Will & Testament Preparation Calculator
Protect your family and assets with proper estate planning. This calculator helps estimate costs for will preparation ranging from simple single-person wills to comprehensive high-net-worth estate plans. Configure your estate details, add powers of attorney, living wills, and trust planning to get accurate cost estimates. Whether you need basic documents or complex tax-efficient estate structures, get transparent pricing before your consultation.
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export function willTestamentCalculator(form: FormTs) {
// Will types and base fees
const willTypes: Record<string, { baseFee: number, hours: number }> = {
'simple-single': { baseFee: 350, hours: 1.5 },
'simple-couple': { baseFee: 550, hours: 2.5 },
'standard-single': { baseFee: 650, hours: 3 },
'standard-couple': { baseFee: 950, hours: 4 },
'complex-single': { baseFee: 1200, hours: 5 },
'complex-couple': { baseFee: 1800, hours: 7 },
'high-net-worth': { baseFee: 3500, hours: 12 },
'business-owner': { baseFee: 2500, hours: 10 }
};
// Attorney rates
const attorneyRates: Record<string, number> = {
'associate': 250,
'senior-associate': 350,
'partner': 450,
'estate-specialist': 550
};
form.addRow(row => {
row.addTextPanel('header', {
computedValue: () => 'Will & Testament Preparation Calculator',
customStyles: { 'font-size': '1.5rem', 'font-weight': '600', 'color': '#1e293b' }
});
});
form.addSpacer({ height: 20 });
// Will Type Section
const willSection = form.addSubform('willType', { title: '📜 Will Type' });
willSection.addRow(row => {
row.addDropdown('type', {
label: 'Will Package',
options: [
{ id: 'simple-single', name: 'Simple Will - Single Person' },
{ id: 'simple-couple', name: 'Simple Wills - Couple' },
{ id: 'standard-single', name: 'Standard Will - Single Person' },
{ id: 'standard-couple', name: 'Standard Wills - Couple' },
{ id: 'complex-single', name: 'Complex Will - Single Person' },
{ id: 'complex-couple', name: 'Complex Wills - Couple' },
{ id: 'high-net-worth', name: 'High Net Worth Estate Plan' },
{ id: 'business-owner', name: 'Business Owner Estate Plan' }
],
defaultValue: 'standard-single',
isRequired: true
}, '1fr');
row.addDropdown('attorneyLevel', {
label: 'Attorney Level',
options: [
{ id: 'associate', name: 'Associate ($250/hr)' },
{ id: 'senior-associate', name: 'Senior Associate ($350/hr)' },
{ id: 'partner', name: 'Partner ($450/hr)' },
{ id: 'estate-specialist', name: 'Estate Planning Specialist ($550/hr)' }
],
defaultValue: 'senior-associate',
isRequired: true
}, '1fr');
});
// Estate Details Section
const estateSection = form.addSubform('estate', { title: '💰 Estate Details' });
estateSection.addRow(row => {
row.addDropdown('estateValue', {
label: 'Estimated Estate Value',
options: [
{ id: 'under-500k', name: 'Under $500,000' },
{ id: '500k-1m', name: '$500,000 - $1 million' },
{ id: '1m-3m', name: '$1 - $3 million' },
{ id: '3m-5m', name: '$3 - $5 million (+15%)' },
{ id: 'over-5m', name: 'Over $5 million (+30%)' }
],
defaultValue: '500k-1m',
isRequired: true
}, '1fr');
row.addDropdown('beneficiaries', {
label: 'Number of Beneficiaries',
options: [
{ id: '1-2', name: '1-2 Beneficiaries' },
{ id: '3-5', name: '3-5 Beneficiaries' },
{ id: '6-10', name: '6-10 Beneficiaries (+$200)' },
{ id: '10+', name: '10+ Beneficiaries (+$400)' }
],
defaultValue: '3-5',
isRequired: true
}, '1fr');
});
estateSection.addRow(row => {
row.addCheckbox('minorChildren', {
label: 'Minor Children (Guardian provisions) (+$200)',
defaultValue: false
}, '1fr');
row.addCheckbox('specialNeeds', {
label: 'Special Needs Beneficiary (+$500)',
defaultValue: false
}, '1fr');
});
estateSection.addRow(row => {
row.addCheckbox('blendedFamily', {
label: 'Blended Family Provisions (+$350)',
defaultValue: false
}, '1fr');
row.addCheckbox('charityBequest', {
label: 'Charitable Bequests (+$150)',
defaultValue: false
}, '1fr');
});
// Additional Documents Section
const documentsSection = form.addSubform('documents', { title: '📋 Additional Documents' });
documentsSection.addRow(row => {
row.addCheckbox('livingWill', {
label: 'Living Will / Advance Directive (+$150)',
defaultValue: true
}, '1fr');
row.addCheckbox('healthcarePoa', {
label: 'Healthcare Power of Attorney (+$150)',
defaultValue: true
}, '1fr');
});
documentsSection.addRow(row => {
row.addCheckbox('financialPoa', {
label: 'Financial Power of Attorney (+$200)',
defaultValue: true
}, '1fr');
row.addCheckbox('hipaaAuth', {
label: 'HIPAA Authorization (+$50)',
defaultValue: false
}, '1fr');
});
documentsSection.addRow(row => {
row.addCheckbox('digitalAssets', {
label: 'Digital Assets Directive (+$100)',
defaultValue: false
}, '1fr');
row.addCheckbox('petTrust', {
label: 'Pet Trust (+$300)',
defaultValue: false
}, '1fr');
});
// Trust Options Section
const trustSection = form.addSubform('trusts', { title: '🏛️ Trust Options' });
trustSection.addRow(row => {
row.addCheckbox('revocableTrust', {
label: 'Revocable Living Trust (+$1,500-2,500)',
defaultValue: false
}, '1fr');
row.addCheckbox('irrevocableTrust', {
label: 'Irrevocable Trust (+$2,500-5,000)',
defaultValue: false
}, '1fr');
});
trustSection.addRow(row => {
row.addCheckbox('specialNeedsTrust', {
label: 'Special Needs Trust (+$2,000)',
defaultValue: false
}, '1fr');
row.addCheckbox('spendthriftTrust', {
label: 'Spendthrift Trust (+$1,500)',
defaultValue: false
}, '1fr');
});
trustSection.addRow(row => {
row.addCheckbox('estateTaxPlanning', {
label: 'Estate Tax Planning (+$1,000-3,000)',
defaultValue: false,
isVisible: () => {
const value = estateSection.dropdown('estateValue')?.value();
return ['3m-5m', 'over-5m'].includes(value || '');
}
}, '1fr');
row.addCheckbox('assetProtection', {
label: 'Asset Protection Planning (+$1,500)',
defaultValue: false
}, '1fr');
});
// Service Options Section
const serviceSection = form.addSubform('service', { title: '⚙️ Service Options' });
serviceSection.addRow(row => {
row.addDropdown('urgency', {
label: 'Timeline',
options: [
{ id: 'standard', name: 'Standard (2-3 weeks)' },
{ id: 'expedited', name: 'Expedited (1 week) (+25%)' },
{ id: 'rush', name: 'Rush (2-3 days) (+50%)' }
],
defaultValue: 'standard',
isRequired: true
}, '1fr');
row.addCheckbox('witnessNotary', {
label: 'Witness & Notary Services (+$75)',
defaultValue: true
}, '1fr');
});
serviceSection.addRow(row => {
row.addCheckbox('fundingGuidance', {
label: 'Trust Funding Guidance (+$300)',
defaultValue: false,
isVisible: () => {
return (trustSection.checkbox('revocableTrust')?.value() ||
trustSection.checkbox('irrevocableTrust')?.value()) ?? false;
}
}, '1fr');
row.addCheckbox('annualReview', {
label: 'Annual Review Service (+$200/year)',
defaultValue: false
}, '1fr');
});
form.addSpacer({ height: 20, showLine: true, lineStyle: 'dashed' });
// Summary Section
const summarySection = form.addSubform('summary', { title: '💰 Cost Estimate', isCollapsible: false });
summarySection.addRow(row => {
row.addPriceDisplay('willFee', {
label: 'Will Preparation',
computedValue: () => {
const type = willSection.dropdown('type')?.value() || 'standard-single';
const estateValue = estateSection.dropdown('estateValue')?.value() || '500k-1m';
let fee = willTypes[type]?.baseFee ?? 0;
// Estate value adjustment
const valueMultipliers: Record<string, number> = {
'under-500k': 1.0, '500k-1m': 1.0, '1m-3m': 1.1,
'3m-5m': 1.15, 'over-5m': 1.3
};
fee *= valueMultipliers[estateValue] || 1.0;
return Math.round(fee);
},
variant: 'default'
}, '1fr');
row.addPriceDisplay('estateFee', {
label: 'Estate Provisions',
computedValue: () => {
let total = 0;
const beneficiaries = estateSection.dropdown('beneficiaries')?.value() || '3-5';
if (beneficiaries === '6-10') total += 200;
if (beneficiaries === '10+') total += 400;
if (estateSection.checkbox('minorChildren')?.value()) total += 200;
if (estateSection.checkbox('specialNeeds')?.value()) total += 500;
if (estateSection.checkbox('blendedFamily')?.value()) total += 350;
if (estateSection.checkbox('charityBequest')?.value()) total += 150;
return total;
},
variant: 'default',
prefix: '+'
}, '1fr');
});
summarySection.addRow(row => {
row.addPriceDisplay('documentsFee', {
label: 'Additional Documents',
computedValue: () => {
let total = 0;
if (documentsSection.checkbox('livingWill')?.value()) total += 150;
if (documentsSection.checkbox('healthcarePoa')?.value()) total += 150;
if (documentsSection.checkbox('financialPoa')?.value()) total += 200;
if (documentsSection.checkbox('hipaaAuth')?.value()) total += 50;
if (documentsSection.checkbox('digitalAssets')?.value()) total += 100;
if (documentsSection.checkbox('petTrust')?.value()) total += 300;
return total;
},
variant: 'default',
prefix: '+'
}, '1fr');
row.addPriceDisplay('trustFee', {
label: 'Trust Planning',
computedValue: () => {
let total = 0;
if (trustSection.checkbox('revocableTrust')?.value()) total += 2000;
if (trustSection.checkbox('irrevocableTrust')?.value()) total += 3500;
if (trustSection.checkbox('specialNeedsTrust')?.value()) total += 2000;
if (trustSection.checkbox('spendthriftTrust')?.value()) total += 1500;
if (trustSection.checkbox('estateTaxPlanning')?.value()) total += 2000;
if (trustSection.checkbox('assetProtection')?.value()) total += 1500;
return total;
},
variant: 'default',
prefix: '+'
}, '1fr');
});
summarySection.addRow(row => {
row.addPriceDisplay('serviceFee', {
label: 'Services & Urgency',
computedValue: () => {
const type = willSection.dropdown('type')?.value() || 'standard-single';
const urgency = serviceSection.dropdown('urgency')?.value() || 'standard';
const baseFee = willTypes[type]?.baseFee ?? 0;
let total = 0;
// Urgency
const urgencyMultipliers: Record<string, number> = {
'standard': 0, 'expedited': 0.25, 'rush': 0.50
};
total += baseFee * (urgencyMultipliers[urgency] || 0);
// Services
if (serviceSection.checkbox('witnessNotary')?.value()) total += 75;
if (serviceSection.checkbox('fundingGuidance')?.value()) total += 300;
if (serviceSection.checkbox('annualReview')?.value()) total += 200;
return Math.round(total);
},
variant: 'default',
prefix: '+'
});
});
const finalSection = form.addSubform('final', {
title: '🧾 Total Estimate',
isCollapsible: false,
sticky: 'bottom'
});
finalSection.addRow(row => {
row.addPriceDisplay('totalFee', {
label: 'Estimated Total',
computedValue: () => {
const type = willSection.dropdown('type')?.value() || 'standard-single';
const estateValue = estateSection.dropdown('estateValue')?.value() || '500k-1m';
const beneficiaries = estateSection.dropdown('beneficiaries')?.value() || '3-5';
const urgency = serviceSection.dropdown('urgency')?.value() || 'standard';
// Base will fee
let total = willTypes[type]?.baseFee ?? 0;
// Estate value multiplier
const valueMultipliers: Record<string, number> = {
'under-500k': 1.0, '500k-1m': 1.0, '1m-3m': 1.1,
'3m-5m': 1.15, 'over-5m': 1.3
};
total *= valueMultipliers[estateValue] || 1.0;
// Beneficiaries
if (beneficiaries === '6-10') total += 200;
if (beneficiaries === '10+') total += 400;
// Estate provisions
if (estateSection.checkbox('minorChildren')?.value()) total += 200;
if (estateSection.checkbox('specialNeeds')?.value()) total += 500;
if (estateSection.checkbox('blendedFamily')?.value()) total += 350;
if (estateSection.checkbox('charityBequest')?.value()) total += 150;
// Documents
if (documentsSection.checkbox('livingWill')?.value()) total += 150;
if (documentsSection.checkbox('healthcarePoa')?.value()) total += 150;
if (documentsSection.checkbox('financialPoa')?.value()) total += 200;
if (documentsSection.checkbox('hipaaAuth')?.value()) total += 50;
if (documentsSection.checkbox('digitalAssets')?.value()) total += 100;
if (documentsSection.checkbox('petTrust')?.value()) total += 300;
// Trusts
if (trustSection.checkbox('revocableTrust')?.value()) total += 2000;
if (trustSection.checkbox('irrevocableTrust')?.value()) total += 3500;
if (trustSection.checkbox('specialNeedsTrust')?.value()) total += 2000;
if (trustSection.checkbox('spendthriftTrust')?.value()) total += 1500;
if (trustSection.checkbox('estateTaxPlanning')?.value()) total += 2000;
if (trustSection.checkbox('assetProtection')?.value()) total += 1500;
// Urgency
const urgencyMultipliers: Record<string, number> = {
'standard': 1.0, 'expedited': 1.25, 'rush': 1.50
};
total *= urgencyMultipliers[urgency] || 1.0;
// Services
if (serviceSection.checkbox('witnessNotary')?.value()) total += 75;
if (serviceSection.checkbox('fundingGuidance')?.value()) total += 300;
if (serviceSection.checkbox('annualReview')?.value()) total += 200;
return Math.round(total);
},
variant: 'large'
});
});
finalSection.addRow(row => {
row.addTextPanel('packageNote', {
computedValue: () => {
const type = willSection.dropdown('type')?.value() || 'standard-single';
if (type.includes('couple')) {
return 'Price includes wills for both spouses';
}
return 'Individual estate planning package';
},
customStyles: { 'font-size': '0.9rem', 'color': '#059669', 'text-align': 'center' }
});
});
finalSection.addRow(row => {
row.addTextPanel('disclaimer', {
computedValue: () => 'This estimate is for planning purposes. Actual fees depend on estate complexity and specific requirements. A consultation will determine the optimal estate planning strategy for your situation.',
customStyles: { 'font-size': '0.8rem', 'color': '#64748b', 'font-style': 'italic' }
});
});
form.configureSubmitButton({
label: 'Schedule Estate Planning Consultation'
});
}
Frequently Asked Questions
Do I need a trust or just a will?
A will is sufficient for many people. Trusts offer benefits like avoiding probate, privacy, and control over distributions. They're particularly valuable for larger estates, blended families, or those with specific distribution wishes. Your attorney can advise based on your situation.
What's included in an estate planning package?
Our packages typically include: Last Will & Testament, Durable Power of Attorney (financial), Healthcare Power of Attorney, Living Will/Advance Directive, and HIPAA Authorization. Trusts and additional documents are priced separately.
How often should I update my will?
Review your estate plan every 3-5 years or after major life events: marriage, divorce, birth of children, significant asset changes, or moving to a new state. Our annual review service helps ensure your documents stay current.
What happens if I die without a will?
Without a will (intestate), state law determines how your assets are distributed, which may not match your wishes. The court appoints an administrator, the process takes longer, and costs more. Having a will ensures your wishes are followed.