Our Flat Fees
e-WILL
$800
The first piece of every estate plan
FULL ESTATE PLAN
$1,200
Every fundamental document to protect a legacy
REVOCABLE TRUST
$3,000
More flexibility, extra privacy, & ultimate control
Qualified Custodian
$50/year
Your personal digital vault, a yearly check in, & trusted security of your Electronic Will.
Fast Fee Facts
While there are assumed times for each meeting, there is absolutely no charge for longer or extra meetings.
The flat fee is always flat.
The more expensive plan includes every plan below it.
If you choose to go forward with a plan, half your fee is paid at the end of the Peace of Mind Session.
The other half is paid at the Signing Session.
If we act as your Qualified Custodian for an e-Will under any of our plans, we charge $50 a year for its maintenance, security, and follow-up responsibilities.
This fee also includes access to a secure digital vault that retains your estate planning documents while also allowing you to upload any important document and a yearly touch-in meeting.
Real Connection & Long Term Attention
Our flat fee arrangement includes one complementary thirty minute meeting every year for three years.
Three more meetings to answer questions, review your documents, & solve new issues.
Our relationship does not end at the end of the Signing Session.
