Clear, upfront pricing so you can plan with confidence — no surprises, no hourly billing.
Many families put off estate planning because they are unsure what it will cost or whether their situation is “complicated enough” to need help. Others wait until a health event or long-term care crisis forces the issue.
At Heirloom, our goal is to make the process easier to understand from the beginning. Every family is different, but we want you to know the general range of what to expect before you spend time scheduling a meeting.
The information below reflects typical ranges for the planning we do most often. After a consultation, we provide a specific flat fee before any work begins.
Foundational Planning
For individuals or couples who need basic documents and do not need trust planning.
Starting around $1,500–$2,500
Typically Includes
Complete Family Planning
For families who want to avoid probate, simplify administration, and create a more complete plan.
Typically $3,500–$6,500+
Typically Includes
Complex & Custom Planning
For blended families, business owners, high-net-worth families, real estate investors, or families with special concerns.
Custom flat fee after consultation
May Include
These are general ranges only. Final pricing depends on your family, your assets, your goals, and the level of planning needed. See Estate Planning and Trusts for more detail on what each plan involves.
Long-term care planning is different from basic estate planning. These matters often involve protecting family assets, reviewing eligibility rules, planning around the five-year lookback period, and helping families make decisions during stressful moments.
Planning Ahead
For families planning ahead before nursing home care is immediately needed.
Typically $5,000–$8,500+
Common Planning May Include
Immediate Need
For families facing an immediate or near-term nursing home situation.
Custom flat fee after consultation
Common Planning May Include
Because Medicaid planning is highly fact-specific, we do not quote final fees until we understand the timing, assets, family situation, and care needs involved. Learn more about Medicaid Planning and Elder Law.
Whether you need a will-based or trust-based plan
Whether probate avoidance is a major goal
Number and type of real estate assets
Business ownership
Blended family concerns
Minor children or special needs beneficiaries
Long-term care or Medicaid concerns
Urgency of the matter
Whether outside advisors need to be involved
The goal is not to sell you the biggest plan. The goal is to recommend the right level of planning for your actual situation.
We know these decisions often come at busy or stressful times. Heirloom offers flat-fee pricing whenever possible, so clients understand the investment before work begins.
A good estate plan is not just a stack of documents. It is a plan for who has authority, how assets are handled, how family members are protected, and how unnecessary court involvement can be avoided.
For long-term care planning, the stakes can be even higher. A well-designed plan may help protect significant family assets and reduce confusion during one of the hardest seasons of life.
Done correctly, an estate plan gives your family clarity when they need it most. Done poorly—or not at all—it can leave them navigating court processes, family disagreements, and avoidable costs at an already difficult time.
Schedule a consultation and we’ll help you determine what type of planning fits your family, your goals, and your stage of life.
Straightforward answers about pricing, flat fees, and what to expect when working with Heirloom.
In most estate planning matters, yes. We prefer flat fees so clients understand the cost before work begins. After your consultation, we will provide a specific flat fee for your plan before any work starts.
Families have different assets, goals, family dynamics, and planning needs. We provide general ranges, then quote a specific fee after learning more about your situation. The ranges above reflect what most clients in each category typically invest.
Usually, yes. Medicaid and long-term care planning often involve asset protection strategies, eligibility rules, timing issues, and detailed implementation that go well beyond a standard estate plan. The complexity of each family’s situation is the primary driver of cost.
Payment options may be available, including installment options through LawPay. If timing or payment is a concern, bring it up during your consultation and we will do our best to work with you.
We can help determine whether a simple plan is enough or whether a more complete plan would better protect your family. Some situations genuinely call for a straightforward will and powers of attorney. Others benefit from a trust-based plan. We will walk you through both options and help you decide what actually makes sense for your situation.
