LEGACY PLANNING FEES
How much will this cost?
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+
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Your Trust(s)
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All Custom Trust-Based Plans Include:
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Concierge Legal Service
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All Communications
(email, phone, text, web conference) -
Pour-Over Will
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Advance Directive/Living Will + Five Wishes®
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Financial Power of Attorney
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Healthcare Power of Attorney
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HIPAA Authorizations
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Legacy Interview
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Deliberate Family Planning
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Family Meeting
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Certificates of Trust
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Deed Transfer to Trust
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Trust Funding Instructions
(done for you also available) -
Plan Summary with Flowchart
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Notary Service
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Legacy Plan Binder
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USB of All Files
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Lifetime Secure Digital Document Storage
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Add Legacy Sustainment Plan™ ($1,000/year)
review all of your trust options
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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+
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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)
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Add a Testamentary Trust ($750-$1000)
Learn More
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FLAT RATE