We Are Here to Help
Every Step of the Way
Whether you are just getting started or ready to move forward with legal representation, choose the option below that best fits where you are right now.
How Would You Like to Get Started?
Choose the option that best fits your situation.
Not sure where to start? Complete a brief intake form so we can learn about your family, your goals, and your legal coverage. We will review your information and guide you to the right next step at no charge.
Book A Free ConsultationIdeal for a specific question or quick clarity on your estate planning or trademark situation. The attorney will review your goals and provide targeted next steps.
Best for a thorough review of your estate plan, trademark portfolio, or business planning goals. The attorney will walk you through your options in depth and outline a personalized path forward.
Estate Planning Service Tiers
Transparent, flat-fee pricing designed around the complexity of your situation.
- Living Trust
- Pour-Over Will
- Power of Attorney
- One Deed for One Property (additional deeds/property are $500 each)
- Health Care Directive
- Guardianship Provisions (as applicable)
- Personal Property Memorandum
- Memorial Memorandum
- Notary Services
Perfect for single individuals or married couples with straightforward estates and no special planning needs.
- One revision round
- Basic beneficiary designation review of client shared document
- One attorney meeting to review plan before signing (virtual)
- One meeting with notary to sign documents
Perfect for blended families, clients with special needs beneficiaries, divorced or previously married individuals, or those wanting personalized guidance and in-person attention.
- Two revision rounds
- One attorney meeting to design your plan
- One meeting with attorney and notary to review plan before signing
- Enhanced beneficiary planning
- Blended family considerations
- Special needs planning (non-tax)
- Comprehensive attorney consultation
Perfect for business owners, entrepreneurs, or clients with significant assets requiring succession planning and business-to-estate integration.
- Business succession planning documents
- Three revision rounds
- One attorney meeting to design your estate plan
- One attorney meeting to review business documents and succession planning
- One attorney meeting to review plan before signing
- Business document audit and updates
- Business-to-estate plan alignment review
- Enhanced beneficiary planning
- Special needs planning (non-tax)
- Comprehensive attorney consultation and strategy sessions
Tax planning is not included at any tier level. Attorney meetings are conducted in-person when possible. Every plan begins with a free initial consultation, where we will help you determine which tier is right for your situation.
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The information contained in this website is for informational and entertainment purposes only, and should not be construed as offering legal advice, or creating an attorney-client relationship between the reader and the attorney. You should not act or refrain from acting on the basis of any content included in this Website without seeking appropriate legal advice about your individual facts and circumstances from an attorney licensed in your state.
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