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

$3,000 to $6,000+
  • Your Trust(s)
  • ALL Custom Trust-Based Plans Include:
  • In-Person Concierge Services (I come to you)
  • ALL Communications (phone/text/web conference/email)
  • Pour-Over Will(s)
  • Advanced Directive(s)/Living Will(s) + Five Wishes®
  • Financial Powers of Attorney
  • Healthcare Powers of Attorney
  • HIPAA Releases
  • Dependent Stability Plan (if you have dependents)
  • Legacy Interview
  • Family Meeting
  • Plan Summary and Flowchart
  • Certificate of Trust
  • Trust Funding Instructions (done for you also available)
  • Notary Services
  • Legacy Plan Binder
  • USB of All Files
  • Secure Digital Document Storage
  • Free Consultation with Successor Trustee at Time of Death
  • Add a Change of Deed (with title search) - $750
  • Add a Legacy Sustainment Plan - $500/year
FLAT RATE

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

WILL-BASED PLAN

$1,500 to $3,000
  • Your Will(s)
  • ALL Custom Will-Based Plans Include:
  • In-Person Concierge Services (I come to you)
  • ALL Communications (phone/text/web/email)
  • Advanced Directive(s)/Living Will(s) + Five Wishes®
  • Financial Powers of Attorney
  • Healthcare Powers of Attorney
  • HIPAA Releases
  • Notary Services
  • Estate Plan Folder
  • USB of All Files
  • Secure Digital Document Storage
  • Add a Change of Deed (with title search) - $750
  • Add a Testamentary Trust - $750
FLAT RATE

One thing is life will always remain true: you get what you pay for.

HAPPY CLIENTS

5/5
  • Worked with Carina for "horse stuff" - think contracts, etc. She's very responsive, and makes the process easy and transparent.

    Chase Rowan Avatar
    Chase R.

    Carina has been such a pleasure to work with as we have built and honed our training/boarding business. She is very detail oriented, kind and easy to work with. She has first hand experience in the horse industry which gives her great insight. I have found her suggestions and observations to be very helpful.

    Olivia LaGoy-Weltz Avatar
    Olivia L.

    Carina is an exceptional counselor. We share a professional relationship but she also assisted me with my own military med board claim and counseled me throughout. Her input was invaluable. I would have missed many things without her experience and expertise. She is responsive and professional as well. I highly recommend Carina.

    Jason Morton Avatar
    Jason M.
  • Carina's firm has been integral to understanding the complexities of operating an elite-level boarding and training facility. She has consistently come forward with advice, commentary, and well-cited case law that helps us navigate the complexities of a professional facility. Carina is a rarity in the legal profession both formal and reasonable at the same time she has helped us navigate the grey areas of equestrian operations with confidence, addressing risk and simultaneously minimizing overhead.

    Eliot Danner Avatar
    Eliot D.

    Carina worked tirelessly to ensure my plan was exactly how I wanted it to be for my blended family. If 2020 has shown us nothing else, it's that we don't know what the future will bring and I needed to make sure my children were taken care of personally and financially. Carina made sure of that!

    Frank Tedeschi Avatar
    Frank T.

    Carina has specialized knowledge of the equine industry and has provided me invaluable personal and professional advice. I highly recommend her to any equestrian professional seeking legal guidance. She was an instrumental part of my initial business setup. She carefully prepared my liability release forms and boarding, training, sales, and shipping contracts. Now she's working with me on horse syndication. Her expertise and diligence give me such peace of mind. With her support, I was able to focus on the many other aspects of my new endeavor.

    Lisa Hellmer Avatar
    Lisa H.
  • Carina took wonderful care of me. I had an estate plan already in place, but when COVID-19 hit, I got worried that it wasn't up-to-date—and it WASN'T. Carina dedicated plenty of time to go over my changes and built me a new, comprehensive estate plan, including my will, trusts, powers of attorney, HIPAA releases, etc. Her attention to detail is incredible. She made sure to protect me from every eventuality to ensure my estate is left to my loved ones exactly the way I want it to be.

    Susan Norman Avatar
    Susan N.
202-599-5960