Estate Planning Services

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This plan is designed for individuals and families beginning their planning. This plan creates essential protections and ensures your wishes are clearly documented.

This plan includes:

• Last Will & Testament
• Durable Power of Attorney,
• Advanced Healthcare Directive
• Guardianship Nominations

Investment starting at $1,200.00 (Individual)

$1,800 (couples)

This plan is designed for families who want to protect their assets and simplify things for those they leave behind.

This plan includes:

• Revocable Living Trust
• Pour-Over Will
• Advanced Healthcare Directive
• Guardianship Nominations
• Funding Guidance
• Asset Summary & Organization

Investment starting at $2,800.00 (Individual)

$3,800.00 (couples)

This plan is designed for families seeking deeper planning and long-term peace of mind. This plan tackles more complex situations or for those who want additional guidance and ongoing support.

This plan includes:

• Everything in the Legacy Trust Plan
• Advanced planning provisions
• Select Asset Transfers (such as real property deeds)
• One-year plan review and update.

Investment starting at $4,800

While most clients benefit from a comprehensive plan, individual documents are available if you need to address a specific concern.

A La Carte Menu:

• Durable Power of Attorney: $350-$550
• Advance Healthcare Directive: $250 - $400
• Simple Will: $900 - $1,500
• Guardianship Nominations: $250 - $400
• Deed Transfers: $350 - $750