Source: https://billingmart.com/for/estate-planning

For estate planning attorneys

# Packages quoted up front, signed, and paid at signing

Estate planning is sold as a package: a will, a trust document, powers of attorney, priced as one flat fee and paid around the signing meeting. Clients decide on the price before the work starts, so a clear estimate does most of the selling. Couples often decide together over several days, so the estimate needs to be easy to forward and come back to.

## The billing problems estate planning attorneys actually have

Clients want the package price in writing before they commit.

Send an estimate that lists every document in the package; the client approves it from the link.

Half the fee is due at engagement and half at signing.

Invoice the first half when the estimate is approved and the second half on the signing day, each with its own payment page.

Annual review clients are forgotten until they call.

A recurring invoice raises the review fee each year on its date, so the review is not left until the client calls.

## A worked invoice

Sample work, priced the way this work is usually priced. The total is computed with the same function the console bills with.

## Questions

**Can the estimate become the invoice?**

Yes. An approved estimate is turned into an invoice with the same lines.

**Can I bill an annual review automatically?**

Yes. A recurring invoice bills the review fee every year on the date you set.

**Can two clients share one invoice?**

Yes. Bill the couple as one client, with both names on the invoice.

## Send your next invoice with BillingMart

Start free, send your first invoice, and see it paid by card or bank transfer.

[Start free](https://app.billingmart.com/sign-up)

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This is the Markdown copy of https://billingmart.com/for/estate-planning. Live plans, prices and limits are published as JSON at https://billingmart.com/plans.json and https://billingmart.com/agent-info.json.