Flat-Fee Estate Plans

Attorney-drafted estate plans with one flat fee and no surprises. Choose Essentials, Select, or Premier, or build your own with flat-rate add-ons.

Not sure where to start? We’ll help you choose the right fit.

Schedule A Consultation

Choose Your Estate Plan

We provide everything from simple wills to complex legacy planning documents.

  • The core documents every adult should have.

    Includes:

    • Will

    • Financial power of attorney

    • Medical power of attorney.

  • Everything in the Essentials Plan plus a simple Trust or LLC.

  • Everything in the Essentials Plan plus a complex trust.

  • Will only:

    Financial Power of Attorney:

    Medical Power of Attorney:

    Healthcare directive/living will:

    Guardian nomination for minor children:

    Simple revocable trust:

    Complex trust:

    LLC Formation:

    Pet Trust:

    Special Needs Trust:

    Trust Funding Assistance:

    Deed Preparation:

    Beneficiary Designation Review:

    Document Amendment:

    Full Plan Review and Update:

    Certification of Trust:

Attorney Involvement, Every Step

Choosing a Plan

Pick from one of our set estate plans and fill out the intake form.

Not sure? Skip to the next step so we can help you choose.

Initial Consultation

A 15-minute call with an attorney to confirm plan choice, gather additional information, and detail next steps.

Document Drafting

We will draft your documents, reach out with any questions, and send for your review.

Signing

We meet for signing. We prefer meeting in person but we also offer remote signings for convenience.

  • "Clear, direct, and easily digestible estate planning for all ages and stages of life."

    - former client

Initial Intake Form