Subscription Based Pricing
Protecting your Business & Family
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
Starting at
$175
$250
per month
Individual
Couple
Popular
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.
What’s Included
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)
Starting at
$350
$495
per month
Individual
Couple
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.
What’s Included
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.
Starting at
$695
$1000
per month
Individual
Couple
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 Concierge Services Yet?
Not sure where to begin or simply need foundational estate planning documents for your family? We offer flat-fee estate planning services designed for clients who are just starting their estate planning journey. Our team prepares essential documents such as Last Wills and Testaments, Short-Term Guardianship Designations for minor children, Simple Trusts, and Powers of Attorney.
We would be happy to schedule a consultation to discuss your goals and help determine the most appropriate planning options for your family.
Choose the level of service right for your situation. Monthly pricing after $1,000 up-front membership fee:
Solopreneur
Business
This is For
Solo/startup clients. Example: Ajay is leaving his job at a marketing firm to start a solo career as a graphic designer. He needs guidance in choosing the appropriate corporate entity, compliance, and help with basic contracts.
What’s Included:
- Solo LLC setup/maintenance
- Contract review (up to 4 per year)
- Guaranteed access to paralegal/legal staff with attorney oversight
- Secretary of State filings (initial and ongoing)/Registered Agent services
What’s Not Included:
- S Corporations/Partnerships
- Multiple-owner entities
- Buy-Sell Agreements
- Litigation oversight
Add Ons (Discounted):
- Additional business tasks
- Representation of your family for estate planning
Starting at
$350
$
per month
Popular
Scale Up
Business
This is For
Growing businesses, with multiple owners or employees. Example: Carrie and Jack are going into business together, offering managed IT services. They want guaranteed access to an attorney and a law firm who gets to know their business.
What’s Included:
Everything in Tier 1 plus:
- Guaranteed access to attorney with legal staff assistance
- S Corporations or multiple-member LLC maintenance
- Employment law guidance
- Liability protection planning
- Lease review
- Regulatory guidance
What’s Not Included:
- Litigation (though we can assist with oversight of your litigation attorney)
- Work requiring space-specific expertise, such as FINRA compliance or patent law (though we can assist with oversight of outside counsel)
- Family businesses with legacy planning/estate tax planning concerns
Add Ons (Discounted):
- Trademarks
- Buy-Sell/Insurance Agreements
- Mergers/Acquisitions/Letters of Intent
- Representation of your family for estate planning
Starting at
$695
$
per month
Fractional General Counsel
Business
This is For
Businesses that want a fractional attorney assisting their leadership team to grow the business while complying with law. Example: The Washington family owns several car washes. A member of their legal team participates in quarterly leadership meetings, is on-call for legal questions, and gets to know the company’s growth strategy, financials, and pain points.
What’s Included:
Everything in tiers 1 and 2 plus:
- Guaranteed access to a senior attorney
- Strategic planning
- Buy-Sell/Insurance Agreements
- Complex drafting
- Invitation to exclusive GC-level Concierge Law Members Only events
- Coordination with your CPA and other advisors
- A dedicated legal staff client concierge
What’s Not Included:
- Litigation (though we can assist with oversight of your litigation attorney)
- Work requiring space-specific expertise, such as FINRA compliance or patent law (though we can assist with oversight of outside counsel)
Add Ons (Discounted):
- Trademarks
- Mergers/Acquisitions/Letters of Intent
- Representation of your family for estate planning including complex multi-generational/estate tax planning