Pricing

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.

Single individual
Core Estate Documents
$2,300 starting
Complete estate plan for single individuals, including all essential protections.
Includes
Revocable living trust
Pour-over will
Financial power of attorney
Healthcare POA / living will
Certificate of trust
Deed transfer & recording (primary residence)
Married couple
Core Estate Documents
$2,800 starting
Comprehensive estate plan for married couples, including community property planning.
Includes
Revocable living trust
Pour-over wills
Financial power of attorney
Healthcare POA / living will
Certificate of trust
Deed transfer & recording (primary residence)

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
Services quoted after consultation
  • 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
The average Arizona probate takes 6 to 12 months and costs families $3,000 to $10,000 in court fees and attorney time.

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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