Services That We Offer

Jay Pink, Brandon L. Meyer and their team have over 20 years of experience helping business owners and families to make their businesses and estates legally sound.

Estate Planning Tiers

Estate Planning Pricing

All Packages Are For A Complete Estate Plan Including:
Revocable Living Trust
Certification of Trust
Pour-Over Will
Durable Power of Attorney
Advance Health care Directive
HIPPA Authorization
General Assignment
Funding Instructions
Grant Deed for Primary Residence and Recording Fees.

Gold

Package
$ 750
Monthly
  • Educational Consultation
  • Online Intake Form
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • General Assignmen
  • Certification of Trust

Platinum

Package
$ 950
Monthly
  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive.
  • HIPAA Authorization
  • General Assignmen
  • Certification of Trust
  • Trust Funding Grant Deed (1 property)
  • Legacy Letter
  • Originals of Documents
New Deal!

Diamond

Package
$ 1150
Monthly
  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • General Assignmen
  • Certification of Trust
  • Trust Funding Grant Deed (1 property)
  • Legacy Letter
  • Originals of Documents

All Packages Are For A Complete Estate Plan Including

Gold

Platinum

Diomond

Revocable Living Trust

Revocable Living Trust

Revocable Living Trust

Pour-Over Will

Pour-Over Will

Pour-Over Will

Durable Power of Attorney

Durable Power of Attorney

Durable Power of Attorney

Advance Health Care Directive

Advance Health Care Directive

Advance Health Care Directive

HIPAA Authorization

HIPAA Authorization

HIPAA Authorization

General Assignmen

General Assignmen

General Assignmen

Certification of Trust

Certification of Trust

Certification of Trust

Personal Property Memorandum

Personal Property Memorandum

Personal Property Memorandum

Trust Funding Grant Deed
(1 property)

Trust Funding Grant Deed
(1 property)

Trust Funding Grant Deed
(1 property)

Business Assignment
(1 property)

Business Assignment
(1 property)

Business Assignment
(1 property)

Legacy Letter

Legacy Letter

Legacy Letter

Originals of Documents

Originals of Documents

Originals of Documents

Self completion of our comprehensive intake and pre-work design form

Self completion of our comprehensive intake and pre-work design form

Self completion of our comprehensive intake and pre-work design form

1-Hour Phone Design Meeting with Attorney

Phone Design Meeting with Attorney

In-Person Design Meeting with Attorney

In-Person Design Meeting with Attorney

In-Person Review and Signing Meeting with Attorney

Notarization of Documents

In-Person Review and Signing Meeting with Attorney

Sending Deeds to County Recorder

Sending Deeds to County Recorder

Paper Copies and PDF Copies of Documents

Paper Copies and PDF Copies of Documents

30-minute Initial Educational Call

In-Person Design Meeting with Attorney

Draft Versions of Documents Sent for your review

2-payments of $750

2-payments of $950

2-payments of $1,150

If Joint Plan (married couples, domestic partners, life partners, or other couples) add a 3rd payment of the same amount.

These prices are only available for estate values below $6 million. If your estate exceeds that, we would still love to work with you – please reach out for a free initial consultation and a quote.

One payment is due when you start the project and the other is due when the documents are delivered to you.

If a Joint plan (married couples, domestic partners, life partners, or other couples) add a 3rd payment of the same amount.

All Packages are for a complete
Estate Plan including

The Silver Package

You complete our comprehensive intake form and pre-work design form. A 1-hour phone consultation with an attorney. Your attorney drafted complete estate plan documents will be mailed to you for you to arrange notarization. 10-days turnaround.

The Gold Package

You complete our comprehensive intake form and pre-work design form. A 1-hour phone consultation with an attorney. Your attorney will draft complete estate plan documents and you will come into the office for a 1-hour review meeting. We handle the signing and notarizing of all your documents, scan, copy and return originals, paper copies, and to you in a custom estate planning box. 20-days turnaround.

The Platinum Package

You meet with the attorney for an initial educational call. A team member will contact you to collect all the relevant info (or you can use the secure online intake form to provide details). You will meet with the attorney (in-person, zoom, or phone at your preference) for a Design Meeting. You will receive drafts of your documents to review. You will meet in the office with the attorney to review and execute your documents. We will handle the notarization for you, process the documents, scan, copy, and provide you with the originals, copies and PDF versions. We will send all real property transfer documents to the appropriate recorder’s office and forward to you when returned. 30-days turnaround.

All Packages are for a complete
Estate Plan including

The Silver Package

You complete our comprehensive intake form and pre-work design form. A 1-hour phone consultation with an attorney. Your attorney drafted complete estate plan documents will be mailed to you for you to arrange notarization. 10-days turnaround.

The Gold Package

You complete our comprehensive intake form and pre-work design form. A 1-hour phone consultation with an attorney. Your attorney will draft complete estate plan documents and you will come into the office for a 1-hour review meeting.

The Platinum Package

You meet with the attorney for an initial educational call. A team member will contact you to collect all the relevant info (or you can use the secure online intake form to provide details). You will meet with the attorney (in-person, zoom, or by phone at your preference) for a Design Meeting.

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