I do all my estate planning on a flat fee basis. I have packages for individuals and for couples:

Flat Fee Schedule for Individuals

Flat Fee Schedule for Couples

If you don’t need a full package but just need some updates or want items “a la carte,” then we can figure out the scope of the work and I will quote you a flat fee. It won’t exceed the cost of a full package.

Here’s how the process works:

The following steps are all included as part of the flat fee.

Step 1: Initial Consultation

  • $250 flat fee (counted as paid toward an estate planning package)

  • 1.5 hours

  • Goals: answer your questions, give you information

  • In person at my office or by Zoom

  • Complete an estate planning questionnaire as best as you can and bring it to the meeting:

Estate Planning Questionnaire for Individual

Estate Planning Questionnaire for Couple

Step 2: Fee Agreement & Payment

  • I open your file and prepare a fee agreement

  • You sign the fee agreement and pay the flat fee

Step 3: Drafts

  • I prepare drafts.

  • Timeline for drafts: 3 weeks from date of signing the fee agreement and paying the flat fee.

  • Depending on your needs and my case load, I can prepare drafts more quickly if needed, such as in the event of an illness

Step 4: Revisions

  • You let me know questions or changes and I make revisions.

  • You can e-mail me or we can meet again or talk on the phone to go over drafts. It’s all included in the flat fee.

Step 5: Signing Meeting

  • Once the drafts are exactly how you would like them, you come into my office for a formal Will/Trust signing meeting

  • I process the signed documents

  • I priority mail you the original signed and however many hard copies you would like. I also provide you a PDF.

  • Timeline for mailing originals and copies to you: One week after signing meeting.

 More questions?

If you want to have short call to get more information about the estate planning process before booking an initial consultation: