Estate Plan Package
$1,500 per person*
with accepted insurance ~$250
- Two 60-minute meetings with your attorney to complete your estate plan
- 90% of clients finish in package time
- Revocable Trust
- Certification of Trust
- Special Needs Trust (if needed)
- Personal Property Memorandum
- Guardianship Nomination with Child Care Power of Attorney
- Pourover Will
- Plan Notarization
- Deed Preparation and Recording (one property)
- Durable Power of Attorney
- Advanced Healthcare Directive / Living Will
.*Package Pricing Details
- Time the attorney spends drafting your plan or responding to an email that can be answered in five minutes or less does not count toward attorney time.
- All other emails (questions/edits) will be responded to during meeting time.
- This pricing applies to all new clients, including those with existing trusts or wills.
- Payments: 50% due when we send you a draft and 50% when you sign the plan.
Additional Services:
- $500 to add a separate property trust, $300 to add a deed.
- Extra time with your attorney to complete your plan: $250 per 30 minutes.
- $75 per deed recording fee click here to make the payment, please reference the property’s address and your name.
Are there other details regarding the pricing that are good to know?
Yes, our flat rate pricing above applies to new clients as well as clients with existing trusts or wills.
Any time your attorney spends drafting your plan or responding to an email that can be answered in just a few minutes or less does not count toward attorney time. Other emails will be responded to in meeting time. If you need additional time with your attorney to complete your plan, the fee would fall under normal advice time at $250 per half hour.
Is this going to be expensive and take a ton of time?
Nope, our estate plan packages work for the vast majority of people without any additional fees and in less than 3 sessions.
What if I have more than one property trust or deed that I need done?
Nope, our estate plan packages work for the vast majority of people without any additional fees and in less than 3 sessions.
Our process is organized, and we don’t bill for drafting, research, emailing, etc. You can decide if you want to book extra time for any reason, but the vast majority of clients do not need it.
How does payment work?
The payment is split into two parts: 50% is due when we send you a draft and the remaining 50% is when you sign the plan. If you purchase additional meeting time then you will pay when scheduling the meeting and is fully earned on the day of the meeting if you do not cancel with at least a 24-hour notice.
Why would I need to book extra time?
Because we have worked on thousands of estate plans, we can almost always help you get done in two meetings, no matter how complicated or unique your situation.
Most clients who pay for extra time do so for one of two reasons:
(1) They simply want some extra time with us to discuss the fine points of the plan
(2) There is family conflict and want our expertise to help mediate.
Am I going to have to find a bunch documents like social security information, bank account numbers and birthdays?
No. All you need to prepare your estate plan is a list of where your assets are located (Fidelity, Bank of America, etc.), who you want to be in charge, and who you want to receive your assets (beneficiaries). Most clients can answer 90% of our questions during the first call without any research.
If I have legal insurance coverage, are there other details that are good to know?
Yes although most all of these services will be fully covered property recording and notary fees are not. The property recording fee is $75 per property connected to trust and notary fees are $15 per signature. In most cases, those fees are about $375 for an individual and $450 for a couple.
Also if your plan is a “will only” plan then the fee to add a trust is not covered and is $950 for an individual and $1250 for a couple.
Payments for plans covered by legal insurance are due at the notarization / signing appointment.
Where are you located?
Most clients prefer to do their meetings with an attorney over the phone or through a video conference. For the formal document Signing Ceremony, you can come to one of our signing locations:
Uptown Dallas – 4131 N. Central Expy Suite #900 Dallas, TX 75204
McKinney – 7300 State Hwy 121 Suite 300 McKinney, TX 75070
Frisco/West Plano – 5700 Tennyson Pkwy Suite 300 Plano, TX 75024
Fort Worth (Keller) – 9500 Ray White Rd Suite 200 Fort Worth, TX 76244
Spring – 1401 Lake Plaza Dr. Suite 200 Spring, TX 77389
Houston/River Oaks – 24 Greenway Plaza Suite 1800 Houston, TX 77046
Round Rock – 551 S I-35 Frontage Road Suite #300 Round Rock, TX 78664
Austin (Arboretum) – 8911 N Capital of TX Hwy Suite 4200 Austin, TX 78759
Need an appointment sooner?
For the Dallas Office Call (469) 669-0699
For the Austin Offices Call (512) 881-5288
- For the Houston Offices Call (713) 234-4149
- Want to start with 30 minutes to get to know us instead? Schedule here.
Veterans, Teachers, Police, Fire
We gladly provide a 10% discount to veterans and all those who serve our communities through the military, fire, and police departments, and those teaching in public schools (K-12).