PF Consulting Firm
Strategy · Solutions · Impact
Estate Planning

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.

Standard turnaround
7–14 business days
Rush turnaround
3–5 business days (+35%)
Estate Planning Draft Support for Attorneys prepared for attorney review and signature
What this is

Summary outline: estate planning draft support for attorneys in plain language

A short explanation of the work, who orders it, what it costs, what you send us, what comes back, and who carries filing responsibility.

01What this is
Wills, trusts, powers of attorney, directives and full planning packages drafted under attorney direction.
02Who orders it
Licensed attorneys and law firms in Florida, California, Georgia, New York, New Jersey and Nevada, plus the federal courts and agencies those attorneys practice before.
03What you can pay for
A whole case bundle, a single document, or the specific form you need prepared.
04Published fees
$697 to $2,497, by deliverable
05Turnaround
Standard 7–14 business days. Rush 3–5 business days (+35%).
06What you send us
Prior estate plan; Deeds and account titling; Beneficiary designations; and the remaining intake items listed below.
07What you receive
Execution instruction sheet for attorney review; Self-proving affidavit shell where the state allows; Funding checklist for trusts; and the remaining included items listed below.
08What is not included
Tax advice; Dispositive decisions; Supervising execution; and the remaining exclusions listed below.
09Revisions
One factual revision round is included on an individual order. Membership plans include up to 5 revisions per case.
10Who files
You do. PF prepares and returns the work product; the ordering attorney reviews, signs, files and appears.
Three ways to pay

Pay by case, by document, or by form

Same attorney-directed work product, three ways to buy it. Every amount on this page is a published flat fee or the exact sum of the fees you select.

Pay by case

One matter, several deliverables, one payment.

A case bundle is two or more published deliverables from the same matter, ordered together and paid in a single transaction. The bundle total is the exact sum of the line items you select — there is no bundle markup and no discount applied to published fees.

Best for: A file that needs more than one work product at once — for example pleadings plus discovery plus a chronology on the same case.

  1. 1.Select each deliverable your matter needs from the list below.
  2. 2.The running total updates as the exact sum of the selected published fees.
  3. 3.Pay the bundle by card in one transaction.
  4. 4.Sign the service agreement, complete the matter intake, then upload records to the secure vault.
  5. 5.Preparation begins when the file is complete; each deliverable is returned to you for attorney review, signature and filing.
Go to pay by case
Pay by document

One named deliverable at its published flat fee.

A document order is a single named work product — a motion draft, a chronology, an exhibit index, an accounting — prepared to the base scope printed on its card. Work that exceeds the printed base scope is quoted in writing before it starts.

Best for: A defined, standalone need where you already know the exact deliverable you want prepared.

  1. 1.Read the base scope and the deliverable description on the card.
  2. 2.Pay the published flat fee by card.
  3. 3.Sign the service agreement and complete the matter intake.
  4. 4.Upload the listed records to the secure vault.
  5. 5.The draft is returned to you for attorney review, signature and filing.
Go to pay by document
Pay by form

Start from the form; we show you the line item that prepares it.

Forms are not billed as a separate product line. Select the form or filing document you need and this page resolves the published deliverable that prepares it, so you pay a known flat fee instead of an open hourly estimate. Government filing fees are never included and are always paid by your firm or your client directly to the court or agency.

Best for: You know the form number or the filing document the court, clerk or agency requires, but not which service covers it.

  1. 1.Select the form from the jurisdiction list below.
  2. 2.Review the matched published deliverable and its base scope.
  3. 3.Pay that flat fee by card, or add it to a case bundle.
  4. 4.Complete intake and upload the records that support the form.
  5. 5.The completed form set is returned unsigned for attorney review, signature and filing.
Go to pay by form

True of every order

  • • PF Consulting Firm is not a law firm and does not provide legal advice, legal opinions or representation.
  • • All work is prepared at the direction of the ordering attorney and returned for that attorney's review, signature and filing.
  • • The ordering attorney holds all filing, service, appearance and deadline responsibility.
  • • Prices shown are flat fees for the printed base scope. Anything beyond the base scope is quoted in writing before work begins.
  • • Court, clerk, agency and other third-party fees are separate and are never collected by PF Consulting Firm.
  • • Individual orders include one factual revision round. Membership plans include up to 5 revisions per case.
Pay by case

Build a case bundle and pay once

Select every deliverable your matter needs. The total is the exact sum of the published fees — no bundle markup.

Select the deliverables this case needs

The bundle total is the exact sum of the published fees you select. No markup is added and no published fee is discounted.

Pay by document

Flat fees for a single deliverable

Each card shows the deliverable, its printed base scope and its published flat fee. Work beyond the printed base scope is quoted in writing first.

Will Drafting Support
$897
Trust Drafting Support
$1,497
Power of Attorney Drafting Support
$697
Health Care Directive Drafting Support
$697
Estate Planning Document Package
$2,497
Pay by form

Start from the form you need prepared

Select a form or filing document and this page resolves the published deliverable that prepares it, so you pay a known flat fee.

These are the forms and filing documents this service prepares, grouped by the level of government that issues them. Select one to see the published deliverable that prepares it and pay that flat fee. Government filing fees are set by the court, clerk or agency and are paid by your firm or your client directly.

Scope

What is included and what is not

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
Intake

What the attorney provides

  • Prior estate plan
  • Deeds and account titling
  • Beneficiary designations
  • Attorney term sheet
Direct answers

Questions attorneys ask about this service

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.

Who orders this

Attorney types this service supports

Boundaries

Professional boundaries on this assignment

Professional boundaries
  • Work is performed only at the direction of a licensed attorney
  • Every deliverable is prepared for attorney review, revision and signature
  • Scope, price and turnaround are confirmed in writing before work begins
  • PF Consulting Firm is not a law firm and does not practice law
  • No legal advice, no strategy decisions, no attorney-client relationship
  • PF does not file, e-file, serve, calendar deadlines or appear — the ordering attorney identifies, verifies and controls all filing requirements and deadlines

Order attorney-directed support

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.

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