Pricing

How our pricing works . . .

Since we offer personalized estate planning, our pricing will vary depending on the options that you need or choose.  During the initial meeting with our team, we’ll help you decide what option is right for you. To give you an idea of what to expect

Will Based Planning: starts at $2,500 – $3,000

An estate plan based around a Last will and Testament generally starts at $2,500 – $3,000 and includes planning for how you want your assets distributed as well as how you want your assets protected if you become incapacitated.  A will-based plan includes:

  • Basic Will 
  • Enforceable Power of Attorney Advance Directive for Healthcare
  • HIPAA Release 
  • Personal Property Memorandum

Living Trust Legacy Plan: starts at $5,500 – $6,000

An estate plan based on a Living Trust generally starts at $5,500 – $6,000.  A Living Trust provides your family with a lockbox of protection, avoiding probate, reducing estate taxes, and securing your assets during your lifetime and for generations to come.  A Living Trust Legacy Plan includes:

  • Revocable Living Trust 
  • Certificate of Trust 
  • Trust Funding Instructions
  • Pour-Over Wills 
  • Enforceable Powers of Attorney
  • Advance Directives for Health Care 
  • HIPAA Releases 
  • Personal Property Memoranda

 


Asset Protection Planning or Long-Term Care Planning: starts at $15,000 – $40,000

Asset protection planning and long-term care planning is a specialized type of estate planning and generally starts at $15,000 – $40,000.  An asset protection plan or long-term care plan is generally more customized, but typically includes:

  • Asset Protection Trust
  • Revocable Living Trust
  • Trust Funding Instructions and assistance
  • Enforceable Powers of Attorney
  • Advance Directives for Healthcare
  • HIPAA Releases
  • Personal Property Memoranda
  • Asset Protection Trusts for Beneficiaries

Probate: starts at $4,000 – $5,000

Probate representation generally starts at $4,000 – $5,000.  Probate matters vary greatly and the pricing is determined based on the specifics of your situation.


Trust Administration: starts at $1,500-$2,000

Trust administration services are based on the specifics of the trust we will be  administering.  Pricing starts at $1,500 – $2,000.

If you're looking for peace of mind, we're ready to help.

The peace of mind that comes from comprehensive and customized estate planning that accurately reflects your wishes and safeguards your legacy and your family is worth it.

You never know what life holds in store for you.  The best time to get a plan in place is right now.

Ready to get started?

The Comprehensive Legacy Checklist

27 Red Flags in Estate Planning You Can't Afford to Ignore: Get Our Expert Checklist!

Ensure your estate is fully prepared for any eventuality with The Comprehensive Legacy Checklist. This essential tool is designed to help you and your family face the future with confidence, covering all critical areas from asset protection to healthcare decisions. Whether you’re setting up a plan for the first time or updating an existing one, this checklist highlights potential vulnerabilities and ensures nothing is overlooked.