Estate Plan Packages and Pricing

Congratulations on taking the first step in securing your family's future with an estate plan!

There are a myriad of factors that determine whether a will or trust is right for your family including, but not limited to:

• Probate fees

• Tax planning

• Setting conditions on distributions (e.g. age)

• Establishing special needs care

We offer comprehensive, bespoke estate planning packages that include wills, trusts, and all supporting documents:

• Power of attorney

• Healthcare directives

• Long and short term guardian designations

• Medical release forms

Estate Planning Packages

Wills vs. Trusts

All Will based estate plans are required to go through probate.  Probate is a public, administrative process that can be costly and time consuming for your loved ones.  In Virginia, the average probate costs range between 3 to 5% of the estates value. 

Trusts are able to remain private, avoid probate fees, and can be resolved in weeks allowing faster access to estate funds for your loved ones.

Probate Savings Calculator + Estate Plan Estimate

As a starting point, let's calculate your family's potential probate savings based on your assets.  Please note, this calculator:

• Only provides a high level estimate based on your assets so there may be other factors that influence the overall probate costs.

• Is intended for informational purposes only and is not a substitute for legal advice.

• Information entered into this form is confidential and not saved or otherwise shared with the firm.