Estate Planning — Fixed Pricing

Simple, Transparent Estate Planning Pricing

At John R. Tatone & Associates, estate planning is handled on a fixed price basis.
There is no hourly billing and no surprise invoices.

Clients are quoted a clear fee before work begins, so they can plan with confidence and peace of mind.

Estate Planning Pricing

Typical Estate Planning Packages

(Exact prices are provided after consultation)

Silver Package – Will-Based Estate Plans starting at $1,250 for a single person (Couples add $500)
For individuals or couples who want a simple, legally sound plan to ensure assets pass according to their wishes.
Gold Package – Trust-Based Estate Plans starting at $2,500 for a single person (Couples add $500)
For families who want to avoid probate, maintain privacy, and provide structured asset distribution.
Diamond Package – Comprehensive Estate Plans starting at $3,500 for a single person. (Couples add $500)
For blended families, real estate owners, or clients with higher-value or more complex assets, such as a business or rental properties.

NONE OF THE PACKAGES INCLUDE SPECIAL NEEDS OR MORE THAN ONE DEED
WE DO NOT CREATE SINGLE DOCUMENTS WITHOUT THE PURCHASE OF A PACKAGE

Each estate plan is customized based on the client’s goals, family situation, and assets.
A fixed fee is quoted upfront after consultation.

What’s Included

Estate planning pricing typically include:

Why Fixed Pricing for Estate Planning

Estate Planning: What You Get (And What You Don’t)

Not all estate plans are created equal.

Feature / Document	DIY Online Forms	General Practice Attorney	John R. Tatone & Associates
Customized Will or Trust	❌ Generic templates	⚠️ Often basic	✅ Fully customized to your family
Revocable Living Trust	❌ Extra cost / limited	⚠️ Sometimes	✅ Included when appropriate
Certificate of Trust	❌ Not included	⚠️ Often extra	✅ Included when applicable
Durable Power of Attorney	⚠️ Limited	⚠️ Often separate	✅ Included
Medical Power of Attorney	⚠️ Limited	⚠️ Often separate	✅ Included
Living Will (End-of-Life Decisions)	❌ Rarely included	⚠️ Often separate	✅ Included
HIPAA Authorization	❌ Not included	⚠️ Sometimes	✅ Included
Funeral / Final Disposition Directive	❌ Not included	⚠️ Rare	✅ Included
Digital Assets Authorization	❌ Not included	❌ Rarely addressed	✅ Included
Asset Transfer Instructions / Funding Guidance	❌ Not addressed	⚠️ Limited	✅ Included when applicable
Lady Bird Deed / Deed Planning	❌ Not available	❌ Rarely	✅ Included when appropriate
Probate Avoidance Strategy	❌ No	⚠️ Limited	✅ Core focus
Asset-Specific Planning	❌ No	⚠️ Minimal	✅ Real estate, accounts, beneficiaries
Blended Family Planning	❌ No	⚠️ Limited	✅ Yes
Minor Child Protection Planning	❌ Basic	⚠️ Limited	✅ Comprehensive
Attorney Review & Legal Advice	❌ None	⚠️ Limited	✅ Direct attorney guidance
Michigan-Specific Law Compliance	⚠️ Unclear	⚠️ Not specialized	✅ Michigan estate law focus
Document Review & Revisions	❌ Limited	⚠️ Sometimes	✅ Included
Signing & Execution Guidance	❌ DIY	⚠️ Inconsistent	✅ Guided & compliant
3-Year Plan Review Reminder	❌ No	❌ No	✅ Included
Ongoing Relationship & Support	❌ None	⚠️ Limited	✅ Long-term support
Peace of Mind	❌	⚠️	✅

Why This Matters

DIY forms and non-specialist attorneys often focus on documents.
We focus on how those documents actually work together in real life.

Missing just one of the items above can:

Send your family into probate
Prevent loved ones from accessing digital accounts
Create confusion during a medical emergency
Cause conflict or delay at death

Our estate planning process is designed to anticipate problems before they happen.

The Real Value of a Complete Estate Plan

Ready to Do It the Right Way?

Estate planning isn’t just about paperwork.
It’s about protecting your family, your wishes, and your peace of mind.

👉 Schedule a Consultation to see what a complete estate plan should look like for you.

Ready to Protect Your Family?

Schedule a consultation to discuss your goals and receive a clear fixed-fee quote for your estate plan.