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Flat Fee Estate Planning

The initial consultation is a $285 flat fee, due when you schedule the appointment. (We accept check and credit card payments.) The client must complete the Flat Fee Estate Planning Form and Flat Fee Estate Planning Worksheet and email them back before the initial consultation.

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During the initial consultation, Attorney Erin Gallivan will explain the basics of estate planning, discuss your particular situation, and advise you on whether one of the flat fee packages makes sense for you. Erin may decide that your situation is too complicated and not appropriate for the flat fee service, and for these situations we will continue to offer estate planning services at our typical hourly rates. If Erin decides one of the flat fee packages is appropriate, an additional up-front flat fee will be due depending on which package you choose. Each package includes the preparation of the documents, review of the documents, and then a meeting at our office to execute the documents with required witnesses and notary public.

Flat Fee Packages

Option 1:

Individual Simple Will Package

$300

  • Simple Will

  • Advance Health Care Directive

  • HIPAA Medical Authorization

  • Power of Attorney

Option 2

Individual Will and Trust Package

$475

  • Same as above plus a Revocable Trust

  • Special Needs Trust add on $200

Option 3

Couple Simple Will Package

$550

  • Simple Wills

  • Advance Health Care Directives

  • HIPAA Medical Authorizations

  • Power of Attorneys

Option 4

Couple Will and Revocable Trust Package

$950

  • Same as above plus a Revocable Family Trust

  • Special Needs Trust add on $200

Option 5

Deed and Vermont Property Transfer Tax Return

$950

  • Preparation and Recording of Deed

  • Preparation, filing and recording of Vermont Property Transfer Tax Return

  • Includes cost to record Deed (usually around $30)

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