LEGACY PLANNING FEES
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+
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Your Trust(s)
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All Custom Trust-Based Plans Include:
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Concierge Direct-to-You Services
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All Communications
(phone/text/email/web conference) -
Pour-Over Will(s)
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Advance Directive(s)/Living Will(s) + Five Wishes®
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Financial Powers of Attorney
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Healthcare Powers of Attorney
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HIPAA Releases
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Legacy Interview
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Deliberate Family Planning
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Family Meeting
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Certificate 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 Services
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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 the Legacy Sustainment Plan ($1000/year)
review all of your trust options
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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+
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Your Will(s)
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All Custom Will-Based Plans Include:
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Concierge Direct-to-You Services
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All Communications
(phone/text/web conference/email) -
Advance Directive(s)/Living Will(s) + Five Wishes®
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Financial Powers of Attorney
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Healthcare Powers of Attorney
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HIPAA Releases
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Notary Services
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Estate Plan Binder
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USB of All Files
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Lifetime Secure Digital Document Storage
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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
Legacy Planning involves two of the most important things in your life:
EVERYTHING YOU HAVE and EVERYONE YOU LOVE.
HAPPY CLIENTS
5/5
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