Plans & Pricing
Choose the level of service right for your situation:
Maintenance
Family Office Services
- For clients with existing pre-2023 Campbell Holzhauer-drafted estate plans
- Annual maintenance of plans to account for changes in estate law, tax law, family circumstances, and changes in assets/wealth
- Preferred Access Law legal video content, educational materials, and newsletter
- Access to library of common legal forms and agreements
- Review of up to 5 documents per year (insurance policies, mortgage policies, waivers, etc.)
- 15% discount on other legal work (i.e. trusts, rental properties, business work, etc.)
- Probate costs covered by client
Starting at
$175
$250
per month
Individual
Couple
Popular
Planning
Family Office Services
- For new clients with estate planning and/or family representation needs.
- Proactive representation and guidance.
- Unlimited updates to your documents according to the latest changes in the law and your family circumstances, with no additional charge.
- Coordination with your financial advisor and CPA
- A lawyer on call.
- Revocable Living Trusts, Deeds in Trust, recording costs covered, and trust funding (no taxable estates in this tier)*
- Comprehensive annual update to your estate plan and coordination with business(es)
- Probate Guarantee: If a subscriber’s estate ends up in probate, we cover the legal costs
Starting at
$295
$495
per month
Individual
Couple
Bespoke
Family Office Services
- Ideal for clients seeking a premium level of by-retainer legal services.
- All concierge services of the Planning Level.
- Access to our personal attorney calendars through the PAL app.
- White-glove access with up to one hour of additional attorney time (phone, Zoom, or in person) per month
- Intense collaboration with financial advisor, CPA, insurance agent, and anyone else on your advisory team
- Once per year visits to your home or office (if requested)
- Unlimited Probate Guarantee: If a subscriber’s estate ends up in probate, we cover the legal costs, plus court costs, publication fees, and incidental expenses.
Starting at
$650
$1000
per month
Individual
Couple
*minimum 12-month subscription
Exclusive Family Office Services
Set up an appointment to discuss additional white-glove concierge services.
Solopreneur
Business
- For freelancers/sole-member startups.
- Sole-member LLCs, EINs, Secretary of State filings & registered agent services.
- Proactive monitoring of changes to legal landscape.
- Access to library of common legal forms and agreements for businesses.
- Quarterly legal newsletter and access to video and written educational materials geared towards small business owners.
Starting at
$150
$
per month
Popular
Scale Up
Business
- Ideal for multiple-owner businesses, or businesses with employees.
- All features from the Solopreneur tier.
- Zero additional cost for up to five hours of legal services per month.
- Contract reviews.
- Assistance with supervising outside counsel (for litigation matters).
- Insurance policy reviews.
- Coordination with accountants and advisors.
- Standard (non-rush) Secretary of State filing fees included at no additional cost.
- Annual business compliance and structuring review.
- Discount for bundling services with business owner’s personal estate planning.
Starting at
$695
$
per month
Established
Business
- Ideal for established businesses with personnel issues, vendor agreements, multiple contracts, etc.
- Access to attorney/staff calendars.
- All features from the Scale Up tier.
- 50% discount for bundling personal legal services for you and your leadership team.
- Collaboration with your company’s leadership, and other professional advisors (CPA, Insurance agents, etc.).
- Once per year pre-scheduled visits to your home or office, outside office hours (if requested).
- A dedicated account manager for personalized and prioritized service.
- Business tax and asset protection consulting.
- Crisis response coordination.
- Coordination on PR materials.
- Trademark application services at no additional cost.
- Twice-a-year concierge “legal health check”.
- Annual business transition planning review.
- Limited Guarantee: Our office will cover all costs with the Illinois Secretary of State’s Office in the event of a missed filing, late payment, or other error (even a client error).