$499 & $999 Flat Fee Estate Plans
Affordable, Attorney Prepared Planning for New York & New Jersey Families
Elder Plan Law is a law firm dedicated solely to estate planning and elder law. To make planning more accessible, we offer two flat fee options designed to be affordable, complete, and attorney prepared.
$499 Will-Based Estate Plan
Core documents for clients with relatively straightforward needs.
$999 Trust-Based Estate Plan
Revocable living trust centered planning for probate avoidance and added control.
These flat fee plans will not be appropriate for every client. An attorney will help determine whether a package or a more customized plan is right for you.
$499 Will-Based Estate Plan
Flat fee, attorney prepared plan for individuals and couples with relatively straightforward needs.
What’s Included
- Last Will & Testament – directs how your assets are distributed and lets you name executors and guardians for minor children.
- Durable Financial Power of Attorney – authorizes a trusted person to handle finances if you become incapacitated.
- Healthcare Proxy & Advance Directive / Living Will – appoints someone to make medical decisions and documents your wishes about life-sustaining treatment.
- HIPAA Authorization / Medical Release – allows your chosen decision makers to speak with your doctors and access medical records.
- Basic Beneficiary & Account Review – coordinates your Will with existing beneficiary designations where appropriate.
- Signing Guidance – instructions to help ensure your documents are properly signed and witnessed consistent with New York and New Jersey requirements.
Best For
- Modest to moderate estates
- Assets owned outright or in joint names
- No need for complex tax or Medicaid planning
$999 Trust-Based Estate Plan
Revocable living trust centered plan for clients who want added control, privacy, and probate avoidance.
What’s Included
- Revocable Living Trust – allows assets to be managed during life and distributed at death, typically without a full probate proceeding; can provide for blended families and staged inheritances.
- Pour Over Will – ensures assets not titled in the trust are “poured” into the trust at death.
- Durable Financial Power of Attorney
- Healthcare Proxy & Advance Directive / Living Will
- HIPAA Authorization / Medical Release
- Funding Guidance – clear instructions on retitling key assets and updating beneficiary designations so your trust actually works.
Best For
- Clients who want to simplify or avoid probate
- Owners of real estate (especially in more than one state)
- Families who prefer added privacy
- Those who want more tailored provisions for children or other beneficiaries
Flat Fee Planning Isn’t Right for Everyone
Our $499 and $999 packages are designed to make solid, attorney prepared estate planning accessible, but they are not appropriate for every situation. During your free 15-minute call, an Elder Plan Law attorney will review the size and complexity of your estate, any business ownership or multiple properties, special needs or vulnerable beneficiaries, and any desired tax or Medicaid planning.
If a flat fee plan is not the right fit, we will explain why and discuss a more customized Elder Plan tailored to your goals.
*Flat fee estate plans are subject to a written engagement agreement and are limited to planning within the scope described above. Court filing fees, recording fees, complex tax planning, advanced Medicaid strategies, business succession planning, and other specialized services may require a separate or customized fee arrangement. This page is attorney advertising and does not create an attorney client relationship.