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+
  • 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)
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)
FLAT RATE

3 things are guaranteed in this life: death, taxes, and you get what you pay for.
Comprehensive Will-based planning is certainly better than no plan at all;
Trust-based planning is a bigger investment for a better outcome.

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