fbpx
(801) 610-9529 [email protected]

Estate Planning Pricing

Our estate planning packages provide varying levels of planning protection, based to your personal goals and needs

There are three levels of planning with our estate planning attorneys. When you meet with one of our attorneys for an Estate Planning Session, you will pick the plan and the price that you think is best for you and your family.

Will Plan

Will Based Plan
$750
  • 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
Schedule Now

Trust Plan

(most popular)
$1,500
  • 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
Schedule Now

Wealth Plan

Trust Based Plan
$2,500
  • 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
Schedule Now
* All plans include the General Estate Planning Documents
  • 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
$250
  • 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
Get Started

Trust Plan

Trust Based Plan
$500
  • 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
Get Started
At Vault Estate Planning, we like to keep things SIMPLE, UNDERSTANDABLE, and PREDICTABLE. We also believe that pricing should be REASONABLE and AFFORDABLE. 

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.

 

Common Questions
Rave Reviews
What's the difference in price for the Wealth Plan?
The wealth plan is $5,500 to $7,500. The spread in price depends on different options you choose for asset protection for spouse and children.
What's the difference in price for the Trust Plan?
The Trust Plan is $3,500 to $5,500. The spread in price depends on different options you choose for asset protection for spouse and children.
If I do a DIY Plan, Can I Upgrade to a Personal Family Lawyer Plan?
Yes, you can. The amount you paid toward your DIY plan will be deducted from your Personal Family Lawyer Estate Plan.
What's the difference in price for the Family Plan?
The family plan is $1,500 to $3,500. The spread in price depends on different options you choose for asset protection for spouse and children. For example, you could have a testamentary trust created by your will.
Peter Jay with Vault Estate Planning helped us gain the peace of mind that come from knowing that our children will be cared for by the individuals we have chosen and designated. He was flexible with our busy schedules and made time to explain and educate us so that we could make the best decision for our personal situation. Peter also followed up with us to make sure all our needs were taken care of. C. Beck

Vault Estate Planning and Peter Jay help simplify a rather complex process of creating a trust for our family. Knowing my children will be well look after if anything happens to I and or my wife brings me great peace of mind. He took time out his nights and weekend to ensure nothing was overlooked while helping to setup the plans. He even went out of his way to refile forms with the county court. We greatly appreciate all the time, effort and caring Peter put forth. I would highly recommend Vault Estate Planning to help anyone with their estate planning needs. Ted B.

Share This