Flat fee pricing, so you know what you’re paying up front.

We offer flat fee pricing for all of our estate, long-term care, and special needs planning. We quote our flat fees based on various factors, most importantly how complex your situation is and how detailed your custom instructions are.  The more time and effort that goes into designing and drafting your plan, the higher the fee will be. During the initial consultation, we will discuss your specific situation and the different options available to you to get an idea of how complex and detailed your plan will be. From there, we will give you a flat fee quote for whatever options you’re interested in, and you can take as much time as you want to decide whether you want to move forward.

For estate/trust administration, we usually offer both hourly billing and flat fee pricing. The hourly billing option is best for clients who intend to handle as much as possible themselves and who only want to pay for whatever services they end up needing. The flat fee option is best for clients who want detailed guidance and want to know the total cost up front without worrying about calling with questions or asking for help with issues as they arise. Given the higher level of service, the flat fee is often higher than the overall anticipated cost of hourly billing, but many clients find that they have more than enough questions and other issues come up to justify the additional investment in the flat fee.