Estate Planning Draft Support for Attorneys

Included

• • Execution instruction sheet for attorney review
• • Self-proving affidavit shell where the state allows
• • Funding checklist for trusts
• • One revision round

Not included

• • Tax advice
• • Dispositive decisions
• • Supervising execution
• • Notarization or witnessing

What does PF Consulting Firm provide under Estate Planning Draft Support for Attorneys?

Where PF personnel are appropriately trained and working strictly under attorney direction, PF prepares estate planning drafts to the attorney's terms and jurisdictional instructions. The attorney provides all legal decisions, dispositive terms, tax direction and execution instructions.

Who is this service for?

Licensed attorneys and law firms who direct the assignment. PF accepts estate planning work from firms in Florida, California, Georgia, New York, New Jersey and Nevada, and federal matters in those districts. PF does not accept this work directly from the public.

What does the service cost?

Flat fees in this category run $697 to $2,497, priced per assignment and confirmed in writing before work starts. Items outside the ordered scope are quoted separately rather than absorbed.

What is included?

Execution instruction sheet for attorney review; Self-proving affidavit shell where the state allows; Funding checklist for trusts; One revision round.

What is not included?

Tax advice; Dispositive decisions; Supervising execution; Notarization or witnessing.

What affects the price?

Document volume, number of parties or accounts, record condition, court-specific formatting, reconstruction of incomplete records, and rush timing. Anything outside the confirmed scope is quoted before it is produced.

What documents does the attorney need to provide?

Prior estate plan; Deeds and account titling; Beneficiary designations; Attorney term sheet.

How long does preparation take?

Standard preparation is 7–14 business days. Rush preparation is 3–5 business days (+35%) where capacity allows, at the published rush uplift.

Does PF file the documents?

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. PF delivers the prepared work product and, where contracted, an administrative completion checklist.

Who reviews the completed work product?

The ordering attorney. Every deliverable is prepared for attorney review, revision and signature. Nothing PF prepares is final until the supervising attorney approves it.

Are revisions included?

Individual orders include one factual revision within the original scope. Monthly law firm support plans include up to five revisions per case within the original scope; further revisions or scope changes are quoted.

How does an attorney place an order?

Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload the supporting records through the secure vault. Preparation begins once the file is complete.