Pricing
Clear, upfront pricing so you can plan with confidence - no surprises, no hourly billing.
Why We Talk About Pricing Up Front
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.
Estate planning is not a commodity. The right plan depends on your family structure, your assets, your goals, and what you are trying to protect.
We do not believe in one-size-fits-all pricing. We believe in recommending the right level of planning for your actual situation, then quoting a clear, flat fee before we begin.
If you have questions about whether your situation fits a particular range, the best next step is a consultation. There is no obligation and no pressure.
Typical Estate Planning Investment
Simple Will-Based Planning
For individuals or couples who need basic documents and do not need trust planning.
Typically Includes
- Will
- Durable power of attorney
- Health care power of attorney
- Advance directive
- Basic beneficiary and asset review
Trust-Based Estate Planning
For families who want to avoid probate, simplify administration, and create a more complete plan.
Typically Includes
- Revocable living trust
- Pour-over will
- Financial powers of attorney
- Health care documents
- Trust funding guidance
- Beneficiary review
- Family guidance letter or planning summary
Advanced Family Planning
For blended families, business owners, high-net-worth families, real estate investors, or families with special concerns.
May Include
- Customized trust planning
- Business or real estate coordination
- Asset protection considerations
- Tax-sensitive planning
- Family conflict prevention
- Coordination with financial or tax advisors when needed
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.
Medicaid & Long-Term Care Planning
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.
Proactive Medicaid Planning
For families planning ahead before nursing home care is immediately needed.
Common Planning May Include
- Medicaid Asset Protection Trust
- Asset review
- Long-term care planning strategy
- Deed and beneficiary coordination
- Family guidance and implementation steps
Crisis Medicaid Planning
For families facing an immediate or near-term nursing home situation.
Common Planning May Include
- Urgent eligibility review
- Spend-down strategy
- Asset protection options
- Coordination with care providers
- Medicaid application guidance or support
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.
What Affects the Cost?
The goal is not to sell you the biggest plan. The goal is to recommend the right level of planning for your actual situation.
Payment Options
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.
- Flat-fee estate planning packages
- Clear engagement letter before work begins
- No surprise hourly billing for standard planning work
- Payment by credit card, debit card, ACH, or check
- Installment and payment options may be available through LawPay
What to Expect Before Work Begins
After your consultation, We will recommend the right planning path for your family. If you decide to move forward, you will receive a clear engagement letter that outlines the scope of work and the flat fee before anything begins.
There are no surprises. No hourly billing for standard planning work. No hidden fees. Just a clear plan and a clear price.
If you have questions about payment options or timing, bring them up during your consultation. We are happy to work with you.
The Value of Doing This Correctly
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.
The cheapest plan is rarely the cheapest if it fails when your family needs it.
What Happens After You Schedule
Schedule a consultation
We learn about your family, assets, concerns, and goals
We recommend the right planning path and provide clear pricing
If it makes sense to move forward, we begin your plan
Ready to Understand Your Options?
Schedule a consultation and we’ll help you determine what type of planning fits your family, your goals, and your stage of life.
Frequently Asked Questions
Straightforward answers about pricing, flat fees, and what to expect when working with Heirloom.