Subscription Plans & Pricing
Experience peace of mind from the unknown with our legal subscription plans. You'll always be prepared for the worst, so you can enjoy the best of life. We offer separate plans for family office and business services.
Quartz
Family Office Services
- Concierge legal services with guaranteed access to your legal team, with up to one 20 minute call or Zoom session with your legal team per month
- 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.)
- Simple Wills, Powers of Attorney for health and property, Living Wills, and/or Simple Amendments*
- 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
Sapphire
Family Office Services
- All concierge services of the Quartz level, plus
- Guaranteed access to your legal team, including up to two 30-minute attorney calls or Zoom sessions per month
- Coordination with your financial advisor and CPA
- Review of up to 12 documents per year (insurance policies, mortgage policies, waivers, etc.)
- 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
Diamond
Family Office Services
- All concierge services of the Quartz and Sapphire levels, plus
- 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)
- Availability to coordinate with your parents, children, and grandchildren
- Integration with more sophisticated business law services
- Review of up to 2 documents per month (insurance policies, mortgage policies, waivers, etc.)
- Estate Tax and Charitable Planning (estates between $4 million-$10 million)
- Estate tax monitoring service with prompt updates to your documents upon changes to tax law
- Diamond exclusive events
- 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.
Silver
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
Popular
Gold
Business
- All features from the Silver tier.
- Zero additional cost for up to six 30-minute attorney calls per month plus additional paralegal support.
- Contract reviews (up to four basic documents per month).
- 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.
- 50% discount on flat fee services.
Starting at
$695
$
per month
Black Letter
Business
- All features from the Gold 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).