Available Packages
Leave Your Legacy, Your Way, Get Peace of Mind for You and Your Loved Ones Today!
Our estate planning attorney, Cassandra J. Swanson, will work closely with you to establish a plan that reflects your unique personal situation. Many clients like to understand the fixed, flat-fee price upfront and the documents that are included in the various packages that are offered.
At the completion of your initial consultation, you will choose the package that is best for you! You will have a clear understanding of what is recommended and the knowledge to discern between the various packages prior to making a down payment for your plan at the end of your initial consultation.
Trust-Based Fixed Fee Packages
All trust-based packages include a Revocable Living Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Durable/Financial Power of Attorney, and a Special Warranty Deed for your residence.
Will-Based Fixed Fee Packages
All will-based packages include a Last Will and Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Durable/Financial Power of Attorney, and a Beneficiary Deed for your residence.
Trust Legacy Plan - Tier 1:
Individuals: $2,450
Couples: $2,950
Separate Trust-Based Plans: $3,450
- Up to two (2) hours for your initial consultation;
- Basic distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.) and no tax planning;
- Up to one (1) hour virtual explanation and review of your documents with your attorney prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence.
Will Legacy Plan - Tier 1:
Individuals: $1,450
Couples: $1,950
- Up to two (2) hours for your initial consultation;
- Basic distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.);
- Up to one (1) hour of virtual explanation and review of your documents prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- One (1) Beneficiary Deed for your residence.
Trust Legacy Plan - Tier 2:
Individuals: $3,450
Couples: $3,950
Separate Trust-Based Plans: $4,450
- Up to two (2) hours for your initial consultation;
- Complex distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to five (5) additional beneficiaries, and tax planning;
- Up to one (1) hour of virtual explanation and review of your documents prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence;
- Up to two (2) hours for plan review at three (3) years.
Trust Legacy Plan - Tier 3:
Individuals: $4,450
Couples: $4,950
Separate Trust-Based Plans: $5,450
- Up to two (2) hours for your initial consultation;
- Complex distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to ten (10) additional beneficiaries and tax planning;
- Up to one (1) hour of virtual explanation and review of you documents;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence;
- One (1) TOD or Assignment for your LLC or other business interests;
- Up to two (2) hours for plan review at three (3) years;
- Up to two (2) hours for plan review at five (5) years.
Will Legacy Plan - Tier 3:
Individuals: $3,450
Couples: $3,950
- Up to two (2) hours for your initial consultation;
- Advanced distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to ten (10) additional beneficiaries and tax planning;
- Up to one (1) hour of virtual explanation and review of your documents;
- Up to one (1) hour for your signing appointment;
- One (1) Beneficiary Deed for your residence;
- One (1) TOD or Assignment for your LLC or other business interests;
- Up to two (2) hours for plan review at three (3) years;
- Up to two (2) hours for plan review at five (5) years.
Trust-Based Fixed Fee Packages
All trust-based packages include a Revocable Living Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Durable/Financial Power of Attorney, and a Special Warranty Deed for your residence.
Trust Legacy Plan - Tier 1:
Individuals: $2,450
Couples: $2,950
Separate Trust-Based Plans: $3,450
- Up to two (2) hours for your initial consultation;
- Basic distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.) and no tax planning;
- Up to one (1) hour virtual explanation and review of your documents with your attorney prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence.
Trust Legacy Plan - Tier 2:
Individuals: $3,450
Couples: $3,950
Separate Trust-Based Plans: $4,450
- Up to two (2) hours for your initial consultation;
- Complex distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to five (5) additional beneficiaries, and tax planning;
- Up to one (1) hour of virtual explanation and review of your documents prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence;
- Up to two (2) hours for plan review at three (3) years.
Trust Legacy Plan - Tier 3:
Individuals: $4,450
Couples: $4,950
Separate Trust-Based Plans: $5,450
- Up to two (2) hours for your initial consultation;
- Complex distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to ten (10) additional beneficiaries and tax planning;
- Up to one (1) hour of virtual explanation and review of you documents;
- Up to one (1) hour for your signing appointment;
- Personalized trust funding instructions;
- One (1) Special Warranty Deed for your residence;
- One (1) TOD or Assignment for your LLC or other business interests;
- Up to two (2) hours for plan review at three (3) years;
- Up to two (2) hours for plan review at five (5) years.
Will-Based Fixed Fee Packages
All will-based packages include a Last Will and Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Durable/Financial Power of Attorney, and a Beneficiary Deed for your residence.
Will Legacy Plan - Tier 1:
Individuals: $1,450
Couples: $1,950
- Up to two (2) hours for your initial consultation;
- Basic distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.);
- Up to one (1) hour of virtual explanation and review of your documents prior to your signing appointment;
- Up to one (1) hour for your signing appointment;
- One (1) Beneficiary Deed for your residence.
Will Legacy Plan - Tier 2:
Individuals: $2,450
Couples: $2,950
- Up to two (2) hours for your initial consultation;
- Complex distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren), plus up to five (5) additional beneficiaries and tax planning;
- Up to one (1) hour of virtual explanation and review of your documents;
- Up to one (1) hour for your signing appointment;
- One (1) Beneficiary Deed for your residence;
- Up to two (2) hours for plan review at three (3) years.
Will Legacy Plan - Tier 3:
Individuals: $3,450
Couples: $3,950
- Up to two (2) hours for your initial consultation;
- Advanced distribution scheme to your lineal descendants (children, grandchildren, great-grandchildren, etc.), plus up to ten (10) additional beneficiaries and tax planning;
- Up to one (1) hour of virtual explanation and review of your documents;
- Up to one (1) hour for your signing appointment;
- One (1) Beneficiary Deed for your residence;
- One (1) TOD or Assignment for your LLC or other business interests;
- Up to two (2) hours for plan review at three (3) years;
- Up to two (2) hours for plan review at five (5) years.
Young Adult Packages:
Cost: $550
All Young Adult Packages (for individuals 18 years or older) include a Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, and a Durable/Financial Power of Attorney.
• Up to 30 minutes for your initial consultation;
• Up to 30 minutes of virtual explanation and review of your documents; and
• Up to 30 minutes for your signing appointment.
Even if you have little to no assets, medical and financial powers of attorney, and a HIPAA authorization, are essential to have in place if you are 18 years old or older in case the unexpected happens and you can no longer make medical, financial, and legal decisions for yourself.
À la carte Documents and Services:
If you need an individual estate planning document or have minor updates to your existing documents, à la carte pricing is available.
À la carte Documents: À la carte estate planning documents will be quoted at a fixed fee or will be billed at an hourly rate of $300 per hour.
À la carte Services: If you need us to obtain a deed from the Recorder of Deeds Office, the fixed fee is $50 per deed. If you need us to record a deed with the Recorder of Deeds Office, the fixed fee is $100 per deed.
