Our Services and Pricing

Individual Essentials — $625

Our flat-fee package for individuals looking to get their basic estate plan in place.
Includes:

• Lawyer-drafted Last Will & Testament
• Durable Financial Power of Attorney
• Health Care Power of Attorney
• Living Will / Advance Directive
• 45-minute consultation with a Pennsylvania attorney
• Follow-up review before signing
• Delivered in print + PDF, ready for signature

Young Family Package — $1,250

Designed for parents of minor children — includes everything in the Individual Essentials package, plus Wills for each parent (2) including:

  • Guardian designations for children

  • Testamentary trust(s) for minor children

  • Trust terms customized to your preferences

  • Appointment of trustees and backup fiduciaries

  • Pour-over Will to transfer property into trust

  • Additional consultation time built in for family-based planning

Standalone Essentials — $150 each

For individuals who already have a Will or Trust, but still need one or more core documents updated.
Choose from:

  • Durable Financial Power of Attorney

  • Health Care Power of Attorney

  • Living Will / Advance Directive

Includes short intake, preparation by a Pennsylvania attorney, and delivery in PDF (plus print on request).
Note: Under Pennsylvania law, Powers of Attorney must be signed by both the grantor and the agent. This updated document is a critical component of your estate planning (older POA’s may not be accepted when you need them)

Rush Estate Planning — Custom Pricing Starting at $750

Fast, focused service when time matters most.
For clients facing urgent medical needs or travel plans, we may be able to finalize your core estate planning documents—like wills, powers of attorney, or healthcare directives—in as little as 24-72 hours, depending on availability.

  • Accelerated intake

  • Priority drafting by a Pennsylvania attorney

  • Home or hospital delivery available in select cases

  • Custom quote and expedited timeline

  • We will respond quickly if we are able to help, submitting this form does not create an attorney-client relationship

What’s Not Included

We focus on efficient, straightforward estate planning — but not every situation fits inside a flat-fee box. The following services are not included in the packages above:

  • Tax planning or advice

  • Medicaid or long-term care planning

  • Complex trusts or asset protection structures

  • Special needs trusts

  • Business succession planning

  • Property transfers or deeds

  • Out-of-state legal advice

  • Ongoing legal counsel or retained services

If your needs are more complex, we’ll do our best to make a referral — or, where appropriate, discuss custom pricing for additional services.

How It Works

Most clients complete their planning within 2–3 weeks. The process is simple:

  1. Choose your package and submit the intake form with your payment.

  2. Initial planning session (30–45 min via Zoom or phone).

  3. We draft your documents and send them for your review.

  4. Final review session and execution checklist.

  5. A traveling notary or document specialist meets you to finalize and witness the signing (typically $100–$150; possibly higher in remote areas).

  6. We store a copy in our secure client file at no extra charge.

Clear. Personal. Convenient.