LEGACY PLANNING FEES

How much will this cost?

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

$4,000 to $10,000+
  • All Flat Rate Custom Trust-Based Plans Include:
  • Concierge Legal Services
  • All Meetings & Communications
    (in-person, web conference, email, phone, text)
  • Base Trusts, Sub-Trusts, Specialty Trusts
  • Pour-Over Will
  • Advance Directive/Living Will + Five Wishes®
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • HIPAA Authorizations
  • Certificates of Trust
  • Assignment of Personal Property to Trust
  • Personal Property Distribution Memorandum
  • Deed Transfer to Trust
  • Plan Summary with Flowchart
  • Trust Funding Instructions
    (done for you funding also available)
  • Legacy Interview
  • Deliberate Family Planning
  • Family Meetings
  • Legacy Plan Binder Organizing All Documents
  • Binder Delivery Meeting and Document Walk-Through
  • USB Containing PDFs of All Executed Documents
  • Lifetime Secure Digital Document Storage
  • Notary Service
  • Add Legacy Sustainment Plan™ ($1,000/year)
FLAT RATE

Trust-based planning may seem expensive in the short term, but the long-term financial savings, personal and family legal protection, and peace of mind that it provides are of immeasurably high value.

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

WILL-BASED PLAN

$1,500 to $2,500+
  • All Custom Will-Based Plans Include:
  • Last Will & Testament
  • Concierge Legal Services
  • All Meetings & Communications
    (in-person, web conference, email, phone, text)
  • Advance Directive/Living Will + Five Wishes®
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • HIPAA Authorizations
  • Estate Plan Binder Organizing All Documents
  • USB Containing PDFs of All Executed Files
  • Lifetime Secure Digital Document Storage
  • Notary Service
  • Add a Change of Deed to Tenanants by the Entirety ($500)
  • Add a Testamentary Trust ($750-$1000+)
FLAT RATE