Connect & Discover
After you’ve decided we’re the best fit for you and you’re ready to move forward, you dive in by completing your questionnaire form and scheduling your consultation.
Wait, don’t scroll down yet. If you’re here, you’re ready to do something, whether that be get a will, trust, or a power of attorney.
We think beyond the immediate need here.
You’ve likely been through some level of frustration already because you left your family for a moment and returned to a disaster. They were left scrambling because no one expected you to be that sick or gone for that long. The exasperated feeling you felt that caused you to take another look at what could happen to your family when the worst happens, and you weren’t there to fix it – that’s what we’re here to help with.
We provide estate planning services not just documents.
We’re here to help you worry less. The cost of a piece of paper is finite, the value in not leaving chaos for your family to muddle through is priceless. No matter where you’re coming from, we’re here to equip you with the information and services you need to protect the people you love should you die or become incapacitated. We’re here to help you plan an act of compassion.
The Estate Planning Process
Estate Planning Packages
Every estate plan comes with the following incapacity documents: Medical Power of Attorney, Financial Power of Attorney, Advance Directive to Physicians (Living Will), HIPAA Release, and a Declaration of Guardian in Event of Subsequent Incapacity.
Fundamental Will
$1350 Individual
$1690 Couple
The Fundamental Will Package is a will-based estate plan.
It is for the individual or couple leaving assets outright and free of trust. Outright means their share will be distributed into their name now with no further strings attached.
Two meetings are included with each package: a virtual Document Review meeting and an in-person Document Execution meeting.
Fundamental Will Plus
$1750 Individual
$2190 Couple
The Fundamental Will Plus Package is a will-based estate plan.
It is for the individual or couple who needs testamentary trusts to address additional conditions for their unique family situation. They may want to leave assets to minor children. Their family may be a blended family. They may want to leave assets to individuals who are not minors but can’t receive assets outright and free of trust. They may have a complex distribution plan, have special instructions, or want to make charitable bequests.
Two meetings are included with each package: a virtual Document Review meeting and an in-person Document Execution meeting.
Living & Legacy Trust
Individual: Starting at $2850+
Couple: Starting at $5000+
The Life & Legacy Trust Package is a trust-based estate plan.
It is a thorough plan for the individual or couple with estates of up to $10 million whose goals, financial or otherwise, fit the need for a revocable trust which may include leaving wealth to future generations, or lifetime management of assets in the event of incapacity. In addition to the standard documents included with every plan, this package includes a pour-over will and related trust documents.
Two meetings are included with each package: a virtual Document Review meeting and an in-person Document Execution meeting.
The package fees quoted for the Life & Legacy Trust Package are minimums and the total fee will depend on the complexities of your situation and the amount of trust funding. You will be provided with a more accurate fee during your consultation.
Probate & Estate Administration Services
When a loved one dies, with or without a will, you may need to manage their affairs by moving their money or selling their home. We will help you navigate uncontested matters through the probate process and the filing of inventory during the administration of the estate.