Massachusetts only
Flat-fee estate planning
Three packages, priced up front. Final price depends on estate size and complexity, and I confirm your flat fee in writing before any work begins.
Essentials
$1,500
For families who want the basics handled properly.
- Last will and testament
- Durable power of attorney
- Health care proxy and HIPAA authorization
- Personal property memorandum
- Review of any existing will
- Two 30-minute meetings
Individual
$2,500
For a parent or individual who wants to avoid probate.
- Everything in Essentials
- Revocable living trust
- Pour-over will and certification of trust
- Guardian nomination for minor children
- Deed preparation and trust funding
- Two 1-hour meetings
Best value
Couple
$4,500
The Individual plan structured for two, fully coordinated.
- Revocable living trust
- Pour-over wills and certifications
- Guardian nominations
- Deed preparation and trust funding of primary residence
- Coordinated review meetings
Final pricing depends on estate size and complexity. I confirm your flat fee in writing before starting work.
What each one covers
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What each document does
Five instruments make up a Massachusetts estate plan. Here is what each one is actually for.
Last will and testament
Directs who receives what you own and names the personal representative who carries it out. If you die without one, Massachusetts intestacy law decides who inherits, and the Probate Court appoints someone to administer the estate.
Revocable living trust
Holds your assets during your life and passes them to your family without probate. Faster than court, and it keeps the size and contents of your estate out of the public record.
Guardian nomination
Names who raises your minor children if you cannot. Without one, the Probate Court decides, working from whatever information it has rather than from what you would have wanted.
Durable power of attorney
Lets someone you trust handle money, bills, and property if you become unable to. Without one, your family may have to petition the court for a conservator, which is slow and public.
Health care proxy
Names the person who makes medical decisions for you when you cannot make them yourself. Massachusetts does not recognize a living will as a legally binding instrument. The health care proxy under G.L. c. 201D is the document that works here, which is why you will not find a living will in any of my packages.
Need just one thing?
If you already have a plan and something has changed, I handle single documents too. Priced individually after a short call.
Will update or codicil
Update an existing will for a new child, a new house, or a change in who you want to inherit.
Trust amendment
Amend an existing revocable trust for a life change or a change of mind.
Durable power of attorney
A standalone financial power of attorney, on its own.
Health care documents
Health care proxy and HIPAA authorization if the rest of your plan is already in place.
Not sure which one you need?
That is what the free consultation is for. Tell me about your family and I will tell you what you actually need, including if the answer is less than you expected.