HOW MUCH DOES AN ESTATE PLAN COST?
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Our comprehensive estate planning services include the complete creation of your plan. We always use flat fees to ensure there are no unexpected costs at the end.
The exact fee you will pay depends on the plan you choose during your first Life & Legacy Planning Session®. This fee will be agreed upon during your first session. One-half is due when you begin, and the remaining balance is due when your plan is completed.
Every client relationship begins with our exclusive Life & Legacy Planning Session® — a personalized experience designed to help you gain clarity, become more financially organized, and make confident decisions with the guidance of expert attorneys.
Your estate plan is created not only to protect the people you love most, but also to help ensure your hard-earned assets remain in the hands of your family and are not unintentionally lost to the State Department of Unclaimed Property due to a lack of planning.
LEVEL 1
THE FAMILY PLAN
For the Family Who...
Does not have assets that would go through the court process called probate upon death, but who do want to guarantee their minor children are well cared for and their healthcare wishes are turned into directives. Their loved ones can access their assets using a durable power of attorney if they become incapacitated.
Your Family Plan…
Includes your Will, Healthcare Directives, and Powers of Attorney so you know you are well taken care of if anything happens. It also includes the Kids Protection Plan® to ensure your children are always raised by the people you want and never taken out of the home by authorities.
It may include a post-death trust plan to protect your assets for the people you love.
We’ve got your family covered.
Family Plan Begins at $3,000
LEVEL 2
THE TRUST PLAN
For the Family Who...
Wants the total assurance and peace of mind knowing your family would stay out of court and conflict, in the event of your death or incapacity. And wants to ensure assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.
Under this plan, you may also opt to protect your beneficiary’s inheritance from lawsuits, spouses, and estate taxes.
Your Trust Plan…
Keeps your loved ones out of court, all your affairs totally private and ensures your family can turn to us when necessary.
All asset transfers will be handled by you, with unlimited guidance and support from us. A Kids Protection Plan® will be included if you have minor children.
Trust Plan Begins at $5,000
LEVEL 3
THE WEALTH PLAN
For the Family Who...
Wants total assurance that the Trust plan offers and also all the comfort of knowing that assets transfers have been taken care of by our office, so nothing is left out or lost.
This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
Your Wealth Plan…
Includes all components of the Trust Plan, plus we analyze how each of your assets are titled and handle all asset transfers for you to guarantee your plan works for your family.
We prepare Family Wealth inventory and complete all bank, brokerage, insurance, and retirement account documents to transfer titles and change beneficiaries.
Wealth Plan Begins at $8,000
We encourage you to take the next step
Book Your Life & Legacy Planning Session®:
Begin by scheduling your Life & Legacy Planning Session® using the booking link provided below. This personalized estate planning process will provide you with the knowledge, clarity, and guidance needed to honor your wishes, protect yourself and your loved ones, and safeguard your family’s future with confidence.
After scheduling, you will promptly receive an email with a list of the documents and information you will need to complete and bring with you to your meeting. Please look for our email.
If you have any questions or would prefer to schedule by phone, please do not hesitate to contact our office.
We are happy to assist you. 360-539-3388.