Clear pricing. Built for what you need.
We primarily work on a flat-fee basis. Below are our price estimates, which we can confirm or adjust in your free consultation. You will know exactly what you're paying before you commit to anything.
Core Estate Planning
The situations we plan for most often. These estimates are starting points, not promises. Your actual fee may be higher or lower depending on your situation, and is always quoted before you commit.
Standard Add-Ons
Tailored provisions and additional services added to your core package as needed.
| Service | Estimated fee | Notes |
|---|---|---|
LLC Creation & Operating Agreement | $800 – $1,200 | Single LLC formation with custom operating agreement |
Each Additional LLC & Operating Agreement | $400 – $750 | Per additional entity |
Each Additional Deed & Recording | $250 – $350 | Rental properties, vacation homes, etc. (plus county recording fees) |
Blended Family Provisions & Complexity | $1,000 – $3,000 | Separate/marital property, prior-marriage children, prenup integration |
Pet Trust | $350 – $500 | Integrated or standalone pet trust provisions |
Special Needs Trust (Third-Party) | $3,000 – $5,000 | For beneficiaries with disabilities (first-party SNTs are Complex Planning) |
Basic Asset Protection Trust | $3,500 – $5,500 | Fact-specific irrevocable trust planning, quoted after consultation |
Done-for-You Trust Funding Assistance | $1,000 – $2,000 | Full retitling of assets and coordination with financial institutions |
Beneficiary Designation Review & Coordination | $300 – $500 | Retirement accounts, life insurance, TOD/POD accounts |
Digital Asset / Digital Legacy Provisions | Included (or $250) | Planning for crypto, online accounts, and digital businesses |
Gun Trust (NFA Firearms) | $500 – $750 | Arizona-compliant NFA firearms trust |
Trust Amendment or Restatement | $650 – $2,500 | Updating an existing plan (complexity determines final fee) |
Annual Plan Review / Maintenance Plan | $350/review or $950/yr | Annual check-in, minor amendments, life-event review |
Complex Estate Planning
Some situations require more than a core package. Business owners, high-net-worth individuals, and families with layered tax considerations need planning that accounts for multiple moving parts.
Because every complex engagement is different, we don't publish fixed fees for these services. We'll discuss scope and pricing in your free consultation and provide a written quote before any work begins.
Discuss your situation- Business Succession Planning
- Business Formation & Structuring
- QSBS Tax Planning
- Asset Protection Strategies
- Estate Tax Reduction
- Charitable Tax Planning
- Life Insurance Trust Planning
- Dynasty Trust Planning
A complete estate plan avoids probate entirely. Most families spend less on their entire plan than they would on a single probate filing. That's before counting the time, stress, and family conflict that proper planning prevents.
Frequently asked questions
Can you give me a rough range of what estate planning costs?
Core Estate Planning for a married couple starts at $2,800 and for a single individual starts at $2,300. Add-ons like LLC formation, blended family provisions, or asset protection trusts are priced separately. Complex Estate Planning (business succession, QSBS, tax strategies) is quoted after consultation because the scope varies significantly.
Do you offer payment plans?
We can discuss payment arrangements during the consultation. We want to make sure cost isn't the thing that stops someone from protecting their family.
What if my situation changes after the plan is signed?
Amendments and updates are quoted separately as needed, also at a flat fee. A trust amendment or restatement typically runs $650 to $2,500 depending on complexity. We recommend reviewing your plan after any major life event and every three to five years. Our annual maintenance plan ($350 per review or $950/year) covers regular check-ins and minor amendments.
Are these prices guaranteed?
The figures on this page are average starting points, not promises. Every plan is tailored to your situation, and your actual fee may be higher or lower. You will receive a written fee quote after your free consultation, before you commit to anything.
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