Wills, trusts, powers of attorney, directives and full planning packages drafted under attorney direction.
- Will Drafting Support
- Trust Drafting Support
- Power of Attorney Drafting Support
- Health Care Directive Drafting Support
Medicaid planning, long-term care and elder advocacy practices.

These tags describe the attorney's practice — the specialty, subspecialties, matter types and stages. PF's deliverables are listed separately below, because a deliverable is never a practice area.
Click any specialty, subspecialty, matter type, stage or deliverable below — we match it to the individually payable assignments for that tag, with the flat fee and a card-payment button.
Recommendations change with the stage of the matter, not just the practice type. Every tag below is an individually payable line item that opens at its exact price.
Strongly matched to the matters this practice type actually handles.
Legitimate but situational. Nothing is promoted to primary without a real match.
8 support categories · 16 individually payable items. Each tag below is its own line item with its own flat fee — order one, or bundle several on the same matter.
Prices are flat fees per assignment, confirmed in writing before payment. Items outside the ordered scope are quoted separately rather than absorbed. Individual orders include one factual revision within the original scope.
Flat fee per assignment from the published catalog price, confirmed in writing before payment. Volume, parties, record condition and rush timing move the assignment to the next published level rather than adding hourly charges.
Standard preparation on the turnaround published on each service page; rush preparation where capacity allows, at the published rush uplift.
Individual orders include one factual revision within the original contracted scope unless the service card states otherwise. Monthly law firm support plans include up to five revisions per case within membership scope.
Wills, trusts, powers of attorney, directives and full planning packages drafted under attorney direction.
Annual trust accountings, complex trust accountings, distribution and asset schedules.
File setup, petitions, inventories, asset, creditor, heir and distribution schedules.
Fact, evidence, witness, issue, claim, defense and damages matrices built from the record.
Priced per accounting year with a clear transaction and account threshold. 1 year $1,297 · 3 years $3,891 · 5 years $6,485.
Page-banded medical review and three chronology volume tiers with a custom track above 5,000 pages.
Page-banded review pricing, issue tagging, Bates indexes, production logs and privilege log support.
Medical and business record request drafts, packages, and subpoena drafting for attorney issuance.
Medicaid planning, long-term care and elder advocacy practices. We prepare financial document organization, asset schedules, transfer chronologies, trust drafts, facility record organization, accountings under the direction of the ordering attorney, who reviews, revises and signs everything we produce.
Long-Term Care Planning; Medicaid Matters; Asset Transfers; Trust Matters; Facility Matters; Probate; Guardianship.
Financial Document Organization, Asset Schedules, Transfer Chronologies, Trust Drafts, Facility Record Organization, Accountings. Every line item and its flat fee is listed on this page.
Flat fee per assignment from the published catalog price, confirmed in writing before payment. Volume, parties, record condition and rush timing move the assignment to the next published level rather than adding hourly charges.
Record volume, number of parties, accounts, years or providers involved, record condition, court-specific formatting, reconstruction of incomplete records and rush timing. Anything outside the confirmed scope is quoted before it is produced.
Signed PF Consulting Firm service agreement; Case caption, court, division and case number (where a case exists); Any prior filings or drafts you want the deliverable to match; Your firm's formatting, caption and pleading-paper standards; Financial statements across the period being charted; Deeds, titles and transfer documents; Existing planning documents; Facility or care records supplied by the attorney.
Through the PF secure upload vault after payment and matter intake. We do not accept case records by unsecured email attachment.
Standard preparation on the turnaround published on each service page; rush preparation where capacity allows, at the published rush uplift.
Individual orders include one factual revision within the original contracted scope unless the service card states otherwise. Monthly law firm support plans include up to five revisions per case within membership scope.
No. PF does not file, e-file, serve, calendar or appear. The ordering attorney identifies, verifies and controls every deadline, filing requirement and service obligation.
The ordering attorney. PF is not a law firm, does not practice law, does not give legal advice and does not select strategy, claims, defenses or eligibility theories.
The ordering attorney. Nothing PF prepares is final until the supervising attorney reviews, revises and approves it.
Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, work the document checklist, upload to the secure vault, then we prepare and deliver for attorney review.
Planning and trust-administration attorneys needing document production capacity.
View pageAttorneys handling adult and minor guardianship matters.
View pageAttorneys administering formal and summary estates across multiple counties.
View pageLong-term care negligence and elder abuse litigators working facility charts.
View pagePF organizes documents and prepares drafts at your direction. PF does not determine benefit eligibility, advise on spend-down strategy, or communicate with any agency.
Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload your records to the secure vault. Preparation begins when the file is complete.