Fees

Business Succession Letter of Instruction: $349 

Buy/Sell Agreement: $349

Cease and Desist Letter: $349

Confidentiality Agreement (simple): $349

Confidentiality Agreement (complex): $585

DMCA Takedown Notice: $349

Employment Agreement: $585

Entity Filing & EIN: $349 (plus state fees)

Independent Contractor Agreement: $585

In-Person Participation Agreement: $585

Operating Agreement (single member): $349

Online Participation Agreement: $585

Website Terms & Conditions (simple): $349

Website Terms & Conditions (complex): $699

Website Disclaimers: $349

CUSTOM AGREEMENTS
Start at $985

CUSTOM SERVICES
$350 per hour

START-UP & RESET PACKAGES

Creative Business Start-Up Package
$3,244 (solo) or $4,399 (multimember) 
Essential services for new solo or multimember business entities. Includes:

• State Entity Filing
• Articles of Incorporation (or Articles of Organization) 
• Operating Agreement (or By-laws)
• Website terms of use, privacy policy, and sample disclaimers
• One client/customer template agreement template
• OPTION to add additional template
• One independent contractor OR employee agreement template
• Non-disclosure agreement template
• EIN and business bank account checklist
• Record Book checklist
• Corporate Compliance and other governance documents checklist
• Insurance checklist
• Financial accounting checklist
• Business succession plan checklist
• One 30-minute meeting to review results
• OPTION to add 4 30-minute meetings to cover business formation, operating agreement, website terms & conditions and privacy policy, and contract template. ADDS $1,000.

Creative Business Reset Package
$3,744 (solo) or $4,150 (multimember)
Essential services for new existing solo or multimember business entities. Includes:

• Review State Entity Filing, Articles of Incorporation (or Articles of Organization), and EIN
• Review corporate documents
• Provide Record Book checklist
• Provide Corporate Compliance and other governance documents checklist
• Review (or new) Operating Agreement (or By-laws)
• Review (or new) Website terms of use, privacy policy, and sample disclaimers
• One client/customer template agreement template
• OPTION to add additional template
• One independent contractor OR employee agreement template
• Non-disclosure agreement template
• Insurance checklist
• Financial accounting checklist
• Business succession plan checklist
• One 60-minute meeting to review results
• OPTION to add eight 30-minute meetings to cover business formation and maintaining legal formalities; operating agreement; website terms & conditions, privacy policy, and disclaimers; contract templates; as well IP protection, financial systems, bookkeeping, tax, and insurance best practices. ADDS $2,000.

TRADEMARK

Knockout Search
$585 
(one mark, one class, must be unique)

Comprehensive Search & Opinion
(one mark, up to three classes)
$1,950

Filing
$700 per class (includes filing fee), $500 for each additional class

COPYRIGHT

Standard Registration
$349 (includes filing fee), $240 for each additional registration.

AUDIT PACKAGES

Emerging Business Audit
$2,644
Packaged services for side hustles, heart projects, or early-stage solopreneurs who are just getting started and want to ensure they are set up for success with the right legal strategies and support in place.

• Review of all legal documents, from formation to contracts to intellectual property, to get your legal foundations secure.
• Review of website, social media, and online offerings, including terms & conditions, privacy policy, and disclaimers, to ensure your products or services are protected.
• Review of financial systems, from bookkeeping to cash flow to tax strategies, to make certain your business has the fuel to grow.
• Review business insurance needs and amounts to verify you have the proper levels of protection in place.
• Discuss estate plans, including business succession plans.
• One 90-minute review meeting
• OPTION to add up to eight 30-minutes meetings to cover topics such as maintaining legal formalities; website terms & conditions, privacy policy, and disclaimers; using contract templates; IP protection; financial systems, bookkeeping, and tax; and insurance best practices.

Professional Business Audit
$5,744
Packaged services for professionals operating businesses with (i) one to three independent contractors or employees and (ii) a proven revenue stream, who want to ensure the right structures and systems are in place to support continued growth.

• Review of incorporation documents and corporate compliance
• Review of all existing contracts with vendors, service providers, affiliates, and clients/customers
• Review of all existing contracts with team members, including employee handbooks, plus interviews with key team members
• Review of all previously filed trademarks and copyrights
• Review of all terms & conditions, privacy policy, and disclaimers
• Review of key newsletters, online media, advertisements, and print material
• Review of financial systems and reports, including:
• P&L statements
• Cash flow statements, balance sheets, and income statements
• Meeting with bookkeeper and key team members
• Consult with CPA to review past tax returns
• Review personal and business insurance needs and amounts to verify you have the proper levels of protection in place.
• Review estate plan, including business succession plans.
• 6-month Fractional General Counsel package following completion of the audit

Established Business Audit
$8,244
Established businesses that include (i) three or more independent contractors or employees and (ii) operate multiple revenue streams, who desire full personal and entity-level asset protection.

• Review of incorporation documents, corporate compliance, and record books for all entities
• Review of all existing contracts with vendors, service providers, and clients/customers, plus interviews with key external stakeholders
• Review of all existing contracts with team members, including employee handbooks, plus interviews with all team members
• IP audit and custom intellectual property protection plan
• Compliance audit of all website, social media, online media, advertisements, testimonials, marketing emails or newsletter, and print material
• Review of all standard operating procedures or guidebooks
• Diagnostic review of financial health, including:
• P&L statements
• Cash flow statements, balance sheets, and income statements
• Meeting with bookkeeper and key team members
• Consult with CPA to review past tax returns and discuss future tax strategies
• Consult with financial advisor
• Review of personal and business insurance needs and amounts to verify you have the proper levels of protection in place, including business, “key-man” or “buy-sell”, employment practices, and life.
• Update estate plan, including business succession, transition, or exit plans.
• 6-month Fractional General Counsel package following completion of the audit

FRACTIONAL GENERAL COUNSEL
$450 – $4,495 per month

By invitation only. New clients must undertake an audit prior to enrollment. Inquire at [email protected]. 

ESTATES
Estate planning begins with a Craft Your Legacy meeting.

“The Core Four”
$1,750
Last Will & Testament
Advanced Directive
Healthcare Power of Attorney
Financial Power of Attorney

Will-Based Estate Plan
$2,000 – $4,000
Pricing increases based on the number of persons (single, coupled, poly, etc.).
The Core Four
Ancillary Letters (child care, pet care, specific gifts)
Good Ancestor Interview
Archive Management Education

Trust-Based Estate Plan
$3,000 – $5,000
Pricing increases based on trust complexity
The Core Four
Custom trust
Ancillary Letters (child care, pet care, specific gifts)
Good Ancestor Interview
Archive Management Education

Trust Advice, Amendment & Management
Custom, please inquire at [email protected]

Art Collection Advice & Management
Custom, please inquire at [email protected]

Intellectual Property Advice & Management
Custom, please inquire at [email protected]

Payment plans are available. Fees and scope are subject to change. Last updated May 2023.