Estate Planning Pricing Guide
You deserve confidence when planning your legacy. Our goal is to keep pricing clear and upfront — no surprises.
| Service | Price | Details |
|---|---|---|
| Estate Planning Consultation | Complimentary | A no-cost consultation to review your needs, explain available services, and outline the right documents for your estate plan. |
| Advance Healthcare Directive / Living Will | $150.00 | Specifies your preferences for medical care if you’re unable to communicate them. |
| Beneficiary Designation Update (per account) | $50.00 | Ensures your life insurance / retirement accounts list the correct beneficiaries. |
| Digital Asset Inventory & Password List | $75.00 | Catalogs your digital accounts, assets, and login info for executor / heirs. |
| Disposition & Funeral Instructions | $100.00 | Documents your funeral, burial or cremation preferences to ease burden on loved ones. |
| Durable Power of Attorney — Financial | $150.00 | Authorizes someone to manage finances if you’re incapacitated. |
| Durable Power of Attorney — Healthcare | $150.00 | Allows someone to make your medical decisions if you’re unable to. |
| HIPAA Authorization Form | $75.00 | Grants permission for medical professionals to share health information with designated individuals. |
| Last Will & Testament — Simple | $200.00 | Straightforward will for asset distribution and guardianship with minimal complexity. |
| Last Will & Testament — Complex (Trust + Will) | $500.00 | More comprehensive will incorporating trust components for complex estates. |
| Estate Essentials Bundle | $450.00 | Bundle: Simple Will + Financial & Healthcare POAs + Advance Directive + HIPAA form. |
| Trust & Legacy Bundle | $1,200.00 | Bundle: Revocable Living Trust + Pour-Over Will + Asset Transfer document + optional ILIT integration. |
Protect Your Legacy with Confidence
Consultations are complimentary. Choose the document services that best fit your needs, and we’ll help you prepare with clarity and care.
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