Estate Plans
The process is fairly straightforward
- Consultation: Schedule a free consultation to learn more about the estate planning process. (15-20 minutes)
- Questionnaire: Complete an intake questionnaire to share information prior to attending a design meeting.
- Design Meeting: Attend a design meeting to discuss your specific goals and wishes. This meeting can be via zoom or in person. ( +/- 75 minutes)
- Signing Ceremony: Attend the signing ceremony to sign and notarize your estate plan documents. (+/- 75 minutes)
*Consultations scheduled with deposits will take priority, secure the consultation and the deposit will be applied to the overall price of the plan.
Classic Plan
$500 Deposit
*(plan starts at $1,500)
For the family or individual who wants to ensure their assets go where they want, to guarantee their minor children and loved ones are taken care of and out of conflict, and wishes to appoint individuals to make medical and financial decisions on their behalf when they are unable to act.
Your Plan Includes:
- Last Will and Testament
- Healthcare Directives & Powers of Attorney
- HIPAA Release
- Guardianship Provisions for Minor Children
- Inventory of Assets
- Letters to Important People
*This plan may include a Revocable Trust for more asset protection.
Personal Family Plan
$500 Deposit
*(plan starts at $3,500)
For the family or individual who wants the assurance and peace of mind of knowing their family wealth will be passed on to their children or heirs with the most ease and convenience possible, without court involvement or the unnecessary delays and expenses of a lengthy and public probate process. This is also for those who want lifetime incapacity protection, maintenance of privacy, and the reduction of the financial burdens on their families following their death.
Your Plan Includes everything in the Classic plan plus:
- Revocable Living Trust
- Lifetime Incapacity Protection
- Pet Trust(s)
We will prepare the deed transferring your home into the trust. Additional asset transfers (trust funding) may be handled by you with guidance from us, or we can handle them for your peace of mind for an additional fee.
Legacy Protection Plan
$500 Deposit
*(plan starts at $4,500)
For the family or individual who needs sophisticated tools for more complex distribution plans and to plan for the transfer of business interests or real estate, protection from creditors, creation of additional trusts such as standalone retirement trust, irrevocable life insurance trusts, asset protection trusts, or special needs trust.
Your Plan Includes everything in the Family plan plus:
- Family Asset Protection Trust
- Legacy & Creditor Protection Planning
This plan provides asset protection for generations to come to ensure your beneficiaries are cared for and protected with peace of mind.