Estate Planning Pricing
Our estate planning packages provide varying levels of planning protection, based to your personal goals and needs
Will Plan
Will Based Plan- General Estate Planning Documents*
- Avoid conflict
- Avoid Probate
- Revocable Living Trust
- Trust Funding Instructions
- Certificate of Trust
- Declaration of Trust
- Estate Planning Counseling
- Legal Advice and Support from Attorney
- Financial Planning Inventory
- Free Estate Plan Review Every 3 years
- Asset Protection Strategies
- Tax Avoidance Strategies
- Funding Performed by Attorney
Trust Plan
(most popular)- General Estate Planning Documents*
- Avoid conflict
- Avoid Probate
- Revocable Living Trust
- Trust Funding Instructions
- Certificate of Trust
- Declaration of Trust
- Estate Planning Counseling
- Legal Advice and Support from Attorney
- Financial Planning Inventory
- Free Estate Plan Review Every 3 years
- Asset Protection Strategies
- Tax Avoidance Strategies
- Funding by attorney
Wealth Plan
Trust Based Plan- General Estate Planning Documents*
- Avoid conflict
- Avoid Probate
- Revocable Living Trust
- Trust Funding Instructions
- Certificate of Trust
- Declaration of Trust
- Estate Planning Counseling
- Legal Advice and Support from Estate Planning Attoreny
- Financial Planning Inventory
- Free Estate Plan Review Every 3 years
- Asset Protection Strategies
- Tax Avoidance Strategies
- Funding Performed by Attorney
- Last Will and Testament
- General Powers of Attorney
- HIPPA Waivers
- Health Care Directives
- Final Disposition – Burial Instructions
- Assignment of Personal Property
- Transfer Documents
- Kids Protection Plan
- Guardianship
- Summary of Estate Plan
Do It Yourself Estate Plan Pricing
If you have a simple estate and all you want are documents, and you don’t want to work with lawyer, we have a Do It Yourself estate planning option as well. With our software, you can create your own estate plan.
Family Plan
Will Based Plan- General Estate Planning Documents*
- Avoid conflict
- Avoid Probate
- Revocable Living Trust
- Trust Funding Instructions
- Certificate of Trust
- Declaration of Trust
- Family Wealth Planning Session
- Legal Advice and Support from Personal Family Lawyer
- Wealth Planning Inventory
- Free Estate Plan Review Every 3 years
- Asset Protection Strategies
- Tax Avoidance Strategies
- Funding Performed by Attorney
Trust Plan
Trust Based Plan- General Estate Planning Documents*
- Avoid conflict
- Avoid Probate
- Revocable Living Trust
- Trust Funding Instructions
- Certificate of Trust
- Declaration of Trust
- Family Wealth Planning Session
- Legal Advice and Support from Personal Family Lawyer
- Wealth Planning Inventory
- Free Estate Plan Review Every 3 years
- Asset Protection Strategies
- Tax Avoidance Strategies
- Funding by attorney
Based on those principles, we have
- NO BILLABLE HOURS
- NO SURPRISES OR HIDDEN FEES
- FLAT RATE PRICES
We have two options to set up your family’s Estate Plan:
1) Attorney Prepared
You can work with one of our Personal Family Lawyers to make sure your plan is set up correctly for your family’s unique situation and needs.
2) Do It Yourself
If you want to save money, have a simple estate plan, and do not want to work with a lawyer, you can use our software to do it yourself.
How It Works
We will schedule a Estate Planning Consultation with you or you can watch a consultation online. You can schedule more sessions as needed – remember, we don’t bill by the hour. You educate us on you family dynamics, needs, desires, wealth, and we educate you on the law and the different options available for your estate plan. Then, YOU pick the plan and the price you want to pay. It’s that simple!
What is included in a Flat Rate estate plan?
The Flat Rate Estate Plan includes developing your estate planning strategy, preparing the estate planning documents, signing and notarizing the documents, transferring physical, digital, and other assets into your estate plan.
How You Pay Us
You will pay 50% up front and 50% at the time of signing your estate planning documents. Cash, checks, or debit/credit cards are acceptable.
Different Levels of Planning
There are different levels of planning for estate plans. You can do a will based plan or a trust based plan.
- Documents Included in a Trust Based Estate Plan
- Documents Included in a Will Based Estate Plan