Our Services
At our firm, we don’t just give you a stack of expensive documents that you’ll stick in a drawer and never look at again. Clients who choose to work with us get a detailed meeting where we ask the questions that make your plan really work with your current situation, and we offer free evaluations every 1 to 3 years, depending on what level of service you choose. So your plan continues to work for you and your loved ones for your lifetime. With us, you’ll choose your own fee, really understand the outcome your documents will give you, and have the support to follow through with your plan. That’s what makes us different. Book a Free 15-Minute Consultation Call to find out more.
Basic Will Plan
Starting at $1,500 for singles, $2,500 for couples
Not every situation requires creation of a trust. Once you understand what the outcome of a Will plan looks like, we can put together a plan to keep your family protected, provided for, and out of conflict.
This plan includes not just a Will, but also Power of Attorney, a Healthcare Proxy, a HIPAA Authorization, a Living Will, and a Child Protection Plan. These documents offer protection, not just for your passing, but for your lifetime, including incapacity to make sure your wishes are known and followed.
Customized Revocable Living Trust Plan
Starting at $4,500 for couples
We encourage certain folks to consider the added protection of a trust: families with minor children, blended families, families with special needs, high net worth families, and those who want added asset protection against their beneficiaries’ creditors, divorce, and bankruptcy. We help you craft an airtight plan tailor-made for your family dynamics and financial needs.
A trust plan gives you all the documents you get from the Basic Will Plan, and adds the trust or trusts you need to accomplish your estate planning goals. This plan, when properly executed, also keeps your loved ones out of court, gives families flexibility to allow for estate tax planning, and allows you to pass along, not just your assets, but your values.
Executive Legacy Membership
Starting at $1,000/year
While all our plans include a free review of your plan and your situation every three years, a membership gives you an annual review, discounted plan revision prices, whole family meetings so everyone can be informed and on board with your plan. We love working with clients comprehensively for their lifetimes, keeping their planning current. This is how you lock-in the outcomes your want for your lifetime as it evolves.
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