Foundational
Incapacity planning
Names who can speak for you — medically and financially — if you cannot speak for yourself.
- Financial power of attorney
- Health-care power of attorney and advance health-care directives
$1,050 Flat fee / individual
Home / Estate Planning
Pennsylvania Estate Planning
A plan that protects the people and priorities that matter.
Thoughtful estate planning for individuals and families seeking clarity, control, and continuity.
How We Structure Planning
Clear options built from the documents families actually need.
Estate planning is not only about preparing documents. It is an opportunity to name the people you trust, set out your wishes, plan for incapacity, and create an organized path for the people you care about. Each option below builds on the one before it. We publish flat fees below for transparency. In consultation, we customize for any standalone needs based on current plans you already have in motion.
Includes a will
Will-based planning
Everything in incapacity planning, plus a will and coordination of how assets are directed.
- All incapacity-planning documents
- Last will and testament
- Beneficiary and asset-ownership coordination
$1,850 Flat fee / individual
More comprehensive
Trust-based planning
Everything in will-based planning, plus trusts where appropriate for your family and assets.
- All will-based planning documents
- Revocable and other trusts, where appropriate
$3,250 Flat fee / individual
What's Included
Compare planning documents side by side.
Use this overview to see how each option builds on the last. Your consultation determines which documents fit your circumstances.
| Document | Incapacity | Will-based | Trust-based |
|---|---|---|---|
| Financial power of attorney | ✓ | ✓ | ✓ |
| Health-care power of attorney & advance directives | ✓ | ✓ | ✓ |
| Last will and testament | — | ✓ | ✓ |
| Beneficiary and asset-ownership coordination | — | ✓ | ✓ |
| Revocable and other trusts, where appropriate | — | — | ✓ |
Planning updates after marriage, divorce, births, deaths, relocation, or significant asset changes can be discussed as part of your consultation or as a later review of an existing plan.
When Circumstances Call for More
Planning tailored to your circumstances.
No two families have the same concerns. A useful plan considers family relationships, minor children, real estate, business interests, retirement accounts, beneficiary designations, health-care decisions, charitable goals, and the people you want to serve in fiduciary roles.
Family and fiduciary choices
Naming decision-makers, providing for minor children, and aligning documents with how you want loved ones to be cared for.
Assets and ownership
Coordinating real estate, business interests, retirement accounts, and beneficiary designations with your overall plan.
Updates over time
Review a plan after major life events and periodically as laws, assets, family relationships, or goals change. An outdated plan may not reflect your current wishes or the assets you own today.
Published flat fees, customized when needed
Flat fees for incapacity, will-based, and trust-based planning are listed above for transparency. In consultation, we customize for any standalone needs based on current plans you already have in motion and the documents that fit your situation.
Schedule a Free ConsultationCommon questions
Does everyone need a trust?
Not always. A trust can be useful in certain circumstances, but the best approach depends on your objectives, property, family, and other planning considerations.
What happens if I do not have a will?
State law may determine how assets are distributed and who may serve in an estate administration. Obtain legal advice about your particular situation.
How are estate-planning fees handled?
We publish flat fees for transparency: Incapacity planning is $1,050 for an individual and $1,700 for a couple; Will-based planning is $1,850 for an individual and $2,900 for a couple; Trust-based planning is $3,250 for an individual and $4,200 for a couple. In consultation, we customize for any standalone needs based on current plans you already have in motion and the documents appropriate for your circumstances.
Ready to talk through your estate plan?
Review the published flat fees above, then contact us to choose the right option and customize around plans you already have in motion.