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Estate Planning Packages
Our thoughtful estate planning packages provide varying levels of protection, suited to your unique needs and goals. Each plan provides peace of mind knowing we are here to guide you during life & care for your family later.
Family Plan
$500 - $1500
For the Family Who …
Doesn’t have assets that would have to go through the court process called probate but do want to guarantee their minor children are well cared for no matter what, AND their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
Trust Plan
$3000 - $5000
For the Family Who …
Wants the total assurance and peace of mind knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in privacy and without court involvement.
The Trust Plan keeps your loved one’s out of Court, all of your affairs totally private & ensures your family can turn to us when necessary. It includes everything in the Family Plan AND a Revocable Living Trust.
Wealth Plan
$5000 - $7000
For the Family Who …
Wants total assurance and peace of mind of the Trust Plan AND also comfort of knowing that assets transfers have been taken care of by our office.
Includes all components of the Trust Plan PLUS we analyze how each of your assets it titled and handle all asset transfers for you.
We can work with you on payment plans if desired.