Griswold Law Firm

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Estate Planning Services

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     At Griswold Law Firm, we provide tailored estate planning solutions designed to give you clarity, peace of mind, and lasting protection for your loved ones. Whether you need a straightforward Will or a comprehensive trust-based plan, we’ll ensure your wishes are clearly documented and legally sound.

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Flat-Fee Estate Planning Packages

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Simple will-based planning starts at:

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      $650 for an individual
      $995 for a couple

 

     These flat fees include the preparation of customized Last Will and Testament documents based on your goals and family structure.

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What Can Be Included

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     In addition to your Will, your estate plan may include:

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• Durable Power of Attorney (financial)

• Medical Power of Attorney & Advance Directive

• HIPAA Authorization

• Final Disposition Instructions

• Transfer on Death Deeds (for real estate)

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     You can choose the level of planning that fits your situation. Many clients elect to include additional documents to ensure both lifetime decision-making and end-of-life planning are fully addressed.

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Revocable Living Trust Package – Starting at $1,750 (Individual) / $2,250 (Couples)
 

     For clients who want to avoid probate or need more advanced planning, revocable living trust options are also available.

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     Includes:

     

• Revocable Living Trust Agreement

• Pour-Over Will(s)

• Durable Financial and Medical Powers of Attorney

• HIPAA Authorization and Final Disposition Instructions

• Assignment of Personal Property

• Guidance on trust funding (retitling assets into the trust)

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 Pricing may vary based on complexity or asset structure.

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🧾 What’s Included (and What’s Not)

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     Your flat fee includes:

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• Attorney-drafted, customized documents

• Coordination of appointments across all documents (executors, agents, trustees, guardians, etc.)

• A written summary letter with clear signing instructions

• A one time consultation

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🗂️ Signing and Storage

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     After final review, you’ll receive clear instructions for execution. Most documents require notarization, and Wills must be signed before two disinterested witnesses and a notary.

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     You may return the signed originals to us for scanning and secure electronic storage—or keep the originals and send us digital copies. We also recommend storing your completed Estate Planning Intake Form alongside your documents. This form lists your accounts and assets and can help your executor or trustee manage your estate efficiently.

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🧾 Excluded Services (available separately at $350/hour)

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🖋️ Notary or Witness Coordination (Assistance arranging qualified witnesses or notary services for document execution)

 

💬 Consultations

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     Consultations are billed at $350 per hour, credited in full toward your flat fee if you decide to move forward with your estate plan. During the consultation, we’ll review your goals, answer your questions, and help determine which package best fits your needs.

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Not sure whether a will or a trust is right for your situation? Read our quick guide to learn the difference.”

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Getting Started

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     To begin, please complete the Estate Planning Intake Form and review the Retainer Agreement. Once those are completed and returned, we’ll schedule your consultation and begin drafting your documents.

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 1)  Download the Estate Planning Intake Form (please pick the one(s) that fits your situation)

         

          For WILL clients:

 

       Please complete the attached intake form. That will give me everything I need to begin drafting your estate plan.​

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       To make probate easier, the following form is also recommended to be completed and placed with your will (this does not need to be provided to Griswold Law Firm if clients have decided to only complete wills:

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          For Trust clients:​​​

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​             - Basic Intake Form:

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              - Asset Documentation Form:

 

           Please complete the Basic intake form to get started. The more complete asset documentation form should be completed and kept with your trust to aid successor trustees in quickly identifying assets; it also helps Griswold Law Firm understand what instructions to provide and potentially how to tailor the trust.

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 2)  Download the Retainer Agreement (depending on your situation):

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         - Will Clients - Individual or Couple:

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         - Trust for Individual:

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         - Trusts for Couple:

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You may submit the completed forms by email or through our secure document upload link provided upon request.​​​​

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     If you would like help choosing the right package, please contact us to schedule a consultation.  Download our intake form to hit the ground running.​​​​