Estate planning with purpose.
Transforming the estate planning practice
We assist clients in the development of clear and customized estate plans so that they can focus on living in the now. Through charitable giving we assist clients in developing a legacy that speaks to their unique values and goals. To that end, a minimum of 51% of our profits will be used to promote social & environmental reform.
Pro Bono
Everyone deserves peace of mind when it comes to the care of their children. We provide free guardianship documents to clients with demonstrated financial need.
Our Rates
Estate Planning Essentials
Our standard rate is $750 for individuals and $1400 for married couples and includes the following documents: a pour over will (or wills), a revocable trust, advance healthcare directives, financial power of attorney documents, and, as applicable, nominations of guardianship for minor children. We anticipate that the majority of our clients will qualify for our standard rates. During your consultation we will determine whether there are additional costs associated with your individual needs.
Pro Bono
We provide free guardianship documents for clients with demonstrated financial need. Schedule a consultation to see if you qualify.
Charitable Giving and Other Services
Our hourly rate is $250 for all other services, billed in 1/10-hour increments.
Please note that the rates listed above are for illustrative purposes only. There may be additional fees associated with the transfer of real property. During the consultation we will determine whether we are the best fit for your unique estate planning needs. Any fees beyond our standard rates will be disclosed in a formal client agreement. Please review our disclaimer for more information.