Ask about our free Powers Plan for young-adult beneficiaries when you complete a
Trust-Based Estate Plan!
Add-Ons
$300 Mobile Notary
The price includes 2-day FedEx shipping of the originals to the notary and then back to the client. Additional costs may apply if you miss your appointment, request changes after the documents are shipped, require travel to a rural area or need witnesses provided.
$270* Additional Deed Transfer
*Price per property for most states. Final pricing provided during Client Intake. For more information, view Deed Pricing by State under Client or Advisor Resources.
$125 Assignment
Price per business, lease, or mortgage assignment. Please ensure that your bylaws permit the transfer. Transfers apply only to your ownership interests. Alternative solutions may be recommended in specific scenarios; your advisor will assist with their implementation.