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Plans & Pricing

Choose the level of service right for your situation:
Families
Businesses
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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

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Planning

Family Office Services

Starting at

$295

$495

per month

Individual

Couple

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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.

Contact Us

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Solopreneur

Business

  • For freelancers/sole-member startups
  • Sole-member LLCs, EINs, Secretary of State filings & registered agent (with one-year subscription).
  • 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

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Startup

Business

Starting at

$695

$

per month

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Business

Business

  • On-call services with an attorney.
  • All features from the Economy tier.
  • Access to text messaging with a lawyer.
  • 50% discount for bundling personal legal services for you and your leadership team.
  • Up to ten scheduled 30-minute legal consultation calls per month.
  • Collaboration with your company’s leadership, and other professional advisors (CPA, Insurance agents, etc.).
  • Twice 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.
  • Drafting of up to three contracts per month (ordinary course of business).
  • Crisis response coordination.
  • Coordination on PR materials.
  • Trademark application services at no additional cost.
  • Twice-a-year concierge “legal health check”.
  • White glove document delivery service for rush items.
  • 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).

General Counsel Services

Set up an appointment to discuss white-glove concierge services.

Contact Us