How our flat-fee pricing works

Flat-fee pricing means you know what the work costs before you decide whether to do it. That sounds obvious. In practice, almost no estate planning firms work this way.

What flat-fee means for you

After your consultation, we send a written recommendation that includes the documents we think your situation calls for and a single flat fee for the full engagement. If you move forward, that fee covers everything in scope: drafting, revisions, the signing meeting, and the written funding guidance that comes after.

What it doesn't cover

The flat fee covers the work we proposed. If your situation changes mid-engagement or you decide to add something significant (a separate business succession plan, an irrevocable trust that wasn't in the original scope), we quote that separately. You always know the number before you say yes.

Typical ranges

Basic will-based plans start in the low four figures. Revocable trust-based plans for a typical Arizona family fall in the mid four figures. Plans that include business succession, irrevocable trusts, tax-sensitive planning, or other complexity price higher and depend on the specifics. We quote the exact number after the consultation, not before.

Why we work this way

Hourly billing creates incentives that are bad for clients. It rewards inefficiency and punishes good questions. A flat fee says the number up front and lets us do the work the situation actually calls for. No more and no less. For a straightforward plan, that's a lower total cost than hourly billing almost always produces. For a complex plan, it's predictable.