Choose the level of service right for your situation. Monthly pricing after $1,000 up-front membership fee:
Maintenance
Family Office Services
- 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 clients with estate planning and/or family representation needs.
- Proactive representation and guidance.
- Ongoing 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
Sample Clients:
- Chloe is leaving her job at a large marketing firm to start a solo career as a graphic designer. She needs guidance in choosing the appropriate corporate entity, protecting herself from liability, and help with basic contracts. The firm handles Secretary of State filings, FinCEN registration, and the procurement of a tax identification number at no additional cost to Chloe. She has ongoing access to our legal staff, and we proactively inform her of changes in the law.
- Ajay starts a solo short-term rental business, and needs similar services to Chloe. Additionally, he calls for occasional reviews of insurance policies, and assistance with ensuring his real estate is properly titled in order to shield him from personal liability.
- Avery leaves a corporate management job to begin consulting work. Our office provides services similar to those provided to Chloe and Ajay. The firm prepares a sole-member LLC and proactively notifies Avery in changes to the law that affect the business. Additionally, the firm prepares and updates Avery’s standard contracts.
Starting at
$150
$
per month
Popular
Scale Up
Business
Sample Clients:
- Carrie decides to open a dental practice after completing her residency in oral surgery. In addition to corporate formation and regulatory compliance assistance, she needs help with tasks such as negotiating and reviewing commercial leases, preparing contracts, and planning for the gradual expansion of her practice.
- Xavier and Jamal are going into business together, offering managed IT services. The firm helps prepare the LLC operating agreement, and helps the owners document their wishes regarding vesting, control of the entity, profit sharing, and what happens in the event of death or disability. The firm prepares contracts and license agreements for the company’s clients, and is available to assist as unexpected problems arise.
- Andrea opens a pub, and needs assistance navigating labor law issues, required postings for her establishment, and in drafting a letter to a difficult neighboring business. When a patron threatens a lawsuit after a slip-and-fall, the firm is able to assist Andrea in filing a claim with her insurance company and in verifying the insurance company is giving proper attention to the matter. As Andrea’s business grows, the firm assists in negotiating employment agreements and agreements for new business partners to enter.
Starting at
$695
$
per month
Established
Business
Sample Clients:
- Jennifer owns a growing medical practice with two (soon-to-be three) locations. She employs several doctors, nurses, and support staff, and needs assistance handling labor law questions, questions regarding compliance with the Illinois Department of Financial and Professional Regulation. Additionally, she needs assistance coordinating her business interests with her personal estate plan.
- The Hernandez family has owned a specialized manufacturing facility since 1960. They plan to transition the business to the third generation in the family to run the business. The firm provides ongoing assistance throughout the years, to ensure no loss of continuity or unnecessary tax liability on the transition of the business. By representing multiple family members, the firm is able to gain a complete picture of the family’s needs.
- Sam and Emily have grown a small managed IT company to a point where they are thinking about selling within the next five years. The law firm provides proactive guidance to them, assisting in minimizing liability, responding to unexpected events, and in preparing their entity for sale. Sam and Emily have bi-annual check-ins with the corporate law staff at the firm, who provide detailed recommendations about ways to improve the potential value of the company, based on years of experience in handling corporate transactions. When the eventual sale event occurs, the firm handles all transaction work, from letter of intent, through due diligence, and closing.