LEGACY PLANNING FEES
Legacy Planning is an investment in yourself and your loved ones.
If done correctly, it takes care of the two most important things in your life:
EVERYTHING YOU OWN and EVERYONE YOU LOVE.
TRUST-BASED PLAN
$5,000 to $10,000+
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All Flat Rate Custom Trust-Based Plans Include:
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Concierge Legal Services
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All Meetings & Communications
(in-person, web conference, email, phone, text) -
Base Trust (optional add-on Sub-Trusts and Specialty Trusts)
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Pour-Over Will
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Plan Summary with Flowchart
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Advance Directive/Living Will + Five Wishes®
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General Durable (Financial) Power of Attorney
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Healthcare Power of Attorney
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HIPAA Authorizations
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Certificates of Trust
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Assignment of Personal Property to Trust
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Personal Property Distribution Memorandum
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Deed Transfer to Trust (optional)
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Trust Funding Instructions
(done for you funding also available) -
Legacy Plan Binder Organizing All Documents
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USB Containing PDFs of All Executed Documents
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Binder Delivery Meeting and Document Walk-Through
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Family Meeting
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Lifetime Secure Digital Document Storage
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Notary Service
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Legacy Sustainment Plan™ (opportunity $1,000/year)
review all of your trust options
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FLAT RATE
