Turn estate planning busywork into billable profit. I handle the drafting and funding support—your attorneys keep the client relationships and strategy.

Estate Planning & Trust Funding Support

Estate planning work can quickly overwhelm in-house staff. Drafting routine documents, funding trusts, and managing asset transfers eat up valuable attorney time. I step in to handle the heavy lifting during periods of high volume.

Why Firms Choose This Service

  • Efficiency without risk — All drafts prepared for attorney review, never direct-to-client.

  • Scalable support — Free up associates and staff during peak workload periods.

  • Profit-friendly — Keep estate planning and funding work billable in-house instead of losing margin to CPAs or staff burnout.

What I Deliver (Attorney-Ready Drafting & Funding)

  • Core Estate Planning Documents: Revocable trusts, wills, powers of attorney, health care directives, trust certificates, asset schedules.

  • Ancillary Planning Support: Postnuptial/transmutation agreements, co-tenancy agreements, certificates of independent review, promissory notes, gifting transactions.

  • Trust Funding: Assignments, deeds, beneficiary designations, asset transfer documentation.

Experience You Can Trust
With over a decade of boutique trusts & estates paralegal experience, I’ve prepared thousands of estate planning and funding documents for attorneys serving high-net-worth clients. My deliverables are accurate, organized, and attorney-ready—helping your firm deliver efficient, profitable results without added staff overhead.

Pricing Options

  • Hourly: $150–$175 (depending on complexity)

  • Flat-Fee Packages: Available for common drafting and funding projects (see package details).

  • Retainer Models: For firms with recurring estate planning support needs.

Flat-Fee Packages ($150 hourly rate):

  • Estate Plan (Single Person): $1,200 –$1,800

    Estimated range of hours: 8–12
    Includes: revocable living trust, pour-over will, durable powers of attorney, advance health care directive, HIPAA authorization, trust certificate, trust asset schedule, and ancillary documents (if applicable).

  • Estate Plan (Couple): $1,800–$2,250

    Estimated range of hours: 12–15
    Includes: joint revocable trust, reciprocal pour-over wills, durable powers of attorney, advance health care directives, HIPAA authorizations, trust certificate, trust asset schedule, and ancillary documents for both spouses (if applicable).

  • Trust Funding: $900–$2,250+

    Estimated range of hours: 6–15+ (can vary greatly depending on asset mix, number of assets)
    Includes: preparing deeds and assessor forms, account re-titling, beneficiary designations, assignments of personal property/business interests, and a funding memo.

  • Estate Plan + Trust Funding (Single Person or Couple): $2,100–$4,500+

    Includes: Everything included in the Estate Plan (Single Person) or Estate Plan (Couple) packages, as well as everything included in the Trust Funding package.

Note: Highly complex, atypical trusts/estate plans, or trust funding projects with unusual assets, (e.g., interstate real property, or a large number of assets) will be billed at the hourly rate or can be priced as part of a custom engagement.

Keep estate planning and trust funding profitable in-house. Offload the drafting, keep the margin.