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Estate Planning


It is my goal to help you and your family plan for the future and to make sure that your assets are inherited into the right hands. I represent clients who are looking to obtain a will, trust, living will or trust, durable power of attorney, healthcare power of attorney, etc. Now more than ever, clients need to ensure that their wealth passes down to the next generation. Without a will, the state will decide how your assets are divided. 

Living trust and estate planning form on a desk..jpg
Estate Planning: Services

Price List

$250

Estate Planning Consultation

60 Min Call w/ Client

$3500 - $5000 

Living Trust

Review Client's Assets
Draft Trust Document
Review Trust Document
Finalize Trust Document
Retitle Assets Into Trust Name

$1000

Wills

Review Assets w/ Client
Draft and Prepare Will
Review Will w/ client
Finalize Will

$500

Power of Attorney

Draft Power of Attorney
Review Document w/ Client
Edit & Finalize Document

Estate Planning: Price List

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