Wisconsin | Minnesota | California 414-253-8500
Wisconsin | Minnesota | California

Transparent Legal Pricing for Legal Services (Estate Planning, Probate, Business, and More)

At Heritage Law Office, we believe in transparency and value. That's why we offer clear, flat-rate packages and competitive hourly options-so you know exactly what to expect. Our experienced attorneys handle a wide range of matters including estate planning, probate, trust administration, business formation, physician contract review, and more.

Contact us by either using the online form or calling us directly at 414-253-8500 for legal assistance.


Hourly Attorney Rates

We offer hourly legal services for matters that require ongoing guidance or are not eligible for flat-rate pricing.

  • Standard Hourly Rate: $495/hour

  • Complex Legal Matters: $790/hour. Applies to high-stakes or especially complex legal situations requiring additional attention.


Estate Planning Legal Packages

We provide flat-fee estate planning options to help you plan confidently and efficiently. Whether you're preparing a basic will or developing a trust-based plan for asset protection, our services are designed with clarity and peace of mind in mind.

Will Package - $1,499

Includes:

Visit our Wills page for more insights.

Power of Attorney Package - $999

Includes:

Revocable Trust Package - $4,499

Includes:

Irrevocable Trust Package - $7,499 to $9,999

Includes:

Explore key differences in our Trusts Overview resource.

Medicaid Planning Packages

Medicaid Opinion & Planning - $2,499

Includes:

  • Comprehensive financial review for Medicaid qualification

  • Legal opinion letter outlining strategy options

Learn more on our Medicaid Planning Essentials page.

Medicaid Asset Protection Trust Package - $7,499 to $9,999

Includes:

Charitable Trust Package - $7,499 to $9,999

Includes:


Probate and Trust Administration

When a loved one passes away, we help guide families through probate or trust administration. Services are billed at the standard hourly rate and require an upfront deposit.

Probate Administration - $4,499 Deposit

Trust Administration - $4,499 Deposit

  • Billed hourly at $495/hour

  • Understand trustee obligations on our Trustee Duties page

Small Estate Affidavit - $1,499 Deposit


Business Formation & Transaction Services

Whether you're launching a startup or formalizing a growing venture, our flat-fee business packages make it easy to move forward with confidence.

LLC Creation Package - $999

Includes:

  • Formation of LLC

  • Articles of Incorporation

  • EIN (Tax Identification Number)

Learn more about forming an LLC on our Understanding LLCs page.

LLC + Operating Agreement Package - $2,499

Includes:

Franchise Disclosure Document (FDD) Review - $2,499

Includes:

  • Review of FDD

  • 1-hour consultation with an attorney

For detailed insight, visit our Franchise Disclosure Document Attorney page.


Physician Contract Review Services

Our team offers flat-rate reviews for physician contracts, empowering you to make informed employment decisions.

Standard Physician Contract Review - $549

Includes:

  • Full contract review

  • Attorney opinion letter

  • Phone consultation

Turnaround: 7-9 business days.

More details: Physician Contract Review

Expedited Physician Contract Review - $849

Includes everything in the standard package, plus:

  • Expedited turnaround in 3-5 business days


Additional Legal Services

Sometimes, you need focused help on a specific document or task. We offer these flat-fee services for targeted assistance.

Document Review + 30-Minute Call - $495

Includes:

  • Attorney document review

  • 30-minute phone discussion with recommendations

Deed Preparation & Filing - $789

Includes:

  • Preparation of deed

  • Filing with the appropriate county office

Need more insight into deed titling? See our guide: Real Estate Titling & Deeds


Other Services Available Upon Request

We offer a wide range of legal services beyond what's listed above. If you don't see what you need, reach out-we likely handle it.

Additional services include:

  • Business succession planning

  • Special needs planning

  • Beneficiary designation audits

  • Estate tax mitigation strategies

  • Customized legacy planning solutions

Explore more by contacting us via the Contact Form or calling 414-253-8500.


Contact an Attorney About Flat-Fee and Hourly Legal Services

Whether you're starting a business, crafting your estate plan, reviewing a contract, or navigating probate, the team at Heritage Law Office is here to provide knowledgeable legal counsel and clear pricing.

Call us at 414-253-8500 or use our secure contact form to schedule your consultation today.


Frequently Asked Questions (FAQs)

1. What are the benefits of flat-fee legal services?

Flat-fee legal services provide clients with cost predictability and transparency. You'll know exactly what you're paying for without worrying about hourly billing fluctuations. This is especially helpful for estate planning and business formation, where the scope of work is clearly defined.

2. When is hourly billing better than flat-fee pricing?

Hourly billing is often ideal for complex, ongoing, or unpredictable legal matters-such as contested probate, trust administration, or high-stakes negotiations. In these cases, the work cannot always be pre-packaged due to the potential for unforeseen developments.

3. What's included in a typical estate planning package?

Most estate planning packages include documents such as a Last Will and Testament, powers of attorney, HIPAA authorizations, and sometimes a revocable or irrevocable trust. The goal is to offer a comprehensive, legally valid plan tailored to your life and assets.

4. How long does it take to complete an estate plan?

Turnaround times vary depending on the package, but most standard estate plans are completed within 2-4 weeks. Urgent needs may be accommodated more quickly, especially for healthcare documents such as powers of attorney and living wills.

5. Can I customize legal packages to fit my needs?

Yes. Many flat-fee legal services are designed to be modular. For example, you can build a custom plan that includes specific trust types, beneficiary structures, or advanced planning strategies. It's best to schedule a consultation to ensure your plan fits your goals.


Estate Planning Package Comparison Table

Package Name Price Key Inclusions

Will Package

$1,499

Last Will and Testament, Power of Attorney Package

Power of Attorney Package

$999

Financial & Healthcare POAs, Living Will, HIPAA Authorizations

Revocable Trust Package

$4,499

Revocable Trust, Will Package

Irrevocable Trust Package

$7,499 - $9,999

Irrevocable Trust, Will Package

Medicaid Planning Package

$2,499

Financial review, legal opinion letter

Medicaid Asset Protection Trust

$7,499 - $9,999

Medicaid Trust, Medicaid Planning, Will Package

Charitable Trust Package

$7,499 - $9,999

Charitable Trust, Will Package


Business Services Comparison Table

Service Flat Fee Included Services

LLC Creation Package

$999

LLC Formation, Articles, EIN

LLC + Operating Agreement

$2,499

Operating Agreement, LLC Creation Package

Franchise Disclosure Document Review

$2,499

FDD Review, 1-Hour Attorney Consultation

Physician Contract Review (Standard)

$549

Contract Review, Attorney Letter, Call (7-9 Business Days)

Physician Contract Review (Expedited)

$849

All of the above, with 3-5 Business Day Turnaround

Document Review + Call

$495

Review of Documents, 30-Minute Legal Consultation

Deed Preparation & Filing

$789

Preparation and County Filing of Deed

Contact Us Today

Whether you're planning for the future, navigating probate, managing a business, or facing another legal matter — we're here to help. Contact us today using our online form or call us directly at 414-253-8500 to speak with our team.

We proudly provide trusted legal services to clients across Wisconsin, Minnesota, , and California. Our office is conveniently located in Downtown Milwaukee.

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