Consultations

Let’s talk about this plan.

If the operating agreement and the estate plan disagree, the family inherits a fight. I’d like to help you line them up.

Fees are published — individual from $2,500, joint from $3,500. Single-member LLC: from $1,200, state filing fee included. Multi-member LLC with a custom operating agreement: from $2,500, state filing fee included. If your situation’s more involved, I’ll quote it after we talk. See all pricing before you book if you want the full list.

From your assessment

Business Succession + Estate Plan

Estate plan + coordinated company documents