Services
Estate Planning
Estate Planning
Education & Strategy
1-on-1 Private Session with Erica
1/2 hour session with Erica; up to 2 participants; includes preparation activity
Workshop
Meet to learn about an aspect of estate planning. All workshops are free and locations vary throughout the UP.
Small Groups
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way.
$100 by phone
$175 in person
Free
Free unless included in package
Estate Planning
Legal Documents
Will-based Documents
Will, healthcare power of attorney, durable financial power of attorney
Trust-Based Documents
Meet to learn about an aspect of estate planning. All workshops are free and locations vary throughout the UP.
Just Powers of Attorney
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way.
$400 for one person
$750 for two people
$850 for one person
$1200 for two people
$250 for one person
$400 for two people
Just a Will
Will with custom language
Probate Avoidance Documents
Laydbird deed or deed to a trust, bill of sale, and written joint beneficiary designations
Just a Deed
Deed (usually ladybird or deed to a trust), property transfer affidavit
$250 for one person
$400 for two people
$350 for one person
$450 for two people
$250 for one deed
$400 for two deeds
Family Camp Trust or LLC
1/2 hour session with Erica; up to 2 participants; includes preparation activity
$1200
Real Estate
Real Estate
Education & Strategy
1-on-1 Private Session with Erica
1/2 hour session with Erica; up to 2 participants; includes preparation activity
Small Groups
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way.
$100 by phone
$175 in person
Free unless included in package
Real Estate
Legal Documents
Just a Deed
Deed (usually ladybird or deed to a trust), property transfer affidavit
Purchase Agreement
purchase agreement, disclosures
Lease
lease, disclosures, inventory
$250 for two deeds
$400 for two deeds
$350
$350
Land Contract
land contract, disclosures, property transfer affidavit
Easement
easement, property transfer affidavit
Lot-Line Adjustment
Up to 4 deeds to do a lot-line adjustment, property transfer affidavits
$350
$350
$350
Basic Settlement Agreement
land contract, disclosures, property transfer affidavit
Basic Contract
Get your agreement in writing to better set boundaries and expectations between the parties.
Basic Contract
Up to 4 deeds to do a lot-line adjustment, property transfer affidavits
$350
$350
$350
Small Business
Small Business
Education & Strategy
1-on-1 Private Session with Erica
1/2 hour session with Erica; up to 2 participants; includes preparation activity
Small Groups
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way.
$100 by phone
$175 in person
Free unless included in package
Small Business
Legal Documents
Operating Agreement
operating agreement or bylaws for small business
Funding Business
One deed to business, bill of sale, assignments
Just Powers of Attorney
power of attorney (healthcare and durable financial)
$900
$350
$250 for one person
$400 for one person
Limited Power of Attorney
power of attorney for a limited purpose – like selling a house
Basic Settlement Agreement
One deed to business, bill of sale, assignments
Basic Contract
power of attorney (healthcare and durable financial)
$250
$600
$600
Just a deed
power of attorney for a limited purpose – like selling a house
$250 one deed
After someone dies
Small Business
After someone dies
1-on-1 Private Session with Erica
1/2 hour session with Erica; up to 2 participants; includes preparation activity
$100 by phone
$175 in person
Workshops
Estate planning workshops answer many questions about what happens after someone dies. Attend a free estate planning workshop for essential concepts about what happens to property after death.
Small Groups
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way. Small groups are primarily available within paid packages.
After Someone Dies
Legal documents with a small group
Informal Probate Administration Documents & Education with a Small Group
Preparation phone meeting with Erica (30 minutes); packet of probate court forms, ghost-written letters, and instructions; small-group meeting with Erica in person. Participants are equipped to start and administer the probate estate after the group session. Additional 1-on-1 sessions with Erica are available for purchase.
Trust Administration Documents & Education with a Small Group (uncontested)
Preparation phone meeting with Erica (30 minutes); packet of probate court forms, ghost-written letters, and instructions; small-group meeting with Erica in person; aftercare phone meeting with Erica (30 minutes); participants are equipped to start and administer the probate estate after the group session. Additional 1-on-1 sessions with Erica are available for purchase.
Just Powers of Attorney
power of attorney (healthcare and durable financial)
$900
$900
$250 for one person
$400 for one person
After Someone Dies
Legal Documents
Uncontested petition to open estate and appoint personal representative where there is none anticipated
Petition to open estate and appoint personal representative where there is no anticipated ; packet of probate court forms, ghost-written letters, and instructions.
Just a deed
deed, property transfer affidavit from the trust or estate out to the beneficiaries of the property
$1200
$250
Caretaker Services
Caretaker Services
Education & Strategy
1-on-1 Private Session with Erica
1/2 hour session with Erica; up to 2 participants; includes preparation activity
Workshop
Meet to learn about an aspect of caretaking. All workshops are free and locations vary throughout the UP.
Small Groups
Used for a more intimate setting for a workshop or a work session to work on completing a legal project in a hands-on way.
$100 by phone
$175 in person
Free
Free unless included in package
Caretaker Services
Legal documents with a small group
Guardianship & Conservatorship Petitions with Small Group
Preparation phone meeting with Erica (30 minutes); packet of probate court forms, ghost-written letters, and instructions; small-group meeting with Erica in person. Participants are equipped to start and administer the probate estate after the group session. Additional 1-on-1 sessions with Erica are available for purchase.
Recordkeeping for Caretakers with Small Group
Preparation phone meeting with Erica (30 minutes); packet of tools and forms, ghost-written letters, and instructions; small-group meeting to complete your accounting and get it to the right people; participants are provided preparation information equipped to start. Additional 1-on-1 sessions with Erica are available for purchase.
$1500
$500
Caretaker Services
Legal Documents
Uncontested petition to open estate and appoint personal representative where there is none anticipated
Petition to open estate and appoint personal representative where there is no anticipated ; packet of probate court forms, ghost-written letters, and instructions.
Just a deed
deed, property transfer affidavit from the trust or estate out to the beneficiaries of the property
Certificate of Trust for the Sale of Real Estate
deed, property transfer affidavit from the trust or estate out to the beneficiaries of the property
$1200
$250
$250