Pricing

I believe that transparent pricing is important when working with clients. The prices listed below are my minimum fees. Before beginning any work, I provide a quote that I abide by unless the scope of work changes. If the scope of work looks like it needs to change, I have a conversation with my clients about that before moving forward.

Services

Price

What is included?

LLC Formation w/Operating Agreement (Single Member)

$650 and up

LLC Articles, EIN Letter, Single-Member Operating Agreement

LLC Formation w/Operating Agreement (Multi-Member)

$900 and up

LLC Articles, EIN Letter, Operating Agreement

Buy-Sell Agreement

$850 and up

Includes a meeting to go over terms of the buy-sell

S-Corp Promissory Note

$300

Draft Promissory note and minutes to make loan to shareholder legitimate

Basic Will - Single

$950 and up

Basic will to transfer home, assets, provide for final wishes

Basic Will - Married

$1250 and up

Transfer assets, provide terms for caring for children

Revocable Living Trust

$2500 and up

Draft trust agreement and discuss operation of the trust

Healthcare Directive

$500 and up

Provides details to loved ones regarding healthcare decisons

Review Existing Estate Documents - Meeting to go over

$450

Includes review only, if changes are needed, will be billed seperately.

Corporate Formation w/ Bylaws (One Shareholder)

$900 and up

Articles, bylaws, ein letter, and initial meeting minutes

Corporate Formation w/Bylaws (Multiple Shareholders)

$1800 and up

Articles, bylaws, ein letter, and initial meeting minutes

Form 2553 - S Corp Election

$200

Includes follow up to make sure it's signed, and sending via certified mail

Late S Corp Election

$300

Under Rev. Proc 2013-30

Irrevocable Living Trust

$3200 and up

drafting of trust documents and follow up to make sure trust is funded

Full Estate Plan

$3000 and up

Two meetings, Will, Living Trust, Follow up to make sure changes are made and assets transferred

LLC Membership Unit Purchase Agreement

$1200 and up

Includes meeting and review of operating agreement.

Share Purchase Agreement

$1200 and up

Includes meeting and review of bylaws.

Contract for Deed Agreement

$950 and up

Price is per property. May apply discount for multiple properties

LLP/LLLP Agreement

$1500 and up

Includes a meeting to explain estate considerations and gifting advantages

Services

LLC Formation w/Operating Agreement (Single Member) - No meeting

Price

$550

What is included?

LLC Articles, EIN Letter, Single-Member Operating Agreement

Services

LLC FORMATION W/OPERATING AGREEMENT (SINGLE MEMBER) - ONE MEETING

Price

$1000

What is included?

SAME AS ABOVE, BUT INCLUDES 1 HOUR MEETING TO GO OVER THINGS TO KNOW

Services

LLC FORMATION W/OPERATING AGREEMENT (MULTI-MEMBER) - ONE MEETING

Price

$1500

What is included?

SAME AS ABOVE, BUT INCLUDES 1 HOUR MEETING TO GO OVER THINGS TO KNOW

Services

BUY-SELL AGREEMENT

Price

$1200

What is included?

INCLUDES A MEETING TO GO OVER TERMS OF THE BUY SELL

Services

S-CORP PROMISSORY NOTE

Price

$300

What is included?

DRAFT PROMISSORY NOTE AND MINUTES TO MAKE LOAN TO SHAREHOLDER LEGITIMATE

Services

BASIC WILL (CLIENT PROVIDES ASSET LISTING) - ONE MEETING (SINGLE)

Price

$1500

What is included?

BASIC WILL TO TRANSFER HOME, ASSETS, PROVIDE FOR FINAL WISHES

Services

BASIC WILL (CLIENT PROVIDES ASSET LISTING) - ONE MEETING (MARRIED)

Price

$2650

What is included?

TRANSFER ASSETS, PROVIDE TERMS FOR CARING FOR CHILDREN

Services

REVOCABLE LIVING TRUST

Price

$2500

What is included?

HIGH PRICED BECAUSE IF YOU NEED A TRUST, YOU HAVE THE ASSETS TO PAY THIS FEE

Services

REVOCABLE LIVING TRUST

Price

$2500

What is included?

HIGH PRICED BECAUSE IF YOU NEED A TRUST, YOU HAVE THE ASSETS TO PAY THIS FEE

Services

HEALTHCARE DIRECTIVE

Price

$500

What is included?

INCLUDES A MEETING

Services

REVIEW EXISTING ESTATE DOCUMENTS - MEETING TO GO OVER

Price

$450

What is included?

INCLUDES REVIEW ONLY, IF CHANGES ARE NEEDED, WILL BE BILLED SEPERATELY.

Services

CORPORATE FORMATION W/ BYLAWS (ONE SHAREHOLDER)

Price

$900

What is included?

INCLUDES ONE MEETING, EIN, BYLAWS, INITIAL MINUTES

Services

CORPORATE FORMATION W/BYLAWS (MULTIPLE SHAREHOLDERS)

Price

$1800

What is included?

ONE MEETING, EIN, BYLAWS, INITIAL MINUTES

Services

FORM 2553 - S CORP ELECTION

Price

$200

What is included?

INCLUDES FOLLOW UP TO MAKE SURE IT'S SIGNED, AND SENDING VIA CERTIFIED MAIL

Services

LATE S CORP ELECTION

Price

$300

What is included?

UNDER REV. PROC 2013-30

Services

IRREVOCABLE LIVING TRUST

Price

$3200

What is included?

INCLUDES MEETING, FOLLOW UP TO MAKE SURE TRUST IS FUNDED

Services

FULL ESTATE PLAN

Price

$3000

What is included?

TWO MEETINGS, WILL, LIVING TRUST, FOLLOW UP TO MAKE SURE CHANGES ARE MADE AND ASSETS TRANSFERRED

Services

LLC MEMBERSHIP UNIT PURCHASE AGREEMENT

Price

$1200

What is included?

INCLUDES MEETING AND REVIEW OF OPERATING AGREEMENT TO DETERMINE IF MINUTES ARE REQUIRED. INCLUDES PREPARATION OF MINUTES IF NECESSARY

Services

SHARE PURCHASE AGREEMENT

Price

$1200

What is included?

INCLUDES MEETING AND REVIEW OF BYLAWS TO DETERMINE IF MINUTES ARE REQUIRED. INCLUDES PREPARATION OF MINUTES IF NECESSARY

Services

CONTRACT FOR DEED AGREEMENT

Price

$950

What is included?

PRICE IS PER PROPERTY. MAY APPLY DISCOUNT FOR MULTIPLE PROPERTIES

Services

LLP/LLLP AGREEMENT

Price

$1500

What is included?

INCLUDES A MEETING TO EXPLAIN ESTATE CONSIDERATIONS AND GIFTING ADVANTAGES

(701) 353-8202