Estate Planning

Specialty Trusts & Succession

Trust, succession, asset-transfer, and specialized family-planning services.

Specialty Trusts & Succession services

Trust, succession, asset-transfer, and specialized family-planning services.

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.

10 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 / Specialty Trusts & Succession

Revocable living trust (standalone, outside a plan)

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Offer only inside the Living Trust Plan (starting at $3,500) or Essentials tier (starting at $2,750)

Irrevocable trust (ILIT, gifting trust)

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Starting at $3,500

Medicaid asset-protection trust

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Starting at $5,000

Special-needs trust (third-party)

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Starting at $2,500

Special-needs trust (first-party, (d)(4)(A))

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Starting at $3,500

Gun (NFA) trust

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$350

Pet trust

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$500

Business-succession planning (buy-sell + succession plan)

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Starting at $2,500

Intellectual property succession planning

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Starting at $1,250

Asset-protection planning

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Hourly at $395/hr

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.

Related services

Service pages in this practice area.

Estate Planning

Wills

Clear Texas wills and related documents for families who want their wishes understood and respected.

Estate Planning

Transfer on Death Deed (single Texas property, recording included)

Transfer on Death Deed (single Texas property, recording included) for estate planning clients, with scope reviewed during consultation and engagement.

$500 Estate Planning

Estate-planning consultation

Estate-planning consultation for estate planning clients, with scope reviewed during consultation and engagement.

Complimentary initial call Estate Planning

Cornerstone Will Plan (will, financial POA, MPOA, directive, HIPAA, consult, one revision, ceremony, portfolio)

Cornerstone Will Plan (will, financial POA, MPOA, directive, HIPAA, consult, one revision, ceremony, portfolio) for estate planning clients, with scope reviewed during consultation and engagement.

$950 / $1,500 Estate Planning

Keystone Will Plan (Cornerstone + guardian declaration, remains appointment, executor letter, summary, two revisions, six-month updates)

Keystone Will Plan (Cornerstone + guardian declaration, remains appointment, executor letter, summary, two revisions, six-month updates) for estate planning clients, with scope reviewed during consultation and engagement.

$1,200 / $1,800 Estate Planning

Family Protection Will Plan (Keystone + testamentary children's trust, guardians, tiered distributions, letter to guardians)

Family Protection Will Plan (Keystone + testamentary children's trust, guardians, tiered distributions, letter to guardians) for estate planning clients, with scope reviewed during consultation and engagement.

$1,800 / $2,500 Estate Planning

Real Estate Probate-Avoidance Plan (Keystone + one TODD or Lady Bird deed + memorandum)

Real Estate Probate-Avoidance Plan (Keystone + one TODD or Lady Bird deed + memorandum) for estate planning clients, with scope reviewed during consultation and engagement.

$1,650 / $2,250 Estate Planning

Probate-Avoidance Living Trust Plan (RLT, pour-over will, incapacity bundle, marital/disclaimer planning, up to two deeds, funding memo)

Probate-Avoidance Living Trust Plan (RLT, pour-over will, incapacity bundle, marital/disclaimer planning, up to two deeds, funding memo) for estate planning clients, with scope reviewed during consultation and engagement.

$3,500 / $4,500 Estate Planning

Advanced Family & Legacy Trust Plan (blended families, enhanced distribution controls, trust protector, three planning meetings)

Advanced Family & Legacy Trust Plan (blended families, enhanced distribution controls, trust protector, three planning meetings) for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $5,500 Estate Planning

Simple will (standalone, with signing ceremony)

Simple will (standalone, with signing ceremony) for estate planning clients, with scope reviewed during consultation and engagement.

$750 Estate Planning

Will with testamentary trust for minor children (standalone)

Will with testamentary trust for minor children (standalone) for estate planning clients, with scope reviewed during consultation and engagement.

$1,250 Estate Planning

Statutory durable (financial) power of attorney

Statutory durable (financial) power of attorney for estate planning clients, with scope reviewed during consultation and engagement.

$350 Estate Planning

Medical power of attorney

Medical power of attorney for estate planning clients, with scope reviewed during consultation and engagement.

$300 Estate Planning

Incapacity bundle (financial POA, MPOA, directive, HIPAA)

Incapacity bundle (financial POA, MPOA, directive, HIPAA) for estate planning clients, with scope reviewed during consultation and engagement.

$700 Estate Planning

Young Adult Protection Plan (POA, MPOA, directive, HIPAA for one adult 18+)

Young Adult Protection Plan (POA, MPOA, directive, HIPAA for one adult 18+) for estate planning clients, with scope reviewed during consultation and engagement.

$450 / $750 Estate Planning

Beneficiary-designation planning / asset alignment review

Beneficiary-designation planning / asset alignment review for estate planning clients, with scope reviewed during consultation and engagement.

Included in plans Estate Planning

Estate plan review of existing documents (written memo, no drafting)

Estate plan review of existing documents (written memo, no drafting) for estate planning clients, with scope reviewed during consultation and engagement.

$500 Estate Planning

Lady Bird / enhanced life estate deed (single Texas property, recording included)

Lady Bird / enhanced life estate deed (single Texas property, recording included) for estate planning clients, with scope reviewed during consultation and engagement.

$600 Estate Planning

Revocable living trust (standalone, outside a plan)

Revocable living trust (standalone, outside a plan) for estate planning clients, with scope reviewed during consultation and engagement.

Offer only inside the Living Trust Plan (starting at $3,500) or Essentials tier (starting at $2,750)Estate Planning

Irrevocable trust (ILIT, gifting trust)

Irrevocable trust (ILIT, gifting trust) for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $3,500 Estate Planning

Medicaid asset-protection trust

Medicaid asset-protection trust for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $5,000 Estate Planning

Special-needs trust (third-party)

Special-needs trust (third-party) for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $2,500 Estate Planning

Special-needs trust (first-party, (d)(4)(A))

Special-needs trust (first-party, (d)(4)(A)) for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $3,500 Estate Planning

Gun (NFA) trust

Gun (NFA) trust for estate planning clients, with scope reviewed during consultation and engagement.

$350 Estate Planning

Pet trust

Pet trust for estate planning clients, with scope reviewed during consultation and engagement.

$500 Estate Planning

Business-succession planning (buy-sell + succession plan)

Business-succession planning (buy-sell + succession plan) for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $2,500 Estate Planning

Intellectual property succession planning

Intellectual property succession planning for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $1,250 Estate Planning

Asset-protection planning

Asset-protection planning for estate planning clients, with scope reviewed during consultation and engagement.

Hourly at $395/hr Estate Planning

Muniment of title

Muniment of title for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $2,500 Estate Planning

Small estate affidavit

Small estate affidavit for estate planning clients, with scope reviewed during consultation and engagement.

Starting at $1,250 Estate Planning

Determination of heirship (judicial)

Determination of heirship (judicial) for estate planning clients, with scope reviewed during consultation and engagement.

Hourly at $395/hr

Direct contact

Contact the firm directly.

Do not send confidential, proprietary, or time-sensitive information until an attorney-client relationship is confirmed in writing.

Call (806) 777-6249 Text Email