ProPlan Suite™ is our comprehensive drafting service designed to handle overflow drafting needs with unmatched precision and care. Whether your firm experiences temporary surges in workload or requires ongoing support, our team steps in as an extension of your office, delivering expertly crafted estate plans. We don’t “crank out” documents—we tailor each plan to align with your firm’s preferences and your clients’ unique needs. With ProPlan Suite™, you can trust that every detail is meticulously handled, ensuring your clients receive the high-quality plans they deserve while you focus on your role as a strategic advisor.

We did the math, so you don’t have to! A full joint trust plan package (including fiduciary letters, deed, trust diagram, documents for children if applicable, etc) should take an experienced drafter approximately 4.0 hours to complete. This includes an hour review of the documents, fine-tuning and revising. This is approximately $62.00/hour. If you can pay staff (including health insurance, vacation and sick days, your time in managing and training the staff, management of staff turnover, etc) less than $62.00 an hour and they can produce quality documents, then this service probably is not suitable for you.