Flat-fee billing = no surprises

Instead of billing by the hour (or tenths of the hour), we use flat-fee billing for all of our services.

Flat-fee billing gives our clients budget certainty and encourages them to utilize our support services. There are no extra fees if your situation is complicated or if you have lots of questions.

The Works™ is our comprehensive offering

The Works includes the following documents:

  • Will
  • Living Trust
  • Health Care Directive
  • Durable Power of Attorney

Together, these four documents comprise a comprehensive estate plan – caring for vulnerable loved ones, providing a clear distribution plan for your assets, and authorizing trusted agents to act on your behalf if you’re incapacitated.

(Traditionally, only very wealthy families used the Living Trust (the legal fees were considerable) – but middle class individuals and families can definitely benefit from the cost savings and added privacy of skipping probate. If you’d like to discuss the particulars of your situation, please contact us.)

We offer The Works in four service levels

The Works includes the documents customized to your wishes/circumstances, emailed to you with clear signing instructions.
The Works+, we also print and tab the documents for your signature, then review the signed docs to ensure correct execution.
The Works5, we also provide 5 years of support to help you avoid probate by moving assets to your Living Trust.
The Works5+, we also draft asset transfer documents and amendments (helpful as you acquire new assets or your circumstances change).

Works

Works+

Works5

Works5+

Each document customized to your wishes
Each document reviewed by a licensed attorney
Documents and instructions sent via email
Documents printed / tabbed for your signature
Signed documents reviewed for proper execution
Long-term storage in our vault
5 years of support (to help you avoid probate)
Support upgrade - we draft transfer docs and amendments
$1200
$1500
$2000
$2500

Works

$1200
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email

Works+

$1500
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault

Works5

$2000
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault
  • 5 years of support (to help you avoid probate)

Works5+

$2500
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault
  • 5 years of support (to help you avoid probate)
  • Support upgrade - we draft transfer docs and amendments

Works

Works+

Works5

Works5+

Each document customized to your wishes
Each document reviewed by a licensed attorney
Documents and instructions sent via email
Documents printed / tabbed for your signature
Signed documents reviewed for proper execution
Long-term storage in our vault
5 years of support (to help you avoid probate)
Support upgrade - we draft transfer docs and amendments
$650
$1000
$1250
$1500

Works

$650
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email

Works+

$1000
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault

Works5

$1250
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault
  • 5 years of support (to help you avoid probate)

Works5+

$1500
  • Each document customized to your wishes
  • Each document reviewed by a licensed attorney
  • Documents and instructions sent via email
  • Documents printed / tabbed for your signature
  • Signed documents reviewed for proper execution
  • Long-term storage in our vault
  • 5 years of support (to help you avoid probate)
  • Support upgrade - we draft transfer docs and amendments

If you don’t want the four documents in The Works…

 

Configure a custom package
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