Transparent Flat-Fee Pricing

No surprises. No hourly billing.

Every plan is fixed-fee and includes a private video Design Meeting with Luke (scheduled after you enroll), attorney-drafted documents, a personalized attorney video, and one revision before final draft.

Most chosen

Foundation Estate Plan

Trust-Based Plan

Best for: Arizona families with a home and straightforward planning needs.

A living trust, pour-over will, and powers of attorney so your home and savings pass to your family privately, without probate court.

$1,900Single

$2,300Married

, drafted by Luke
with guardian nominations for minor children
Financial, Health Care and Mental Health Care Powers of Attorney,
One Arizona to fund your trust
Personalized attorney video walking you through your plan

13 documents included. See everything See If You Qualify

Most Comprehensive

Legacy Protection Plan

Advanced Trust Planning

Best for: Multiple properties, beneficiaries who need structured distributions, or families who want lifetime trusts for their children.

Everything in the Foundation Plan, plus trust-funding help for additional assets and stronger protections for the people who inherit from you.

$2,400Single

$2,950Married

Everything in the Foundation Plan
and enhanced distribution controls
Provisions designed to protect inherited assets
and , included in the flat fee
IRA and Retirement Account ProtectionKeeps an inherited IRA or 401(k) tax-efficient and protected from an heir's divorce, creditors or a bad year.
One Arizona to fund your trust

13 documents included. See everything See If You Qualify

Every Adult Over 18

Adulting Essentials

Powers of Attorney Package

Best for: Anyone 18 or older, college students, new graduates, young professionals.

The five documents that let a parent, spouse, or trusted person step in for you in a medical or financial emergency.

Common life triggers: starting college, first job, surgery, travel abroad, getting married.

$195per person

Health Care Power of Attorney
Mental Health Care Power of Attorney
for End of Life Care
Attorney overview video

See If You Qualify

What your plan does

Keeps your family out of probate court, for everything titled in the trust or paid to it.
Puts someone you chose in charge if you can't manage things, without a court-appointed conservator.
Holds a young beneficiary's share in trust until an age you pick, instead of handing it over at 18.
Gives an inheritance held in trust enhanced protection from a beneficiary's divorce or creditors, well beyond what an outright gift or a will can provide.
Keeps your plan private. Nothing is filed with a court.
Lets you change anything, any time, while you're living.

Everything in your plan

Thirteen documents, drafted by Luke, organized by the moment in life each one serves.

Your trust

Revocable Living Trust
The document that holds your assets and says who gets what, and when.
Schedule of Assets
A list of what the trust owns.
Certification of Trust
The short version banks and title companies ask for.
Summary of the Trust
A plain language overview of your plan and everyone you named.
General Assignment of Personal Property
Moves your belongings into the trust without listing each one.

If you cannot speak for yourself

Durable Financial Power of Attorney
Someone you choose handles money and paperwork if you cannot.
Health and Mental Health Care Power of Attorney
Someone you choose makes medical decisions if you cannot.
Living Will (End-of-Life Care Directive)
Your wishes on life support, in writing.

After you are gone

Pour Over Will with guardian nominations
Catches anything left outside the trust and names guardians for minor children.
Personal Property Memorandum
A simple list of who gets specific items, which you can update yourself.
Memorial Instructions
Your wishes for services and remains, so your family is not guessing.

Making it work

Deed to your trust
One Arizona deed included when you own real estate, so your home is actually in the trust.
Funding Instructions and Guidance for Advisors
A written guide to moving your accounts and property into the trust, with a version your financial advisor can act on.
Your design meeting with Luke by video
Luke's recorded walkthrough of your finished plan
Coordination with your financial advisor, CPA and bank

Legacy Protection Plan: everything above, plus

Sub trusts and structured distributions
Protections for the people who inherit
Tax basis and transfer tax planning
IRA and Retirement Account Protection
Funding help for additional assets

Your signing day, and what it costs

Your flat fee covers all of the attorney work and your full set of documents, prepared and ready to sign. We want to be completely clear about the one cost it does not include, because we never want you to be surprised.

It does not cover the signing itself. Having your documents notarized and witnessed is a separate, additional cost.

Here is exactly what it costs and how it works:

Sign at home. A mobile notary comes to you, so you can sign on your own schedule, in the comfort of your home. You pay the notary directly for that visit. This cost is separate from your flat fee.
Sign in Scottsdale. If you prefer to sign in person with our team, you can come to our Scottsdale office, where we handle your notary and witnesses for a flat fee of $175. This cost is also separate from your flat fee.

We will tell you the full cost of signing before you ever pay us, so you can plan for it with no surprises.

See the full Signing Guide

Flat Fee Means Flat Fee.

Most online estate planning services advertise a low starting price. Then complexity costs extra. Then tax planning costs extra. Then you realize the price you saw was never the price you were going to pay. Online Trust Attorney works differently.

How Most Online Services Price Their Plans

Advertise a low starting price
Charge extra for complexity
Charge extra for tax basis or transfer tax planning
Upsell additional services after you have already committed
Leave you unsure of what the final number will be

How Online Trust Attorney Prices Our Plans

One flat fee quoted before you commit to anything
Tax basis planning included in the Legacy Protection Plan
Transfer tax planning included in the Legacy Protection Plan
No upsells after you have signed your engagement letter
The price Luke quotes is the price you pay

"We do not upsell complexity. When Luke quotes a price, that is the price."

Any additional cost is one you will know about before you commit. An additional Arizona deed beyond the one included in your plan is $375. Signing is separate from your plan fee: you can sign at Luke's Scottsdale office for a flat $175, or use a mobile notary or another notary of your choice, whose fee is paid directly to them.

Available Add-Ons After Engagement

Add-ons are offered after your engagement is established and your documents are drafted. They are not included in your base plan fee.

Additional deed preparation and recording

$375 per deed

In-office signing at our Scottsdale location (notary + witness included)

$175

Important: Notarization & Witnesses

Your plan fee does not include notarization or witness services. Upon completion, your professional binder will be delivered to you with full signing instructions. You are responsible for arranging notarization, or you may add our Scottsdale in-office signing service for $175. Visit our Signing Guide for notary resources.

Not sure which plan fits your family?

Take the eligibility screener, Luke will confirm the right plan for your situation before you spend a dollar.