Straightforward Pricing. Everything You Need to Do This Right.
Estate planning shouldn't come with a stack of hourly invoices and a list of things that cost extra. Our Comprehensive Plan is built to cover your full estate plan from start to finish — with direct attorney involvement at every stage and ongoing support included.
What's Included in the Comprehensive Plan
This is the package most of our clients choose, and it's designed to handle the full scope of a complete, attorney-drafted estate plan. Everything is included in a single flat fee — no add-ons, no surprise charges, no separate billing for follow-up questions or future reviews.
Here's what the Comprehensive Plan covers:
- Revocable living trust, fully drafted and reviewed by a licensed attorney
- Pour-over will to capture any assets outside the trust
- Durable power of attorney for financial decisions
- Healthcare directive (advance directive / living will)
- Healthcare power of attorney
- Certificate of trust for financial institution use
- Funding guidance to properly transfer assets into your trust
- Annual plan reviews included at no additional cost
- Follow-up questions answered throughout the engagement — no hourly meter running
Why Flat-Fee Pricing Changes the Experience
Hourly billing puts the client in an uncomfortable position: every question feels like it costs something, every phone call carries a mental price tag. That dynamic gets in the way of good planning.
Our flat-fee model removes that friction entirely. You know the cost before the engagement begins, and nothing that happens during the process changes it. That means you can ask every question you have, revisit decisions as your circumstances evolve, and update your plan over time without worrying about what it will cost to pick up the phone.
Who the Comprehensive Plan Is Built For
The Comprehensive Plan is the right fit for most individuals and families who want a complete estate plan handled properly. It works particularly well if you are:
- A parent of minor children who needs guardianship designations and a funded trust
- Part of a blended family navigating competing beneficiary obligations
- A business owner who wants personal estate planning integrated with your succession structure
- A remote client in California, Kansas, Utah, or Washington who wants licensed attorney service without commuting to an office
- Someone who has looked at DIY platforms and decided you want an actual attorney reviewing your documents
If your situation involves significant assets, irrevocable trust structures, or complex multi-state property, our attorneys will let you know during your complimentary call whether additional planning is appropriate.
Licensed Across Four States. Fully Remote-Capable.
Peterson Estate Planning is licensed in California, Kansas, Utah, and Washington. Our remote service model — including remote notary and secure online document systems — means geography is never a barrier to working with us. Whether you're in Lindon or Oceanside or anywhere in between, the process is the same: direct attorney access, flat-fee pricing, and a plan that's built to hold up.
Ready to See If This Is the Right Fit?
The complimentary call is 30 minutes with no obligation. We'll talk through your situation, answer your questions, and give you a clear sense of what your plan would involve before you make any decisions.
Schedule Your Complimentary Call
Flat-fee estate planning means the price you agree to at the start is the price you pay at the end. There are no hourly rates accumulating in the background, no separate invoices for follow-up questions, and no charge for annual reviews or plan updates. Your package price covers the full engagement — from design meeting through signing — and your access to your attorney does not end when the documents are delivered.
If your situation changes — a new child, a property purchase, a business interest, a divorce — you can reach out without worrying about what the call will cost. That ongoing relationship is part of what you paid for.
Common Questions
Does the flat fee cover everything, or are there costs I should expect on top of it?
The flat fee covers the full scope of your estate plan as outlined in the Comprehensive Plan. Annual reviews and follow-up questions are included. The only additional costs that could arise are state-specific filing fees or recording fees for real property transfers, which vary by county and are not attorney fees.What if my situation changes after my plan is complete?
Plan updates are part of the ongoing relationship. If your family structure changes, you acquire new assets, or your wishes shift, we can update your documents. Annual reviews are included in the Comprehensive Plan specifically to catch these changes before they become problems.Can I complete the Comprehensive Plan remotely if I don't live near your offices?
Yes. We serve clients across California, Kansas, Utah, and Washington entirely remotely. Our process uses secure online systems and remote notary, so you never need to visit an office. The experience is the same whether you're local to our Lindon or Oceanside locations or working with us from across the state.How is this different from using LegalZoom or another online platform?
DIY platforms generate documents based on your answers to a questionnaire. There is no licensed attorney reviewing your specific situation, identifying gaps, or advising you on how to structure your plan. With the Comprehensive Plan, a licensed attorney drafts, reviews, and finalizes every document — and remains available for questions throughout the process and after.
Next Steps
Ready to get started? Schedule your complimentary 30-minute call with one of our estate planning attorneys today.
