A gift of clarity for the people you love
Wills & Estates
Wills, trusts, powers of attorney, and probate guidance — flat-fee packages that turn a task you've been dreading into an afternoon you'll be glad you spent.
Estate planning has a reputation problem: it sounds like paperwork about dying. In practice it's the opposite — it's deciding, while life is calm, who would raise your children, who could pay your mortgage if you were in a hospital bed, and how to hand what you've built to the people you love without a year of court in between. Families tell us the feeling afterward is simple relief.
We plan in plain English. Before we draft anything you'll understand what a will actually does, when a revocable trust earns its extra cost (and when it honestly doesn't), and why the beneficiary form on your retirement account quietly outranks them both.
When a death has already happened, we guide personal representatives through probate with patience — checklists, deadlines translated to a calendar, and a steady voice on the phone for the moments the process feels like too much.
What it costs
Fees, in plain sight
| Matter | Fee |
|---|---|
| Foundation Will Plan full package details on the fees page | $1,450 individual / $2,150 couple |
| Family Trust Plan | $3,200 individual / $3,900 couple |
| Legacy & Special Circumstances Plan | from $5,500, quoted flat after the first meeting |
| Probate administration estimate after the first meeting; simple estates often quoted flat | Hourly — $285 partner / $215 associate |
Every planning package is a true flat fee: meetings, drafting, revisions, the signing ceremony, and your document binder are all included. Not sure which package fits? The planning quiz takes three minutes and gives you an honest starting point.
What it looks like
Step by step, at your pace
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A conversation about people, not forms
The first meeting is about your family, your home, and your worries. The documents come later; they're the easy part.
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A recommendation you can question
We propose a package and explain exactly why — including, often, why the cheaper one is enough.
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Drafts in plain English
Every document arrives with a one-page summary of what it does. You revise as much as you need; it's included.
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Signing, then a full binder
One unhurried signing meeting with witnesses and notary handled. You leave with originals, copies, and a what-goes-where checklist.
Who you'd work with
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Daniel OseiPartner — Estate Planning & Probate
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Tom LindqvistAssociate — Wills & Elder Law
Honest answers
Questions families ask us
Do I need a trust, or is a will enough?
It honestly depends — and anyone who answers before asking about your family and your assets is selling, not advising. A will is enough for many families. Trusts earn their cost when there's a home you want to pass outside probate, young or blended-family children, property in more than one state, or privacy concerns. The planning quiz on this site walks the same logic we use in the first meeting.
What happens if I die without any plan?
State law writes one for you — a fixed formula deciding who inherits and who's in charge, applied without any knowledge of your family. It's rarely catastrophic, but it's slower, more public, and more expensive for the people handling it, and it has no opinion about who should raise your children. That last gap is the one we'd most like to close for you.
How often should a plan be updated?
Look at it after any big life event — marriage, divorce, a birth, a death, a move to another state, a home purchase, a meaningful change in what you own. Absent those, a ten-minute review every three to five years is plenty. Reviews of plans we drafted are free, always.