Planning and trust-administration attorneys needing document production capacity.
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.
4 support categories · 12 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. Trust accounting is priced per accounting; complex accountings move to the published complex tier.
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.
Priced per accounting year with a clear transaction and account threshold. 1 year $1,297 · 3 years $3,891 · 5 years $6,485.
Planning and trust-administration attorneys needing document production capacity. We prepare will drafts, trust drafts, powers of attorney, health care directives, funding schedules, trust accountings, beneficiary packets under the direction of the ordering attorney, who reviews, revises and signs everything we produce.
Will Preparation Support; Trust Preparation Support; Trust Funding; Asset Schedules; Beneficiary Administration; Trust Accounting; Estate Administration.
Will Drafts, Trust Drafts, Powers of Attorney, Health Care Directives, Funding Schedules, Trust Accountings, Beneficiary Packets. 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. Trust accounting is priced per accounting; complex accountings move to the published complex tier.
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; Trust instrument and amendments; Statements for every trust account and accounting year; Deeds, titles and beneficiary designations; Your precedent forms and drafting preferences.
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.
Attorneys administering formal and summary estates across multiple counties.
View pageMedicaid planning, long-term care and elder advocacy practices.
View pageAttorneys handling adult and minor guardianship matters.
View pagePF drafts from the attorney's chosen structure and terms. PF does not select planning strategy, tax treatment or dispositive terms.
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.