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Estate Planning & Trusts
Explore three starting points for a conversation about your circumstances. Scope, deliverables, and any applicable fees are discussed and confirmed in writing after an initial review.
These options are informational starting points, not fixed service offers. The firm must confirm availability, scope, deliverables, and fees.
Planning discussion 01
A starting point for discussing straightforward will planning.
Illustrative starting point
$100.00 (USD 100.00)
Any fees and terms must be confirmed before engagement.
Possible discussion topics
Planning discussion 02
A discussion of trust planning for an individual.
Illustrative starting point
$400.00 (USD 400.00)
Any fees and terms must be confirmed before engagement.
Possible discussion topics
Planning discussion 03
A discussion of trust planning for a couple.
Illustrative starting point
$600.00 (USD 600.00)
Any fees and terms must be confirmed before engagement.
Possible discussion topics
Scope transparency
Use this matrix to identify questions for a discussion. It does not promise particular deliverables.
| Planning consideration | Essential Will | Individual Trust | Couple Trust |
|---|---|---|---|
| Scope of work | Single-testator will planning discussion | Individual trust and estate structure discussion | Shared and individual trust planning discussion |
| Documents and deliverables | Testamentary wishes and executor considerations | Trust objectives, trustee, and beneficiary questions | Joint settlor, survivor, and family considerations |
| Review and revisions | Discussed and confirmed before engagement | Discussed and confirmed before engagement | Discussed and confirmed before engagement |
| Consultation arrangements | Initial UTC enquiry review with the firm | Initial UTC enquiry review with the firm | Initial UTC enquiry review with the firm |
| Fees and terms | Confirmed in writing before work begins | Confirmed in writing before work begins | Confirmed in writing before work begins |
Scroll the comparison sideways to see all plans.
Scope boundaries
No specific service is included by default on this informational page. Deliverables, exclusions, and any additional work will be discussed and confirmed in the engagement terms.
Clarify what work may be appropriate for your circumstances.
Agree any fees, deliverables, and limitations before work begins.
Planning considerations
Formal signing and witnessing requirements depend on the nature of the document and your circumstances. Any applicable execution or witnessing arrangements should be discussed as part of the proposed scope.
Common inquiries
A starting point for your planning conversation.
Execution requirements depend on the document and applicable legal formalities. Discuss the required signing and witnessing steps before making arrangements.
Changes in your family, relationships, or assets may affect an existing plan. Discuss whether a periodic review is appropriate.
The applicable scope, inclusions, and any additional fees are confirmed in writing before an engagement is agreed.
Their roles and legal effects depend on your assets and objectives. An initial consultation can help identify questions relevant to you.
Estate & trust planning
Request an initial consultation to discuss whether an Essential Will, Individual Trust, or Couple Trust scope is appropriate for your objectives.
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