The Estate À La Carte
Every document, priced on its own — then watch what the packages save.
Single Documents
Last will & testament$750Revocable living trust + pour-over willfrom $2,500Advance directive for health care (agent + living will — one document in Georgia)$300Financial power of attorney$300HIPAA authorization$150Codicil or simple amendmentfrom $450Why the packages win
À la carte, the essentials run $1,500. The Essentials bundle is $1,200 (documents only — on the Petits Plats menu below) — and The Estate Plan, $1,800, adds what single documents can’t: the design consultation, a witnessed-and-notarized execution ceremony, and a beneficiary-designation review so the plan actually works.
Single documents include an attorney consultation and execution instructions.
Family · Peace of mind
The Estate Plan
$1,800 will-based · individual · $2,600 couple
The Works (trust-based): $3,000 individual · $4,500 couple
- Will-based plan, or The Works: revocable living trust, companion pour-over will, certificate of trust, and step-by-step funding instructions
- Complete ancillaries: HIPAA authorization, personal property memorandum, and disposition-of-remains directive
- Delivered as a portfolio binder — trust summary, quick-reference page, and wallet ID cards, so the plan is usable, not just filed away
- Financial power of attorney
- Advance directive for healthcare
- Signing ceremony & execution done right
- Free 2-year check-in — life changes, plans should too
Georgia execution requirements handled properly, start to finish.
Family · Lifelong security
Special Needs Planning
from $3,500 family-funded trust
from $5,500 first-party (d4A) — settlement or inheritance funds
- Provides for a loved one with a disability without disqualifying SSI or Medicaid
- Trust matched to the funds' source — family-funded, or first-party (d4A) for the beneficiary's own settlement or inheritance
- Built to be administered, not just signed: trustee instruction letter, SSA/Medicaid notifications, and distribution guidance included
- Trust-protector provisions and guardian nomination, coordinated with the family's whole plan
- Optional annual trustee support — reporting letters and distribution questions, handled ($750/yr)
Care that continues even when you can't be there to provide it.
Plan ahead · Best value
The Life Care Plan
from $7,500 flat
- Complete picture of income, assets, prior transfers, and exposure
- A written protection roadmap — what's shielded, what's at risk, and the strategy, in plain English
- Asset-protection trust drafted and funded where suited
- Coordinated with your estate plan, not bolted onto it
The five-year lookback rewards early planning. The best time is before care is needed.
Crisis · Decisive help now
Crisis Care Plan
from $9,500 flat
- A loved one needs care now — this is triage with a law license
- Eligibility strategy under current rules: what can still be protected, lawfully, today
- Gifting and promissory-note strategies calculated and documented correctly
- The application path mapped so benefits start as soon as the rules allow
Even in a crisis, it is almost never too late to protect something significant.
