No hourly billing. No surprise invoices. Pick the bundle that fits your life today — change your mind in meeting one and we'll re-quote on the spot.
| Essentials $625 POAs only |
Complete Plan $2,500 Full estate plan |
Will-Based $1,250 Will + POAs |
|
|---|---|---|---|
| Revocable living trust | — | ✓ | — |
| Pour-over will | — | ✓ | — |
| Last will & testament | — | ✓ | ✓ |
| Financial POA | ✓ | ✓ | ✓ |
| Medical POA & HIPAA | ✓ | ✓ | ✓ |
| Living will / advance directive | ✓ | ✓ | ✓ |
| Guided meetings | 1 | 3 | 2 |
| Trust funding assistance | — | ✓ | — |
| Attorney review in your state | ✓ | ✓ | ✓ |
| Complimentary annual review | — | ✓ | ✓ |
| Notary coordination | ✓ | ✓ | ✓ |
Prices are flat-fee, 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 your trust — paid by you, directly to your county, between meetings 2 and 3.
We're up front about every dollar. Here's what may be charged in addition — and what we charge for one-off services for existing clients.
If you choose to title your home into the trust, the county charges a recording fee — paid by you, directly to the county, between meetings 2 and 3. We provide step-by-step guidance.
Every client receives a binder with all documents at signing. If you'd like to store the originals in a fireproof safe, we link a model we recommend on Amazon.
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Beneficiary updates, trustee swaps, address changes — included for the life of your plan. Major restructures are quoted in writing before any work begins.
We'll ask three questions and tell you which bundle fits. No pressure, no obligation, no payment until meeting one.