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 and reduced fee wills, power of attorney, and guardianship documents to clients with demonstrated financial need.
Our Rates
Estate Planning Essentials
Our standard rate is $750 for individuals and $1250 for married couples and includes the following documents: a pour over will (or wills), a revocable living trust, advance healthcare directives, financial power of attorney documents, and, as applicable, nominations of guardianship for minor children.
Pro Bono
We provide free guardianship and estate plan documents for clients with demonstrated financial need. Schedule a consultation to see if you qualify.
Charitable Giving & Other Services
Our hourly rate is $225 for all other services, billed in 1/10-hour increments.
Please note that the rates listed above are for illustrative purposes only. There are additional fees associated with the transfer of real property and the review of earlier estate plans. 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.