Will Packages
A will is a foundational legal document that outlines how your assets will be distributed after your death and appoints guardians for minor children, with probate court overseeing the process. It’s ideal for individuals or couples with modest estates who want a simple, affordable plan without the upfront complexity of funding a revocable living trust. Your will can be Simple, or Include Tax Planning provisions and Complex distributions - discussed in detail below.
All Will Packages Include...
An Initial Meeting
In the initial meeting, we’ll review your family situation, assets, and goals through a focused 60-90 minute consultation (often virtual or in-office), gather details for customizing documents, and provide a clear flat-fee quote based on your needs. You’ll leave with a roadmap and next steps, ensuring the process feels straightforward and tailored from day one.
Draft Documents & Revisions
After our initial meeting, I will draft your documents and we will make any necessary revisions together. During this process I will ensure that you fully understand your documents and that all your questions are answered.
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ALL PACKAGES INCLUDE:
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Will
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Durable Power of Attorney
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Oregon Advance Directive
A Final Singing Meeting
Once we have revised your documents and all questions are answered, we will schedule a final appointment to execute your documents.
Will Package Options
1
Simple Will Package
Cost For Individual: $850
Cost For Coupe: $1,000
A "Simple" Will may be right for you if you want all assets at your death to pour outright to named beneficiaries without a protective trust, and no tax planning is needed. ​​​​​​​​​​​​​​
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2
Complex Will Package
Cost For Individual: $1,200
Cost For Coupe: $2,000
A "Complex" Will is a better option when:
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You have minor children for whom asset will be left in a protective trust.
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You have a business that will not end at your death. A Complex Will can perform business succession planning.
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You have a Large Estate for which estate tax planning is needed.
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You need to address issues raised by a second marriage or bended family. ​​