By adopting the Concierge Law Model, we now offer predetermined plans and pricing to protect your business & family
No surprise bills. No hourly mystery. Just a trusted legal team — always in your corner.
FAMILIES
BUSINESSES
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
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.
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)
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.
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.
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 a membership? We also offer flat-fee legal services for clients who need guidance on an as-needed basis.
General Counsel Services
Set up an appointment to discuss white-glove concierge services.