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Learn about our services

    • Basic Estate Plan - last will, power of attorney, health care directive, personal property list, and beneficiary designations

      • $1250 individual / $1500 couple

    • Intermediate Estate Plan - all of the basic estate plan but includes the use of trusts to avoid probate or safeguard assets

      • $2000 individual / $2500 couple

    • Advanced Tax Planning - lifetime gifting of assets using complex structures for individuals and couples subject to the estate tax

      • Hourly rate

    • “Small estate” (personally titled assets under $75k) guidance - documentation and advice to close an estate not subject to probate

      • Most cases: $1000-1500

    • Informal or Formal Probate - all required court filings, personal representation, estate inventory, valuation, management, and distribution

      • Most cases: $2000-8000

    • Legal Representation - includes both non-judicial and court required solutions

      • Modification, amendment, or termination of irrevocable trusts

      • Removal, resignation, and appointment of trustees

      • Litigation and settlement of administrative disputes or errors

      • Hourly rate

    • Independent trustee services - does not include day-to-day management of securities

      • Negotiable fee

    • Deeds and title work related to estate plans or probate cases - research, tax calculations, drafting, filing

      • Typically, $350/deed (includes filing fee, excludes taxes)

    • Formation - entity selection advice, required filings, drafting articles of incorporation

    • Management - business succession planning, contract review, drafting, and negotiation, DBAs and trademarks, licensing, tax advice

    • Termination - wind down of a business including notice to creditors, required filings, and distribution of assets

    • Hourly rate