Flat Fee Estate Planning

Less stress, emphasis on quality over quantity, and efficiency.

We follow a flat free pricing model. This means you know, up front, what you’ll be investing for your estate plan and documents.

No hidden fees or surprise charges

At Estate Planning of the Carolinas, you’ll never be charged for:

  • phone calls, emails or faxes

  • video conferencing

  • standard postage

  • secure, online client portal

  • our research

A flat fee estate plan means an undoubtedly simpler and more straightforward process.

It eliminates the time and energy to track hours worked, calculate billable rates, and make necessary billing and accounting for our clients. Instead, our time is spent understanding your needs in order to provide professional, efficient and forward-looking estate planning services that every one deserves.

  • Your flat fee is payable on or before our Design Meeting, which is the meeting where we collaboratively design your estate plan.

  • Yes! We accept credit cards, bank transfers (ACH), or checks. Note we do not take your credit card directly. We use a service called Gravity Legal, and can send you a link to make your payment by credit card or ACH.

  • It is difficult to provide an estimate without having more information, as the flat fee can vary based on numerous factors.

  • You can watch one of our webinars, where we go over our fees in detail, or you can schedule a Peace of Mind Planning Session. The webinar is free; the Planning Session is $450, and if you decide to move forward, we will apply the $450 to any future work you do with us.