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Clear scope · Clear expectations

Estate Planning & Probate

Comprehensive documents, straightforward guidance, and fees discussed before the work begins.

Estate planning

A complete plan, built around your life.

We recommend complete trust packages because the documents work together to address property, health care decisions, incapacity, guardianship, and the practical steps that follow signing.

Core planning documents

Packages from $2,000

Depending on your family and estate, your plan may include:

  • Revocable Trust
  • Pour-Over Will
  • Durable Medical Power of Attorney
  • Durable Financial Power of Attorney
  • HIPAA Release
  • Medical Directive / Living Will
  • Declaration of Guardian in the Event of Later Incapacity
  • Certification of Trust
  • Trust IDs
  • Funding Instructions
  • Trust Summary
  • Trust Quick Glance Page

Planning for family needs

Not every client needs every document. Your package is tailored to the people and responsibilities in your life.

  • Designation of Health Care Agent for Minor Child
  • Declaration of Guardian for Minor Child
  • Special Needs Trusts
  • Blended-family distribution planning
  • Specific beneficiary objectives
  • Remote review and execution guidance

A childless adult’s package may begin at $2,000. More complicated estates may be $6,000 or more. Your final scope and fee will be stated in your engagement agreement.

Review the agreement →

Probate

Guidance after a loss.

The right probate path depends on whether there is a valid will, the complexity of the estate, whether administration is needed, and whether anyone contests the proceeding.

ServiceApproximate attorney fee
Simple uncontested probate with a valid willFrom $3,000
More involved uncontested probateFrom $5,000
Muniment of titleFrom $1,500
Probate without a will$4,000–$12,500+
Contested probate / will contestUsually hourly; potentially tens of thousands of dollars or more
Dependent administrationOften hourly; can become substantially more expensive

These figures are estimates, not a quote. Complexity, disputes, court requirements, expenses, and other facts can affect the total cost.

How planning works

A collaborative process from questions to signing.

Step one

Understand

We learn about your family, property, priorities, and the decisions you want your plan to address.

Step two

Build & review

We prepare the agreed documents, explain unfamiliar provisions, and work through appropriate revisions with you.

Step three

Execute & maintain

You receive signing instructions and funding guidance. Because laws and lives change, your plan should be reviewed regularly.