we're not the right fit, we'll tell you who is.
