Estate Planning · Flat-Fee Plans
Three ways to protect what you’ve built
Each plan builds on the one before it — start with the essentials for incapacity, or go all the way to a trust that keeps your family out of probate. Every plan is a flat fee, agreed up front.
Incapacity Plan
Names who speaks for you — medically and financially — if you can’t speak for yourself.
Distribution Plan
Everything in the Incapacity Plan, plus a will that directs where your assets go.
Estate Plan
Everything in the Distribution Plan, plus a revocable living trust that avoids probate.
What’s included
| Document | Incapacity | Distribution | Estate |
|---|---|---|---|
| Health Care Power of Attorney | ✓ | ✓ | ✓ |
| Financial Power of Attorney | ✓ | ✓ | ✓ |
| HIPAA Authorization | ✓ | ✓ | ✓ |
| Living Will (Advance Directive) | ✓ | ✓ | ✓ |
| Last Will & Testament | — | ✓ | ✓pour-over will |
| Revocable Living Trust | — | — | ✓ |
| Deed for primary residence | — | — | ✓ |
Bespoke Planning
Specialized planning, quoted to your circumstances
Some goals call for drafting well beyond a standard plan. These are boutique engagements — each one is built around your specific family, assets, and objectives, so fees are set case by case based on the drafting your plan requires.
Estate Tax Planning
For estates large enough to face estate tax, we structure your plan — using tools such as marital and credit-shelter trusts, lifetime gifting, and irrevocable trusts — so more of what you’ve built passes to the people you choose, and less to taxes.
Fees by consultationMedicaid Asset Protection Trusts
Long-term care can quickly consume a lifetime of savings. When planning is done well ahead of need, a properly structured irrevocable trust can protect your assets while preserving eligibility for Medicaid benefits.
Fees by consultationSpecial Needs Planning
An inheritance can unintentionally disqualify a loved one from needs-based benefits like SSI or Medicaid. A special needs trust lets you provide for them without putting the benefits they rely on at risk.
Fees by consultationBecause each of these plans is drafted to the specifics of your situation, fees are determined case by case, based on the drafting each one requires. As with our standard plans, you’ll receive a flat quote after your consultation — before any work begins.
Couple plans include a complete set of documents for each spouse. Fees are flat and quoted in your consultation before any work begins.
This page is general information, not legal advice, and does not create an attorney–client relationship.