LEGACY PLANNING FEES
Legacy Planning is an investment in yourself and your loved ones.
It comprises two of the most important things in your life:
EVERYTHING YOU OWN and EVERYONE YOU LOVE.
CLR Law, PLLC splits planning fees into 2 payments:
1/2 due at the start
1/2 due after we've completed your plan's Draft Review Meeting
TRUST-BASED PLAN
$4,000 to $5,000+
-
Your Trust(s)
-
All Custom Trust-Based Plans Include:
-
Concierge Legal Service
-
All Communications
(email, phone, text, web conference) -
Pour-Over Will
-
Advance Directive/Living Will + Five Wishes®
-
Financial Power of Attorney
-
Healthcare Power of Attorney
-
HIPAA Authorizations
-
Legacy Interview
-
Deliberate Family Planning
-
Family Meeting
-
Certificates of Trust
-
Deed Transfer to Trust
-
Trust Funding Instructions
(done for you also available) -
Plan Summary with Flowchart
-
Notary Service
-
Legacy Plan Binder
-
USB of All Files
-
Lifetime Secure Digital Document Storage
-
Add Legacy Sustainment Plan™ ($1,000/year)
review all of your trust options
This is text element
FLAT RATE
Legacy Planning may seem expensive in the short term, but it is of extremely high value in its long-term savings and the peace of mind that it provides.
CLR Law, PLLC splits planning fees into 2 payments:
1/2 due at the start
1/2 due after we've completed your plan's Draft Review Meeting
WILL-BASED PLAN
$1,500 to $2,500+
-
Your Will
-
All Custom Will-Based Plans Include:
-
Concierge Legal Service
-
All Communications
(email, phone, text, web conference) -
Advance Directive/Living Will + Five Wishes®
-
Financial Power of Attorney
-
Healthcare Power of Attorney
-
HIPAA Authorizations
-
Notary Service
-
Estate Plan Binder
-
USB of All Files
-
Lifetime Secure Digital Document Storage
-
Add a Change of Deed to Tenanants by the Entirety ($500)
-
Add a Testamentary Trust ($750-$1000)
Learn More
This is text element
FLAT RATE
