Estate Planning


Whether you need a complex living trust, or only a simple power of attorney. Our office has the experience and expertise to help. Call today. We offer the following fixed rate estate plan packages to meet your needs.

Simple Will Estate Plan: includes Last Will and Testament, Affidavit of Attesting Witnesses to Will, General Broad Form Power of Attorney, Advanced Directive for Healthcare. $750 per individual $1,000 for a married couple.

Individual or Joint Marital Trust Estate Plan (for assets less than $1,000,000): Includes Declaration of Trust, Certification of Trust, Memorandums of Resignation of Trustee. Pourover Wills, General Broad Form Powers of Attorney, Advanced Directives for Healthcare, and asset transfer documents and assistance. $2,000.

OSMP Disclaimer Trust (for assets in excess of $1,000,000): Includes Declarations of Trust, Certifications of Trust, Memorandums of Resignation of Trustee. Pourover Wills, General Broad Form Power of Attorneys, Advanced Directive for Healthcare, and asset transfer documents and assistance. $2,000.

Complex large estate planning (for assets substantially in excess of $2,000,000) , individualized plans based on assets and goals, hourly rates apply.

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