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Inclusive Florida Estate Planning Flat Fees

The old model for legal fees, still practiced at many law firms today, starts with a visit your lawyer’s office and a paid “consultation fee”. The initial consultation usually determines whether you will hire the lawyer on an hourly basis for services to be performed and often these hourly fees can become substantial without any assurance for the client concerning scope of fees or how your objectives will be accomplished. Often, law firms and attorneys are apprehensive be clear about legal fees for the simple reason that they have not figured out how to be efficient in providing legal services.  At the Gibbs Law Office, we believe that as a valued client, you should not be penalized because a your attorney cannot figure out how to provide services efficiently. As a consumer, you should know that legal services can be packaged and provided just like any other service and we strive to do this every day and for every client. Of course, there are circumstances where hourly services still apply; however, at the Gibbs Law Office, this is the exception rather than the rule.  To meet all of your Florida estate planning needs, we offer a number of Florida estate planning flat fee packages.

Keep in mind that the following services and pricing are for services with a more traditional emphasis such as ongoing office support and consultations and full witnessing and/or notary services.

Florida Estate Planning Flat Fee Packages

The availability of Florida estate planning flat fee packages, and the reason for “packaging” sets of Florida estate planning documents on a flat fee basis, is because there are certain necessary documents that interrelate with one another to form a coherent and complete estate plan.

The most universally recognizable of these documents, a Florida last will and testament, is only a one part of a complete estate plan and the documents included in the following Florida estate planning flat fee packages have been selected to coordinate with each other so that all aspects of your planning needs are addressed.

Package pricing varies based upon your unique circumstances. The pricing plans below are established to serve the different needs and requirements of people in a variety of circumstances, with package pricing listed for NON-MARRIED (SINGLE) PEOPLE AS WELL AS COUPLES (married or non-traditional) plans.  Package range in order from the most simple to the most complex planning.

Flat fee pricing does NOT include costs such as court filing fees, state filing fees or recording charges which will be itemized for client.

IMPORTANT:  Trust package ranges do NOT include real estate deeds needed for transferring real property to a trust; however, we offer reduced deed pricing for trust package deeds and further reduced pricing for multiple deeds.

Also, because we often come across outdated or unworkable estate plans, we may on a discretionary basis offer cost credit for replacing a current plan.

The following packages offer flat fees applicable to various ranges of services; however, these flat fees can vary significantly when unique circumstances apply, such as blended families (second marriages with children from prior marriages) or special needs beneficiaries (SSI recipients).

All packages do offer the following services free of charge:

    • Discount on other planning fees
    • Unlimited phone calls 
    • Trustee training
    • Free consultations with other advisors
    • Family meeting
    • Title and beneficiary transfers *
    • Periodic newsletter
    • Periodic seminar on estate planning (or related topics)
    • Advanced estate planning consultation 
    • Client alerted when important changes needed
    • Periodic Client checkup meetings (every 3 years)

*Title and beneficiary transfer services focus on equipping clients and providing instruction letters as this generally is the most successful approach.


  • Last Will Simple
  • $995 Single – $1995 Couple
  • Basic Will Only Protection Where Probate Avoidance Trust Not Need
  • Last Will & Testament
  • Durable Power of Attorney
  • Advance Healthcare Directive
  • Living Trust Simple
  • $2695 Single – $3195 Couple
  • Simple Trust Protection for Probate Avoidance for Small Estate
  • Revocable Living Trust
  • Pour Over Will
  • Durable Power of Attorney
  • Advanced Healthcare Directive
  • Living Trust Family
  • $3695 Single – $4195 Couple
  • Living Trust Simple Protection PLUS the following:  
  • Drug Abuse and Education Provisions
  • Guardianship
  • Special Needs Beneficiaries
  • Dynasty Asset Protection for Beneficiaries (Long Term Distributions)
  • Living Trust Strategic 
  • $4695 Single – $5995 Couple
  • Living Trust Family Protection PLUS the following:
  • Elder & Medicaid Planning (Medicaid Wills)
  • IRA Beneficiary Planning
  • Blended Family Protection (Elective Share Trusts)
  • GST Planning for Future Generations
  • Federal Estate Tax Planning Integration

Business Entity Formation

  • Business Essentials
  • Single Member $999 – $1995
  • Filing Articles
  • Organizational Minutes
  • Operating or SH Agreement (2+Members or SHs)
  • Exhibits to Agreement
  • Tax ID
  • Business Enhanced
  • Multi-Member $1995 – $3495
  • Filing Articles
  • Organizational Minutes
  • Operating or SH Agreement (2+Members or SHs)
  • Exhibits to Agreement
  • Tax ID
  • Statement of Information
  • Estate Planning Coordination
  • Business Elite 
  • $3495+ Case by Case Due to Complexity
  • Filing Articles
  • Organizational Minutes
  • Operating or SH Agreement (2+Members or SHs)
  • Exhibits to Agreement
  • Tax ID
  • Statement of Information
  • Estate Planning Coordination
  • Business Succession Planning

Unbundled Legal Services & Documents

The following legal services AND related documents are available on a “per item” basis offered with our same transparent “flat fee” policy.

  • Attorney Education Session 1.0 – 1.5 Hours $395 – $495
  • Estate Plan Evaluation – Complimentary
  • Living Will $299
  • Revocable Living Trust $999-$2999
  • Last Will and Testament $499 – $999
  • Healthcare Power of Attorney $299
  • Durable Power of Attorney $399
  • Medicaid Will $999
  • LLC Operating Agreement (1 Member) $699
  • LLC Operating Agreement (2-3 Members) $1499-2299
  • LLC Operating Agreement (4+ Members) $2299 + (case by case)
  • Buy-Sell Agreement $2499 + (case by case)
  • Irrevocable Trust $2499 + (case by case)
  • Testamentary Trust $1499
  • Stand Alone Special Needs Trust $2499 + (case by case)
  • Special Power of Attorney $399
  • Quitclaim Deed to Trust $399
  • Enhanced Life Estate Deed $799

Other Florida Estate and Elder Legal Services

Pricing for the following services will depend in part upon your unique circumstances and also may vary according to Florida statutes AND/OR  your unique estate planning needs. The uniqueness of your needs and plan with be addressed in your initial estate planning review.

Trust Administration – Flat fee pricing will be determined upon agreement with client based upon the estate complexity and extent of legal administration services desired. 

Trust Amendment – Flat fee pricing will be determined upon agreement with client based upon the complexity of changes to current trust agreement. 

Probate Administration – Flat fee pricing will be based upon Florida statutes or may be determined upon agreement with client based upon estate complexity and extent of services required. 

733.6171 Compensation of attorney for the personal representative.—  (1) and (2) omitted…(3) Compensation for ordinary services of attorneys in formal estate administration is presumed to be reasonable if based on the compensable value of the estate, which is the inventory value of the probate estate assets and the income earned by the estate during the administration as provided in the following schedule:

(a) One thousand five hundred dollars for estates having a value of $40,000 or less.
(b) An additional $750 for estates having a value of more than $40,000 and not exceeding $70,000.
(c) An additional $750 for estates having a value of more than $70,000 and not exceeding $100,000.
(d) For estates having a value in excess of $100,000, at the rate of 3 percent on the next $900,000.
(e) At the rate of 2.5 percent for all above $1 million and not exceeding $3 million.
(f) At the rate of 2 percent for all above $3 million and not exceeding $5 million.
(g) At the rate of 1.5 percent for all above $5 million and not exceeding $10 million.
(h) At the rate of 1 percent for all above $10 million.
(4) In addition to fees for ordinary services, the attorney for the personal representative shall be allowed further reasonable compensation for any extraordinary service.

Medicaid Qualification – Flat fee pricing will be determined upon agreement with client based upon a range factoring the average cost of skilled nursing care in Florida and additional asset preservation services.  

Monthly Cost of Nursing Homes
StateSemi Private Room (Double Occupancy, Rate per Person)
Min CostMedian
Connecticut    $5,931$12,167
Delaware$6,844$9,125
Florida$5,171$7,300