Our Three Levels of Planning

We offer three levels for you to choose.  Each level involves a different level of planning based upon your life.  You choose the plan that is right for you and the level of service you desire.

I just need a basic Will that I will notarize on my own.

I need some planning but I don't need in-person meetings with an attorney and I will notarize on my own.

I want to meet with my lawyer to go over my estate, sign my documents and receive an Estate Planning Portfolio.

  • Simple Will Drafted by Attorney
  • No Minor Children
  • No Probate Avoidance
  • No Privacy
  • No Tax Planning or Trust Provisions
  • No In-Person or Zoom Meetings with an Attorney
  • Attend Virtual Will Camp (video modules and document resources) to learn how to complete the Intake and Design Form 
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Release
  • Living Will
  • Beneficiary Designation Instructions
  • Electronic Copies
  • Notarize on Own
  • Detailed Signing Instructions
  • Free Annual Review
  • Simple Estates with no complexities requiring planning such as unmarried partners, non-U.S. Citizens, medical needs, multiple properties, special needs, and/or need for trust.
  • If this Simple Plan is not right for your family based on the information you told us, we may not draft your documents and recommend another course.
  • Minor Children
  • Properties
  • In-depth Design Meeting with Attorney via Zoom
  • Will or Trust depending on needs
  • Probate Avoidance considerations
  • Privacy considerations
  • Deed if appropriate
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Release
  • Living Will
  • Beneficiary Designation Instructions
  • Electronic Copies
  • Notarize on Own
  • Detailed Signing Instructions
  • Free Annual Review
  • Wallet Cards
  • Final Disposition Form
  • Guardian Designation for Kids
  • Guardian Designation for Self
  • Visiting Authorization if unmarried
  • Dementia Healthcare Document
  • Kid Care Package if minor kids
  • Estate Plan Organizer
  • Estate Planning Checklist
  • Minor Children
  • Properties
  • In-depth Design Meeting with Attorney via Zoom or Person
  • Will or Trust depending on needs
  • Probate Avoidance considerations
  • Privacy considerations
  • Deed if appropriate
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Release
  • Living Will
  • Beneficiary Designation Instructions
  • Electronic Copies
  • Estate Planning Portfolio (binder of original documents)
  • Signing Celebration to Notarize
  • Free Annual Review
  • Wallet Cards
  • Final Disposition Form
  • Guardian Designation for Kids
  • Guardian Designation for Self
  • Visiting Authorization if unmarried
  • Dementia Healthcare document
  • Kid Care Package if minor kids
  • Estate Plan Organizer
  • Estate Planning Checklist

Our Fees

We are transparent.  Our fees range depending on the characteristics and complexities of your Estate.  Here is an example of the fees associated with the levels of planning.  There are no hidden fees.  We do accept payment plans and credit cards.

For a single person with a simple estate requiring a Will:

Traditional Plan-Starts at $1,019

Savvy Plan-Starts at $809

Virtual Will Camp-Starts at $609

**Effective June 2020 in response to COVID-19 changes.

Disclaimer:  The Law Office of Lori Vella’s website contains general information directed to Florida residents.  This firm does not intend to give legal advice through its pages and/or blog.  If you need legal advice, we encourage you to find an attorney licensed in your state.  This language on this website website does not create an attorney-client relationship between you and this firm. Review our legal disclaimer page.