LEGACY PLANNING FEES

How much will this cost?

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.

TRUST-BASED PLAN

$4,000 to $5,000+
  • Your Trust(s)
  • All Custom Trust-Based Plans Include:
  • Concierge Direct-to-You Services
  • All Communications
    (phone/text/email/web conference)
  • Pour-Over Will(s)
  • Advance Directive(s)/Living Will(s) + Five Wishes®
  • Financial Powers of Attorney
  • Healthcare Powers of Attorney
  • HIPAA Releases
  • Legacy Interview
  • Deliberate Family Planning
  • Family Meeting
  • Certificate of Trust
  • Deed Transfer to Trust
  • Trust Funding Instructions
    (done for you also available)
  • Plan Summary with Flowchart
  • Notary Services
  • Legacy Plan Binder
  • USB of All Files
  • Lifetime Secure Digital Document Storage
  • Add the Legacy Sustainment Plan ($1000/year)
FLAT RATE

3 things are guaranteed in this life: death, taxes, and you get what you pay for.

WILL-BASED PLAN

$1,500 to $2,500+
  • Your Will(s)
  • All Custom Will-Based Plans Include:
  • Concierge Direct-to-You Services
  • All Communications
    (phone/text/web conference/email)
  • Advance Directive(s)/Living Will(s) + Five Wishes®
  • Financial Powers of Attorney
  • Healthcare Powers of Attorney
  • HIPAA Releases
  • Notary Services
  • 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)
FLAT RATE

Legacy Planning involves two of the most important things in your life:
EVERYTHING YOU HAVE and EVERYONE YOU LOVE.

HAPPY CLIENTS

5/5