Essential Estate Plan

$450 Individual | $750 Couple

A comprehensive estate planning package designed to help protect your family and ensure your wishes are carried out. This package includes a Last Will & Testament with guardian nominations and testamentary trust provisions for minor children, a Financial Power of Attorney, an Advance Medical Directive, and the ability to provide instructions regarding the distribution of personal property. The included will allows you to determine who receives your assets, who administers your estate, and who will care for your minor children if both parents pass away, providing peace of mind for your family.

Probate Avoidance Estate Plan

$995 Individual | $1,495 Couple

Designed for Virginia homeowners and families seeking to minimize probate while maintaining a comprehensive estate plan. This package includes a Last Will & Testament, Financial Power of Attorney, Advance Medical Directive, up to three Virginia Transfer on Death Deeds, vehicle beneficiary designations and related title paperwork, beneficiary designation review, and instructions for coordinating beneficiary designations on retirement accounts, life insurance policies, and other eligible assets. The included will serves as an important safety net to ensure that assets not otherwise transferred pass according to your wishes.

Revocable Living Trust Package

$1,695 Individual | $2,495 Couple

A comprehensive estate planning package designed to help individuals and families avoid probate, maintain privacy, and retain greater control over how assets are managed and distributed. This package includes a Revocable Living Trust, Pour-Over Will(s), Financial Power of Attorney, Advance Medical Directive, up to three Virginia Transfer on Death Deeds, and guidance regarding beneficiary designations and trust funding. A revocable living trust allows you to maintain complete control of your assets during your lifetime while providing detailed instructions regarding the management and distribution of property after your death, including when and how beneficiaries receive their inheritance.

Special Needs Planning Package

Starting at $1,495

A comprehensive planning package designed to help families provide for a loved one with special needs while protecting access to important government benefits. This package includes a Special Needs Trust and related estate planning documents tailored to your family’s goals and circumstances. Thoughtful planning can help ensure that financial resources are available to improve quality of life, provide long-term support, and offer peace of mind for both the beneficiary and their loved ones.

Because special needs planning varies significantly based on individual circumstances, trust structure, and the family’s objectives, fees may be higher depending on the complexity of the matter. Pricing will be discussed during the consultation process before representation begins.