Flat-fee plans
One price, agreed before we begin
Three plans with published starting prices. At the end of your free first meeting we confirm your flat fee in writing. No hourly bills for phone calls, and no surprises at signing.
The three plans
Prices are starting points for Michigan documents, per person and for a couple. If a simpler plan would do, we will say so.
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Will Plan
For simpler estates and young families
From
$1,450
per person · $1,950 for a couple
The essential documents every adult should have, done properly and explained in plain words.
Book a consultationWhat's included
- Will with guardian nominations for children
- Durable financial power of attorney
- Patient advocate designation and living will
- HIPAA authorization
- Review of your beneficiary forms
- Signing meeting with witnesses and notary
- Originals kept in our vault
- Small updates free for 12 months
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Most families choose this
Trust Plan
For homeowners who want to avoid probate
From
$3,400
per person · $3,900 for a couple
A revocable living trust at the center, with the funding done properly so it works when it is needed.
Book a consultationEverything in the Will Plan, plus
- Revocable living trust
- Pour-over will
- Deed for your main home, recorded by us
- Funding letters and checklist for each account
- A funding check-in until it is finished
- Plan binder and secure digital copy
- Guide letter for your successor trustee
- A check-in letter every three years
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Legacy Plan
For families with a little more to think about
From
$5,900
per person · $6,600 for a couple
For a child with special needs, a blended family, a business or property in more than one place.
Book a consultationEverything in the Trust Plan, plus
- A special needs trust, or blended family provisions, or business coordination
- Deeds for up to three properties, including a cottage
- We do the account funding with you, start to finish
- A family meeting with adult children or trustees
- Coordination with your accountant and adviser
- Letter of intent or continuity memo, as needed
Compare the plans
Every plan includes the documents every adult should have. The difference is how much we do around them.
| Included | Will Plan from $1,450 | Trust Plan from $3,400 | Legacy Plan from $5,900 |
|---|---|---|---|
| Will with guardian nominations | Included | Included | Included |
| Financial power of attorney | Included | Included | Included |
| Health care directive and HIPAA release | Included | Included | Included |
| Beneficiary form review | Included | Included | Included |
| Free small updates for 12 months | Included | Included | Included |
| Revocable living trust | Not included | Included | Included |
| Home deed recorded by us | Not included | Included | Included |
| Funding letters and check-ins | Not included | Included | Included |
| Successor trustee guide | Not included | Included | Included |
| Special needs, blended family or business provisions | Not included | Not included | Included |
| Deeds for up to three properties | Not included | Not included | Included |
| Funding done with you, start to finish | Not included | Not included | Included |
| Family meeting with adult children or trustees | Not included | Not included | Included |
Add-ons and single services
For anything outside a plan, or for help after a death. Each one is a flat fee, confirmed in writing first.
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Extra deed
A second home, cottage or land, each
From $350
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Power of attorney on its own
Durable financial power of attorney, per person
From $650
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Health care directive on its own
Patient advocate designation, living will and HIPAA release
From $450
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Plan review and update
For existing clients, or plans written elsewhere
From $450
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Special needs trust on its own
Third-party trust plus trustee guide
From $2,800
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Business succession
Added to a Trust or Legacy Plan
From $2,500
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Trust administration
Flat fee set after a free review, paid from the trust
From $3,500
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Probate
When there is a will but no trust, flat fee after review
From $3,200
Honest pricing
What can change the price, and what is not included
Things that can raise the fee
- Property in more than one state, like a cottage up north or land out west (each extra deed from $350)
- A business with partners, where agreements need writing or updating
- A family member with special needs, if you start in the Will or Trust Plan
- Very unusual tax situations, where we bring in your accountant
Not included in any plan
- County recording fees for deeds, which are usually modest
- Court filing fees, where probate turns out to be needed
- Preparing tax returns, which your accountant handles
- Investment or insurance products. We don't sell any
You will always know the full fee before you pay anything. If something changes halfway through, like a new property, we tell you the cost first and you decide.
How paying works
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Step 1: A free first meeting
About an hour. At the end, we confirm your plan and flat fee in writing. Take it home and think it over.
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Step 2: Half to begin
When you approve your plan design, you pay half and we start drafting. Paying over three months is fine, at no extra cost.
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Step 3: The rest at signing
Pay the balance on signing day. Free small updates for the next 12 months are already included.
Questions about fees
All questionsWhy flat fees instead of hourly billing?
So you can call with a question without watching the clock. You know the full price before we start, in writing, and it does not change unless you ask us to add something.
When do I pay?
Half when you approve your plan design, and the rest at signing. Trust administration and probate fees are usually paid from the estate.
What is not included?
County recording fees for deeds (usually modest), court filing fees where probate is needed, and tax return preparation, which your accountant handles.
Find out which plan fits
Tell us a little about your family and we will confirm the right plan and your flat fee in writing at the free first meeting.
Book a free consultation