Thank you for your interest. Express estate planning is designed for individuals and couples who know what they want and prefer limited attorney involvement but also value attorney-produced estate planning documents. This can be for persons with or without children and is $1,500 for an individual, $2,000 for a couple.

You will receive a link to a detailed questionnaire that will be used to write your documents. The documents included are

-Will with contingent trust
-Appointment of Agent for Disposition of Remains

-Durable Power of Attorney

-Medical Power of Attorney

-HIPAA Authorization

-Directive to Physicians

-Guardianship Declaration

-Guardianship Declaration for Child (optional)

You can add on a Transfer on Death Deed ($300+recording costs). A copy of your existing deed will need to be uploaded through the client portal.

Once the questionnaire is filled out completely, the office will prepare draft estate documents and may have follow-up questions that will be sent through the client portal. All responses must be by email or client portal. If you find you want time to review with the attorney, it will be charged at the attorney’s hourly rate as an additional cost or you can choose to convert to full service estate planning at the regular flat fee rate.

Clients will review the drafts using an FAQ guide, then schedule an hour-long meeting to sign everything at the office. Witnesses will be provided, the client simply needs to bring their ID to the appointment. Clients will receive an instruction letter on tasks to perform after the documents are signed. Once documents are signed, the work is complete. Any additional follow-up will be charged at the attorney’s hourly rate.

Express estate planning is not for someone wanting revocable trust planning, ongoing assistance from the attorney, or who has a child who needs Supplemental Needs Trust planning. If, upon review, the attorney determines you need more than express, the office will contact you to recommend other options and explain why.