Will-Based Plans
Essential Plan
$795 Individual
$1,195 Couple
A straightforward will-based plan for individuals and couples who want to put the essential legal documents in place.
Your Plan Includes:
Last Will and Testament
Financial Power of Attorney
Health Care Power of Attorney
Living Will
Attorney Design Meeting
Document Preparation, Attorney Review and Execution Support
Flat-fee pricing. No hourly billing.
Family Protection Plan
$1,195 Individual
$1,695 Couple
A comprehensive will-based plan for parents who want to protect their children and provide clear instructions if the unexpected happens.
Your Plan Includes:
Last Will and Testament
Financial Power of Attorney
Health Care Power of Attorney
Living Will
Attorney Design Meeting
Document Preparation, Attorney Review and Execution Support
Additional Protection Includes:
Guardian Nominations
Testamentary Trust Provisions for Children
Flat-fee pricing. No hourly billing.
Trust-Based Plans
Revocable Trust Plan
$2,795 Individual
$3,795 Couple
A trust-based plan designed to keep properly funded assets out of probate and make administration easier for your loved ones.
Your Plan Includes:
Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Health Care Power of Attorney
Living Will
Trust Funding Instructions and Personal Property Assignment
Attorney Design Meeting
Trust Funding Support Includes:
Document Preparation, Attorney Review and Execution Support
Preparation and Recording of One Routine South Carolina Deed
60-Day Trust Funding Follow-up
Flat-fee pricing. No hourly billing.
Family Trust Plan
$3,495 Individual
$4,495 Couple
A comprehensive trust-based plan for parents who want to protect their children and provide clear instructions if the unexpected happens.
Your Plan Includes:
Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Health Care Power of Attorney
Living Will
Trust Funding Instructions and Personal Property Assignment
Attorney Design Meeting
Additional Family Protection Includes:
Guardian Nominations
Continuing Trust Provisions for Children
Trust Funding Support Includes:
Document Preparation, Attorney Review and Execution Support
Preparation and Recording of One Routine South Carolina Deed
60-Day Trust Funding Follow-up
Flat-fee pricing. No hourly billing.
Concierge Planning Visit
Prefer to complete your estate-planning meeting from the comfort of your home?
Add a Concierge Planning Visit to any estate-planning package for $300, plus applicable mileage.
I’ll come to your home for a private, in-person Design Meeting of up to 60 minutes.
Available within the Firm’s standard service area. Travel outside the service area, special scheduling and additional meeting time may require an additional fee.
Additional Services
Some plans require services beyond the standard package, such as additional deeds, special trust provisions, or other customized planning. Any additional fees will be discussed and agreed upon before work begins.
Advertised fees cover the legal services specifically listed in each plan. Clients may be responsible for recording fees, filing fees, certified copies, mileage, out-of-state counsel, and other third-party expenses when applicable. Any additional charges will be disclosed before work begins.
Attorney-Attended Signing
Would you prefer for me to attend and guide your signing appointment?
Add an Attorney-Attended Signing for $350, plus applicable mileage.
Otherwise, you’ll ordinarily complete the signing with two approved witnesses and a qualified notary using my written execution instructions.