Transparent Estate Planning Pricing
Clear, upfront pricing for the vast majority of services offered by this law firm. There may be some variability for rare instances of added complexity some clients may have. Should your needs require additional cost and complexity you will be told before we begin working together on your estate plan or business setup.
All fees for service are paid in advance of any work being done. Once a fee is paid, it is kept in an Interest on Lawyer Trust Account (IOLTA account) and the firm/attorney is not paid until the matter is complete.
Estate Planning Packages
Individual Basic Package
$1,500
Best For: Single individuals with straightforward assets, no complex family situations, estates under $1 million.
Included Documents:
- Simple Last Will and Testament
- Durable Power of Attorney (Financial)
- Oregon Advance Directive (Healthcare Power of Attorney + Living Will)
- HIPAA Authorization
- Basic asset titling guidance
- Document storage binder with instructions
Couples Basic Package
$2,000
Best For: Married couples with simple estates, primary residence, basic retirement accounts.
Included Documents:
- Two separate Last Will and Testaments
- Two Durable Powers of Attorney (Financial)
- Two Oregon Advance Directives
- Two HIPAA Authorizations
- Joint asset titling guidance
- Beneficiary designation review
- Document storage binders with instructions
Individual Comprehensive Package
$2,500
Best For: Individuals with moderate estates ($200K-$1M), minor children, some complexity.
Included Documents:
- Detailed Last Will and Testament with trust provisions
- Durable Power of Attorney with extensive powers
- Oregon Advance Directive with detailed medical preferences
- HIPAA Authorization
- Pour-over Will (if trust included)
- Asset inventory and titling recommendations
- Beneficiary designation review
- Funeral/burial instructions document
Additional Services:
- Asset protection strategies
- Guardian nominations for minor children
- Digital asset management provisions
Couples Comprehensive Package
$3,000
Best For: Married couples with estates $300K-$2M, children from previous marriages, some business interests.
Included Documents:
- Two detailed Wills with coordinated provisions
- Two Durable Powers of Attorney
- Two Oregon Advance Directives
- Two HIPAA Authorizations
- Joint asset management strategies
- Beneficiary coordination across all accounts
- Digital asset management plan
Additional Services:
- Asset protection planning
- Coordinated financial and healthcare agent appointments
- Family business succession basics
- Annual review scheduling
Revocable Living Trust Package (Individual)
$2,500
Best For: Individuals wanting to avoid probate, privacy concerns, out-of-state property ownership.
Included Documents:
- Revocable Living Trust Agreement
- Pour-over Will
- Durable Power of Attorney
- Oregon Advance Directive
- HIPAA Authorization
- Trust funding instructions and asset transfer documents
- Successor trustee instructions
Additional Services:
- Asset titling assistance
- Trust funding coordination
- Ongoing trust administration guidance
Joint Revocable Living Trust Package (Couples)
$3,000
Best For: Married couples with estates over $500K, multiple properties, desire for privacy and probate avoidance.
Included Documents:
- Joint Revocable Living Trust or Two Separate Trusts
- Two Pour-over Wills
- Two Durable Powers of Attorney
- Two Oregon Advance Directives
- Two HIPAA Authorizations
- Trust funding instructions
- Asset transfer documentation
- Successor trustee guidance
Additional Services:
- Coordinated trust funding
- Trust administration training
- Asset protection planning
Business Owner Package
$5,000
Best For: Business owners, professional practices, family businesses requiring succession planning.
Included Documents:
- All comprehensive package documents
- Business succession plan
- Buy-sell agreements
- Key person insurance arrangements
- Employment agreements for successors
- Management transition documents
Additional Services:
- Business valuation coordination
- Employee benefit plan integration
- Asset protection for business assets
Blended Family Package
$3,500
Best For: Second marriages, children from previous relationships, complex family dynamics.
Included Documents:
- Separate property agreements
- Coordinated Wills with specific provisions for children from previous marriages
- Trust provisions for minor children
- QTIP trust provisions for surviving spouse protection
- Powers of Attorney with successor agents
Special Needs Package
$3,000
Best For: Families with disabled dependents, preserving government benefits eligibility.
Included Documents:
- Special Needs Trust (Third-party or First-party)
- ABLE Account coordination
- Guardianship/conservatorship documents
- Government benefits preservation planning
- Care instructions and life care plan
Individual Services
Will (Last Will and Testament)
Document directing the distribution of your assets upon your death.
$1,000 individual • $1,200 married couple
Durable Power of Attorney
Designates an individual to manage your financial affairs if you become incapacitated.
$300 standalone (typically included in packages)
Advance Directive (Living Will)
Outlines your wishes for medical treatment and end-of-life care.
$300 standalone (typically included in packages)
Revocable Living Trust
Allows you to manage assets during your lifetime and distribute them upon death without probate.
$2,000 basic • $4,000 complex/specialized
Estate Plan Review and Update
Complete document review, legal changes analysis, asset and beneficiary review, limited amendments.
$600
Hourly Rate
For edge cases requiring hourly billing (flat fees preferred).
$250 per hour
Ongoing Services
Annual Reviews (No Drafting)
$250
Document Amendments
$150 each
Trust Administration
$250 per hour
Timeline & Additional Information
Basic packages: 1 week
Trust packages: 2-3 weeks
Complex packages: 3-4 weeks
Consultation fee: None – no fee to consult before we agree to work together
Notary fees: Covered in your flat-fee payment
Court filing fees: Will be invoiced to the client as they accrue
Timelines account for both firm drafting time and client information gathering time. Timelines above are estimates and may vary.