Services and Pricing

The following is a fee schedule for estate planning services involving non-taxable estates. Please note that these fees are only an estimate and may vary depending on the complexity of your unique circumstances. For example, if you have significant assets, a blended family, or would like to utilize trusts, the fee will be higher. Detailed, unusual, or complex requests may also increase the cost of your plan.

I will always quote you a flat fee up front. Payment plans can be arranged if needed.

IMPORTANT: All references to “Will” on this page indicate a simple will with no tax planning or trust provisions. Click here to learn about the documents listed below.

Packages

Package	Base price	Includes
Estate Planning Package	Individuals: $550 Couples: $800	• Will • Durable Power of Attorney • Health Care Power of Attorney • Living Will/Advance Directive • HIPAA Authorization • Beneficiary designation instructions • Instructions on executing your documents • Periodic “peace of mind” review
Advance Directive Package	Indviduals: $250 Couples: $400	• Durable Power of Attorney • Health Care Power of Attorney • Living Will/Advance Directive • HIPAA Authorization • Instructions on executing your documents • Periodic “peace of mind” review

Documents (À La Carte)

Document	Price
Will (individual)	$375
Will (couple)	$550
Durable Power of Attorney	$140
Health Care Power of Attorney	$70
Living Will/Advance Directive	$50
HIPAA Release	$40

Payment Methods

Payments may be made securely online. I accept ACH payments as well as all major credit cards.

Services and Pricing

Packages

Documents (À La Carte)

Payment Methods

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