Fees & Planning Options
We offer clear, flat-fee estate planning so you know the cost in advance and can make informed decisions without uncertainty.
​
Our fees are based on typical planning needs for Florida residents and include guidance through the estate planning process from start to finish. Final recommendations and pricing are confirmed after reviewing your specific circumstances.
Will-Based Estate Planning
Starting at:
-
$950 (Individual)
-
$1,600 (Married Couple)
Typically appropriate when:
-
Planning goals are focused on naming decision-makers and beneficiaries
-
Probate avoidance is not a primary concern
-
Assets and beneficiaries can be addressed through core estate planning documents
-
You want essential planning documents without the structure of a revocable trust
Documents typically included:
-
Last Will and Testament
-
Durable Power of Attorney
-
Health Care Surrogate Designation
-
Living Will
-
HIPAA Authorization
-
One deed (if applicable)
-
Secure digital document access
Trust-Based Estate Planning
Starting at:
-
$1,950 (Individual)
-
$2,700 (Married Couple)
Typically appropriate when:
-
Probate avoidance is a priority
-
Privacy and flexibility are important
-
You own real estate or assets that would otherwise pass through probate
-
You want ongoing control over how assets are managed or distributed
Documents typically included:
-
Revocable Living Trust
-
Pour-Over Will
-
Durable Power of Attorney
-
Health Care Surrogate Designation
-
Living Will
-
HIPAA Authorization
-
One deed (if applicable)
-
Trust funding guidance
-
Secure digital document access
Additional Planning Considerations
Some situations require additional provisions or coordination beyond a standard estate plan, such as planning for minor or young adult beneficiaries, extended asset protection features, or non-standard beneficiary arrangements or family dynamics.
​
If additional work is needed, this will be discussed with you before any services are performed.
​
How Pricing Works:
-
All fees are quoted in advance
-
No hourly billing
-
No surprise charges
-
Add-on services, if appropriate, are discussed transparently
The best way to determine whether a will-based or trust-based plan is right for you is to start with our intake process. The Consultation helps determine whether a will-based or trust-based plan is right for you.
​​
This information is provided for general planning purposes. Final recommendations are made after reviewing your specific circumstances.