Estate Planning Packages

All of our Estate Planning Packages Include: Initial Consultation either by telephone or in person ($250/hr *waived with purchase of Estate Planning Package), Estate Plan Summary (in plain English, not legalese), List of Tangible Personal Property, Durable Power of Attorney for Personal and Business Affairs, An Advance Health Care Directive, Nomination of Guardian for Minor Children (if any), Declaration of Community Property (where appropriate), and Up to one hour attorney time for consultation for one year after Completion.

Starter Estate Plan

  • Advance Healthcare Directive
  • Durable Power of Attorney
  • Simple Will
  • FERPA Academic Information Waiver (where appropriate)

Best Suited For College Students, Young Adults, Newlyweds, and Individuals and Couples with total assets under $125,000 and no real estate.

Individual $600.00
Couple $800.00

Will Estate Plan

  • Advance Healthcare Directive
  • Durable Power of Attorney
  • Simple Will
  • Nomination of Guardian for Minor Children
  • Final Instructions


Individual $750.00
Couple $1,300.00

Best Suited For Individuals and couples with minor children, real estate owners, and those with assets over $125,000.

Trust Estate Plan

  • Advance Healthcare Directive
  • Durable Power of Attorney
  • Pourover Will
  • Nomination of Guardian for Minor Children
  • Final Instructions
  • Revocable Trust
  • Deed to Trust


Individual $900.00
Couple $1,600.00

Best Suited For Individuals and couples with minor children or grandchildren, real estate, and assets over $125,000 and under $1,000.000, divorced couples, mixed families.

Complex Estate & Tax Planning, Special Needs Trusts, Irrevocable Trusts.

If your estate exceeds $5,000,000 (including all property, any pension, and the proceeds of life insurance), you may want to create a credit shelter plan, consisting of a martial gift and a bypass trust to minimize the estate taxes due after the death of both spouses.

Your income or family situation may call for more sophisticated estate planning trusts such as an Irrevocable Life Insurance Trust (ILIT), a Qualified Personal Residence Trust (QPRT), an Intentionally Defective Grantor Trust (IDGT), a Grantor Retained Annuity Trust (GRAT), a Charitable Remainder Trust (CRT), a Charitable Lead Trust (CLT), or you may want to establish educational or scholarship trusts, special needs trusts or a Medicaid planning trusts. We are also happy to help to set up Pet Trusts and Gun Trusts.

Individual $900+

Couple $1,600+