Schedule a Free Telephone Consultation
Our prices and services are tailored to your individual needs.
ESTATE PLANNING FEE SCHEDULE
Documents
Last Will & Testament
Financial Power of Attorney
Healthcare Power of Attorney
Healthcare Directive
HIPAA Authorization
Community Property Agreement
Personal Property List
Revocable Living Trust
Certificate of Trust
Assignment of Personal Property
Deeds - up to 2 properties
Services
WA estate tax analysis & planning
Written post-signing instructions
Attorney document review meeting
Post-signing funding meeting
Free amendments for 12 months
Will Plan
Documents
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement
- Personal Property List
Services
- WA estate tax analysis & planning
- Written post-signing instructions
Trust Plan
Documents
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement
- Personal Property List
- Revocable Living Trust
- Certificate of Trust
- Assignment of Personal Property
- Deeds – up to 2 properties
Services
- WA estate tax analysis & planning
- Written post-signing instructions
- Attorney document review meeting
Trust Plan Plus
Documents
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Power of Attorney
- Healthcare Directive
- HIPAA Authorization
- Community Property Agreement
- Personal Property List
- Revocable Living Trust
- Certificate of Trust
- Assignment of Personal Property
- Deeds – up to 2 properties
Services
- WA estate tax analysis & planning
- Written post-signing instructions
- Attorney document review meeting
- Post-signing funding meeting
- Free amendments for 12 months
Additional Services
Additional recorded deed (beyond 2 included)
$500 + recording fees
Additional Testamentary Trust (Will Plan)
$500 each
Trust Amendment
Quoted by complexity
Not sure which plan is right for you? Schedule a free consultation to review your situation together.
1 Trusts for children & grandchildren included in Will Plan. Additional testamentary trusts $500 each.
2 A Last Will & Testament is known as a Pour-Over Will for the Trust Plans.
3 Community Property Agreements only apply to married couples
4 County recording fee is not included.
A flat fee model enables us to
Create trust with our clients
Focus on our client’s top goals and priorities
Reduce your cost by eliminating the support required for hourly billing
Transparent Pricing and Our Flat Fee Estate Planning Model
Our flat fee Will and Trust packages include all communication with our firm and provide peace of mind without any surprises. The goal is to tailor your estate plan to protect your assets and secure your legacy.
We Treat Clients like Family
Robert has been great. His expertise in realestate purchase and sale agreements saved us a major headache and provided us options to ensure we found a viable solution for all parties. Additionally Robert was timely in his response.
I spoke with Robert today to get advice on a will. He was friendly, knowledgeable and compassionate. He listened and addressed my questions straightforwardly and honestly. I recommend him wholeheartedly.
Mr. Franco listened to my situation and offered advice guiding me in a different direction than the course I had chosen. This has turned out to be a better direction by which to accomplish my goals.