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: $125–$150 (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 ($125 hourly rate):
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Estate Plan (Single Person): $1,000 –$1,500
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): $1,500–$1,875
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: $1,000–$1,875+
Estimated range of hours: 8–15+ (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): $2,000–$3,750+
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.