Estate Planning Packages
Choose the approach that fits your needs—not just a list of documents.
Our will-based and trust-based packages both include planning for your financial and healthcare decisions, along with instructions for what happens after your death. You do not need to choose a package before booking. We will help you understand the differences.
Will-Based Estate Plan
One Person: $1,000
Two People: $1,500
An estate plan centered on a will, with documents addressing financial and healthcare decisions during your lifetime.
Each person receives:
A last will and testament.
A durable financial power of attorney.
A healthcare directive.
Your package also includes supporting estate-planning forms and attorney-guided preparation, review, and signing. For two people, each person receives separate documents reflecting their wishes.
This package does not include a revocable living trust or property deed work.
Trust-Based Estate Plan
One Person: Starting at $1,500
Two People: Starting at $2,000
An estate plan centered on a revocable living trust, with supporting documents and preparation and recording of one property deed.
Your package includes:
A revocable living trust, or a joint revocable living trust for a two-person plan.
A will, durable financial power of attorney, and healthcare directive for each person.
A certificate of trust and supporting estate-planning forms.
Preparation and recording of one property deed.
You work directly with an attorney to design the plan, prepare the documents, and review them before signing.
Will-Based or Trust-Based: What Is the Difference?
A Will-Based Plan
A will gives instructions for distributing the assets governed by it after your death. It also identifies your choice of personal representative and can nominate a guardian for minor children.
A will does not, by itself, avoid probate. Whether probate is needed depends on your assets and how they are owned or designated to pass.
A Trust-Based Plan
A revocable living trust provides instructions for managing trust assets during incapacity and distributing them after death. Assets properly held in the trust can generally pass to beneficiaries without probate.
Creating the trust is only part of the process. The appropriate assets must also be coordinated with it. Our trust-based packages include one property deed, and we explain the additional funding steps relevant to your plan.
You Do Not Need to Decide Alone
The right approach depends on your family, your assets, and your priorities. During your consultation, we will explain the options and recommend a plan that fits your circumstances.
By phone or in person · No obligation to hire us
7-Time Best of SLC Winner · 700+ Five-Star Reviews · Personal Attorney Guidance
What Your Plan Helps You Address
Your Wishes for Your Family
Decide who should receive your estate, who you would like to handle its administration, and whom you would nominate to care for minor children. Your attorney helps you put those choices into the appropriate documents.
Your Financial Decisions
A financial power of attorney lets you authorize someone you trust to handle financial matters on your behalf. Your attorney helps you consider whom to appoint and the authority that person should have.
Your Healthcare Decisions
A healthcare directive records your treatment wishes and identifies the person you want to make healthcare decisions when you cannot make them yourself.
The Practical Details
Supporting forms can help you document personal-property wishes, burial or cremation preferences, and information about your financial and digital accounts. We include these forms as appropriate to your plan.
Already Have an Estate Plan?
Updates and Revisions Starting at $400
Your documents should reflect your current family, assets, and wishes.
We help clients update plans after changes such as marriage, divorce, a new child, a move, or a change in beneficiaries, trustees, or agents. We also review and update documents prepared by other attorneys.
A limited change may call for a targeted revision rather than an entirely new plan. We will discuss what needs attention and quote the work before proceeding.
Individual Documents and Services
You may need a specific document rather than a full package. These services are also available individually:
Last Will and Testament — $600
Revocable Living Trust — $1,250
Financial Power of Attorney — $300
Healthcare Directive — $300
Property Deed Preparation and Recording — $350
We will help you determine whether an individual document or a coordinated package is the better fit.
Planning With Family or Friends?
When two or more families or households complete their plans with us around the same time, each receives a discounted group rate. Ask about the group rate during your consultation.
A Clear Process, With an Attorney at Every Step
1. Start With a Free Consultation
Tell us about your family, priorities, and questions. Your attorney will explain your options and provide a flat-fee quote for the recommended work.
2. Complete a Short Questionnaire
When you are ready to move forward, complete our online questionnaire. It typically takes about 5–10 minutes and gathers the information needed to begin your documents.
3. Review Your Drafts
Your attorney prepares your documents around your circumstances and wishes. We send the drafts before your signing appointment so you can review them and note any questions.
4. Review Together and Sign
Meet with your attorney to discuss the documents, make any final adjustments, and complete the signing process. We will also discuss the next steps relevant to putting your plan into effect.
By phone or in person · No obligation to hire us
What Clients Say
“I was very pleased with the quality of services which included setting up a Will and Trust. I dealt directly with Justin who was responsive and attentive. Great value for the price.”
— Michael M.
“Justin updated our estate plan. The process was simple and quick. He was very professional and responsive to our questions. The fee was reasonable.”
— Maria B.
Questions Before You Get Started?
Is the consultation really free?
Yes. Your initial consultation is a conversation with an attorney about your goals, questions, and options. We explain the recommended work and its cost. There is no obligation to hire us.
What does the flat fee cover?
The package fee covers the documents and services listed for that package. Our will-based packages are $1,000 for one person and $1,500 for two people. Trust-based packages start at $1,500 for one person and $2,000 for two people.
We will confirm the scope and total fee before work begins. Any additional services outside the agreed package will be discussed and quoted separately.
How long does the process take?
Initial drafts are typically ready within 2–3 days after we receive the information needed to prepare your plan.
The overall timeline depends on the planning involved, your review of the drafts, any changes, and appointment availability. We will discuss the expected timeline during your consultation.
What do I need to prepare for the consultation?
For a first estate plan, come with your questions and a general understanding of your situation. You do not need to bring any documents with you or have every planning decision made before meeting with us.
For an existing plan, have your documents available so we can discuss your concerns, the changes you are considering, and any further review that may be needed.
What happens after I sign a trust-based plan?
Your assets need to be coordinated with the trust. The included property deed is one part of that work; financial accounts and beneficiary designations may require separate attention.
We will explain the relevant steps and identify the actions you need to take. Signing the trust agreement alone does not complete the funding process.
What about special-needs planning or asset protection?
Some circumstances call for planning beyond a standard package. We offer advanced planning for needs such as special-needs trusts, asset protection, and more involved inheritance arrangements.
We will discuss whether additional planning is appropriate and quote that work separately.
Explore Advanced Estate Planning
Get to Know the People Preparing Your Plan
Estate planning involves personal decisions. You should feel comfortable asking questions and understand the advice you receive.
Meet our attorneys and learn about their backgrounds and approach to working with clients.
Take the First Step Toward a Plan That Fits Your Family
You do not need to know whether you want a will or a trust before contacting us.
Start with a conversation about the people who matter to you and what you want your plan to accomplish. We will explain your options, answer your questions, and help you understand the next step.
By phone or in person · No obligation to hire us