Plans services
Estate-planning package options for individuals, couples, families, and legacy planning.
Starting prices and billing models are listed to help clients understand the likely range before consultation. Final scope depends on conflicts, complexity, third-party fees, government fees, and the written engagement agreement.
We want to work with you, ask about flat fee pricing and price matching during your consultation.
- 7 client-facing service pages
- 0 additional grouped pricing items
- Pricing matrix status: Approved 2026-08-20
Pricing
Starting prices and billing models.
We want to work with you, ask about flat fee pricing and price matching during your consultation.
Estate Planning / Plans
Estate-planning consultation
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Cornerstone Will Plan (will, financial POA, MPOA, directive, HIPAA, consult, one revision, ceremony, portfolio)
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Keystone Will Plan (Cornerstone + guardian declaration, remains appointment, executor letter, summary, two revisions, six-month updates)
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Family Protection Will Plan (Keystone + testamentary children's trust, guardians, tiered distributions, letter to guardians)
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Real Estate Probate-Avoidance Plan (Keystone + one TODD or Lady Bird deed + memorandum)
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Probate-Avoidance Living Trust Plan (RLT, pour-over will, incapacity bundle, marital/disclaimer planning, up to two deeds, funding memo)
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Advanced Family & Legacy Trust Plan (blended families, enhanced distribution controls, trust protector, three planning meetings)
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Final fees depend on scope, conflicts, complexity, third-party costs, government fees, court costs, and the written engagement agreement. No result or final fee is guaranteed by this website.