Business Services
Your business is often your biggest asset. Most estate plans forget it entirely.
A trust that doesn't account for what happens to your business isn't a complete plan — it's a gap waiting for your family to find at the worst possible time. Hire us for one thing or build the whole thing. Every service stands on its own, and it all plays nicely with any of our Legacy Plans.
Own a business, no estate plan yet?
Own a business and your family has no plan? Let’s fix both.
You’re not alone. Plenty of business owners come to us with a company and zero plan for their family. No judgment here. In your Design Session we look at your family and your business together, then you choose the path that fits:
- A Legacy Plan for your family — chosen by who you’re protecting. See the Legacy Plans.
- Business Integration or Succession Planning — so your company is connected to that plan from the start.
- Ongoing support — a Your Family Attorney membership with the Business Owner add-on, or the Business Counsel Retainer on its own.
The $500 Design Session is credited toward your plan if you move forward.
Start with a Design Session →
Two ways to work with us on your business — The hands-on work on this page (filings, funding your company into your plan, entity compliance on its own) is priced per entity. Separately, the
Business Owner add-on to
Your Family Attorney ($400/month on any tier) adds the business side to your family membership: Entity Compliance (annual filings and registered agent upkeep), an annual business review (including a check that one entity’s ownership still matches your estate plan), corporate minutes and record updates, and coordination with your CPA and financial professionals, with your written permission. Only need the business side? The Business Counsel Retainer below stands on its own. All ongoing fees are monthly retainers, non-refundable and earned upon receipt.
Ongoing · Business Counsel Retainer
Your business attorney, on call
A standing attorney relationship for your business, no Your Family Attorney membership needed. Think of it as having a lawyer in your corner without hiring one full time. Billed monthly as a retainer; cancel with notice.
$1,500/ month retainer, per entity
- External general counsel: 1 hour of attorney time per month for calls, emails, and contract review. Unused time does not roll over. When it’s outside what we practice, we find you the right specialist
- 2 legal letters per year (such as a demand letter), Florida matters, subject to a conflict check
- Entity Compliance included: annual state filings and registered agent upkeep for the entity (state and registered agent fees are additional)
- Annual business review, including confirming each entity’s ownership still matches your estate plan
- Corporate minutes and record updates
- Coordination with your CPA and financial professionals, with your written permission
- Response within 1 business day, business hours only*
- 2 minor updates per year to business documents we prepared (such as an officer or address change)
- 10% off à la carte business work (excluding litigation and hourly corporate counsel)
Monthly fees are retainers for availability, non-refundable and earned upon receipt. *Response times count business hours only and do not apply during vacations and holidays; we give advance notice. Legal letters are released across the year: the first after your membership has been active for 90 days, the second after six months. Unused letters do not carry over and end if you cancel. Adding owners, restructuring, or forming a new entity is a new service, quoted separately. Membership covers keeping your business legally in order and answering your questions; a new legal matter is a separate engagement.
Business & Commercial Litigation
Business fight? We can take certain cases on contingency.
Business and commercial litigation services, from the first demand through mediation and pre-trial settlement, are available on a contingency fee basis in appropriate cases. We size up every case first. Not every one qualifies, and we’ll tell you straight.
Before we begin, a written agreement signed by both of us sets out the percentage, whether it is calculated before or after costs, who is responsible for costs if there is no recovery, and what happens if the case does not settle at mediation. Our services cover the matter through mediation and pre-trial settlement. No outcome is guaranteed.
Business Integration
Connecting your business to your existing plan
from $1,500
one-time audit, plus per-entity work
What's included
- —Business Succession Audit (one-time, per client) — $1,500–$2,500
- —Business Interest Funding into Trust — $750–$1,200 per entity
Who this is for
Business owners whose company already exists and just needs to be properly connected to their estate plan — retitled correctly and kept in sync with everything else.
Base prices. Added complexity may incur additional work, scoped and quoted before we start. Our fees are attorney fees only. Government filing fees, registered agent fees, and other third-party costs are additional. Fees for business services are per entity unless stated.
Business Succession Planning (Boutique-Level)
Building the actual succession structure
For owners who need real transition planning — what happens to the business itself, not just how it’s titled. Priced to match the liability involved.
Buy-Sell Agreement
$5,000–$8,000+
Single-Entity Succession Plan
$4,000
- A real transition plan for one business
Multi-Entity Succession Plan
$8,000–$15,000+
- Coordinated across multiple businesses
Starting up or winding down — done right from day one
Whether you’re launching a new venture or closing one down, the legal mechanics matter — for your liability, your tax exposure, and your estate plan. We handle formation and dissolution as standalone services or as part of a broader plan.
Entity Formation + Counsel
$500/ entity
- LLC, S-Corp, or C-Corp filing with the state
- EIN registration and registered agent setup
- Operating agreement included in the bundle (next card). Need one on its own? $1,500 single owner, $3,000 multiple owners, bylaws $2,000+
- Our attorney fee only — state filing fees are additional
Formation + First-Year Compliance
Starting at $3,000bundle / entity
- Entity formation + counsel (a la carte: $500)
- Operating agreement (a la carte: $1,500 single owner, $3,000 multiple owners; bylaws $2,000+)
- Registered agent setup (included in formation)
- First-year annual report filing (a la carte: $150 + filing fees)
- First-year compliance upkeep (a la carte: $150/mo per LLC, $300/mo per S or C Corp)
- Multi-owner or heavily customized agreements quoted separately
- Our attorney fee only — state filing fees are additional
Business Dissolution
$1,200–$3,500/ entity
- State dissolution filing and creditor notice
- Final tax filings coordination with your CPA
- Asset distribution and wind-down documentation
- Our attorney fee only — state filing fees are additional
Regulatory Audit & Compliance Package
$2,500–$5,000+/ entity, by industry
- For new businesses that want to start out compliant
- Licenses, permits, and industry rules, mapped into a clear roadmap
- Our attorney fee only — government and licensing fees are additional
Why the bundle — It saves you money. Formation, your operating agreement, and your first year of upkeep cost less together than they do piece by piece, and nothing slips after the entity exists. Why do it alongside your plan — forming a new entity at the same time as your estate plan lets us structure ownership to flow into your trust from the start, saving you a retitle later. Dissolving one? We make sure the wind-down doesn’t leave gaps in your existing plan.
Pick what you need. Pay for what you pick.
Every service below stands on its own, no membership required. Want more than one of these? Choose one of our bundles and save. Want ongoing help instead? See the Business Counsel Retainer.
Setting it up
Starting a business? Start it right.
Keeping it in order
The unglamorous stuff that keeps your protection intact.
Entity Compliance, LLC
Annual state filings and registered agent. Monthly retainer, non-refundable, earned upon receipt.
$150/ mo per entity + filing fees
Entity Compliance, S-Corp or C-Corp
Annual state filings and registered agent. Monthly retainer, non-refundable, earned upon receipt. 15% off each additional entity for 3+.
$300/ mo per entity + filing fees
Annual report filing only
Just the filing, nothing ongoing.
$150+ filing fees
Corporate minutes & record update
Get your records current and defensible.
$350+by complexity
Corporate counsel
Your business attorney by the hour, for whatever comes up that isn’t on this menu.
$600/ hour
Employee handbook creation & compliance
A handbook that sounds like your business, not a downloaded template.
Flat feequoted by size & industry
Protecting it, and your family
What happens to the business if something happens to you.
Business Succession Audit
One-time review of your bylaws, operating agreements, and buy-out structures to find the gaps.
$1,500–$2,500one-time
Funding the business into your trust
Retitle the business so your plan actually controls it.
$750–$1,200per entity
Buy-sell agreement, single entity
Fully funded, so the transition is smooth and stays out of court.
$5,000–$8,000+
Single-entity succession plan
A real transition plan for one business.
$4,000
Multi-entity succession plan
One coordinated structure across holding companies, operating LLCs, and your family trust.
$8,000–$15,000+
Winding down
Closing it right protects you and your plan.
When it gets ugly
Contract drafting or review
Before you sign it, or after someone doesn’t honor it.
$1,000+
Demand or legal letter
Florida matters, subject to a conflict check.
$500
Business litigation, through mediation and pre-trial settlement
Contingency fee, by signed agreement.
Details below.
Contingency
Base prices. A “+” means the price goes up with complexity: more owners, more entities, regulated industries, added scope. We scope and quote before we start. All prices are our attorney fees only. State filing fees, registered agent fees, and other third-party costs are additional. Prices are per entity unless stated. Monthly fees are retainers, non-refundable and earned upon receipt.