Subscription Based Pricing
Protecting your Business & Family
Our estate planning family services are delivered through a membership-based model designed
to provide ongoing legal support, not just documents. Each tier includes a one-time $1,000
membership fee, plus the annual service pricing listed below.
Essential Maintenance Membership
Family Office Services
This Is For:
Individuals or couples who already have established documents in place but would like guaranteed legal access in case of an emergency, proactive annual check-ins and amendments as needed, document storage (both physical and remote), potential professional successor Trustee/Executor (will work with current financial advisors to aid in this role), and an established relationship with a legal team for yourself and your family.
What’s Included
- At least one annual estate planning and family meeting
- Guaranteed access to our legal team (up to 2.5 additional hours per year)
- Secure client portal access, messaging, and priority scheduling
- Digital document storage and safekeeping
- Original wet-ink document storage with our firm
- Access to our notaries and witnesses
- Built-in legal team support (no searching for outside counsel)
- Legal updates on relevant estate planning and law changes
- Updated Annual Short-Term Guardianship forms for minor children
- Help and family guidance with estate administration
Starting at
$175
$250
per year
Individual
Couple
Popular
Trust Planning
Membership
Family Office Services
This Is For:
Clients looking to set up trust-based estate planning. This includes a planning meeting, drafting or restating revocable trusts, working with financial advisors, CPA’s, family members, and/or businesses.
What’s Included
Everything in Tier 1, plus:
- Drafting or restatement of revocable living trusts
- Coordination with other trusted professionals and family members
- Assistance with trust funding and asset alignment
- Out of state assets and deeds
- Coordination with businesses
- Annual review focused on tax effectiveness and administration readiness
- Guaranteed access to our legal team (up to 5.5 additional hours per year)
Starting at
$350
$495
per year
Individual
Couple
Advanced & Taxable Estate Planning Membership
Family Office Services
This Is For:
Clients with taxable estates, more sophisticated business interests, or advanced planning needs, including irrevocable trusts and asset-protection strategies.
What’s Included
Everything in Tiers 1 & 2, plus:
- Irrevocable trust planning (ILITs, asset-protection trusts, gifting trusts, etc.)
- Advanced estate-tax minimization strategies
- Planning for high-net-worth and multi-generational estates
- Business-owner and succession-planning integration
- Ongoing compliance and strategy updates as tax laws change
- Enhanced legal team access for complex planning matters (up to 10 additional hours per year)
- Joint meetings and/or coordination with CPAs, financial advisors, and other professionals, as needed.
Starting at
$695
$1000
per year
Individual
Couple
One Membership. One Legal Team. Ongoing Peace of Mind.
Our membership model ensures that your estate plan is kept current, compliant, and coordinated, not placed in a drawer and forgotten. Our clients receive proactive legal guidance, secure document handling, and a legal team that knows their family—year after year.
Not Ready for Concierge Services Yet?
Not sure where to begin or simply need foundational estate planning documents for your family? We offer flat-fee estate planning services designed for clients who are just starting their estate planning journey. Our team prepares essential documents such as Last Wills and Testaments, Short-Term Guardianship Designations for minor children, Simple Trusts, and Powers of Attorney.
We would be happy to schedule a consultation to discuss your goals and help determine the most appropriate planning options for your family.
Choose the level of service right for your situation. Monthly pricing after $1,000 up-front membership fee:
Solopreneur
Business
Sample Clients:
- Chloe is leaving her job at a large marketing firm to start a solo career as a graphic designer. She needs guidance in choosing the appropriate corporate entity, protecting herself from liability, and help with basic contracts. The firm handles Secretary of State filings, FinCEN registration, and the procurement of a tax identification number at no additional cost to Chloe. She has ongoing access to our legal staff, and we proactively inform her of changes in the law.
- Ajay starts a solo short-term rental business, and needs similar services to Chloe. Additionally, he calls for occasional reviews of insurance policies, and assistance with ensuring his real estate is properly titled in order to shield him from personal liability.
- Avery leaves a corporate management job to begin consulting work. Our office provides services similar to those provided to Chloe and Ajay. The firm prepares a sole-member LLC and proactively notifies Avery in changes to the law that affect the business. Additionally, the firm prepares and updates Avery’s standard contracts.
Starting at
$395
$
per month
Popular
Scale Up
Business
Sample Clients:
- Carrie decides to open a dental practice after completing her residency in oral surgery. In addition to corporate formation and regulatory compliance assistance, she needs help with tasks such as negotiating and reviewing commercial leases, preparing contracts, and planning for the gradual expansion of her practice.
- Xavier and Jamal are going into business together, offering managed IT services. The firm helps prepare the LLC operating agreement, and helps the owners document a vesting schedule, control of the entity, profit sharing, and what happens in the event of death or disability. The firm prepares contracts and license agreements for the company’s clients, and is available to assist as unexpected problems arise.
- Andrea opens a pub, and needs assistance navigating labor law issues, required postings for her establishment, and in drafting a letter to a difficult neighboring business. When a patron threatens a lawsuit after a slip-and-fall, the firm assists Andrea in filing a claim with her insurance company and in verifying the insurance company is giving proper attention to the matter. As Andrea’s business grows, the firm assists in negotiating employment agreements and agreements for new business partners.
Starting at
$695
$
per month
Established
Business
Sample Clients:
- Jennifer owns a growing medical practice with two (soon-to-be three) locations. She employs several doctors, nurses, and support staff, and needs assistance handling labor law questions, and questions regarding compliance with the Illinois Department of Financial and Professional Regulation. Additionally, she needs assistance coordinating her business interests with her personal estate plan.
- The Hernandez family has owned a specialized manufacturing facility since 1960. The founders gave control to their daughter Maria and her husband Juan in 2000 Maria and Juan plan to soon transition the business to their children, the third generation in the family to run the business. The firm provides ongoing assistance throughout the years, to ensure no loss of continuity or unnecessary tax liability on the transition of the business. By representing multiple family members, the firm is able to gain a complete picture of the family’s needs. Over the years, the firm assists the family with several asset protection mechanisms, shielding them from liability in the event of a catastrophic lawsuit against the company.
- Sam and Emily have grown a small managed IT company to a point where they are thinking about selling within the next five years. The law firm provides proactive guidance to them, assisting in minimizing liability, responding to unexpected events, and in preparing their entity for sale. Sam and Emily have bi-annual check-ins with the corporate law staff at the firm, who provide detailed recommendations about ways to improve the potential value of the company, based on years of experience in handling corporate transactions. When the eventual sale event occurs, the firm handles all transaction work, from letter of intent, through due diligence, and closing.