New Fee Implementation (Effective April 1, 2026): A document execution and primary residence funding fee ($400 itemized below) will apply to all estate plan matters beginning on or after April 1, 2026. A matter is deemed to begin on the date the walkthrough appointment is booked; not the date the actual walkthrough occurs.
Book a walkthrough prior to April 1, 2026 to avoid the new fees.
We do not permit piecemeal implementation. Documents we prepare are carried through to proper execution or recording. All associated third-party costs remain the client’s responsibility.
| Service Phase | What You Receive | Estate Plan Cost |
| Design & Drafting |
• Comprehensive attorney consultation
• Customized estate plan design
• Professional document preparation
| With legal insurance: $0 Without legal insurance: starting at $2,300 |
| Legal Execution |
• Notary and witness fees
• Scheduling signing appointment
• Document finalization and execution
| $225 all clients |
| Asset Funding |
• Preparing deeds and retitling documents
• Ensuring beneficiary alignment
• Making your plan operational (not just theoretical)
| $175 primary residence
$250 per additional asset |
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Legal insurance note
Legal Insurance plans do not cover document execution or trust funding. This fee reflects our required out-of-pocket costs,
including notary and charges for related services. Matters are handled as a complete engagement; we do not piecemeal services.
Example totals (one home) - with and without legal insurance
Legal Insurance — $400 Consultation & drafting ($0 -covered) + Execution ($225) + primary residence funding ($175).
Private Client — $2,700 Consultation & drafting ($2,300) + execution ($225) + primary residence funding ($175).
Additional costs and options
Third-party costs such as recording fees or filing charges may apply depending on your jurisdiction and specific requirements.
Execution Options
- Standard Execution — $225
- Single-Document Notarization — $50
- Home or Weekend Signing — +$150 upgrade
Enhanced Planning: (asset protection structures, tax planning, business restructuring, entity formation) is quoted separately.
Representation includes protest preparation and one administrative hearing cycle.
Additional hearings are billed at the same applicable flat fee.
| Appraised Value | Flat Fee (Per Hearing Cycle) |
| $0 – $200,000 | $199 |
| $200,001 – $500,000 | $349 |
| $500,001 – $1,500,000 | $499 |
| $1,500,001 – $3,000,000 | $699 |
| $3,000,001+ | $999 |
Legal insurance covers the above flat fee for the following property types: primary residential property owners, secondary homes, and vacation homes
(non investment related assets) per administrative protest cycle. There are three phases:
- Initial Protest Filing. Preparation and timely filing of the protest.
- Informal Hearing. Presentation of evidence and negotiation with the appraisal district.
- Formal Hearing. Representation before the Appraisal Review Board (ARB), if necessary.
Legal insurance also covers arbitration attorney fees but not filing fees (which range from $500-$800). This only applies if you
wish to proceed towards arbitration.
Business representation is structured either hourly or on a flat-fee basis depending on scope and is not covered by legal insurance.
- Hourly Rate: Quoted upon engagement
- Flat Fee Projects: Scoped and quoted in advance where possible. A flat fee of $350 will be included to scope and quote. If we cannot provide you a quote, we refund you.
For new engagements, initial matters may begin hourly until scope and workflow are defined.
Larger or repeat matters are typically quoted once structure is established.