Flat Rate Estate Planning

Whether you are a single individual or a married couple, we will consult with you to create an estate plan for a flat rate fee. Included is an initial consultation with an attorney to determine your needs and wishes, as well as the drafting and execution of the documents you need.

Some clients require more complex planning outside of the flat rate plan. While our number one goal is to keep our plans as straight forward and effective as possible, clients with many assets, multiple properties or business holdings, beneficiaries with special needs, charitable intentions, or who want to avoid probate may require more complex trust documents and tax planning. We can explain what your options are and craft a comprehensive plan that will achieve your goals.