Choosing Your Estate Planning Experience
We have designed our estate planning process to ensure your family is cared for. Our fees are based on the complexity of your situation and the level of planning you desire. We offer flat-fee options so there are never any surprises.
The Family Wealth Planning Session
Every plan begins with a 2-hour Family Wealth Planning Session. This is where we look at everything you have and everyone you love, and guide you to choose the plan that is right for your family. We take a trauma-informed, family-centered approach to ensure you feel supported every step of the way.
The Family Protection Plan
$2,000 - $4,000
A comprehensive will-based or basic trust-based plan for individuals and young families primarily focused on guardian naming and basic asset protection.
The Core Focus:
Naming legal guardians for minor children, healthcare directives, powers of attorney, and ensuring your assets are titled correctly to stay out of court.
The Wealth & Harmony Plan
$4,000 - $6,000
A robust trust-based plan designed for families with diverse assets who want to ensure a smooth transition and avoid probate entirely.
The Core Focus:
Asset protection, probate avoidance, detailed guardianship instructions, and the creation of a family trust to manage and grow wealth for the next generation.
The Legacy Plan
$6,000+
Our most comprehensive plan, tailored for families with significant assets, complex dynamics, or those wanting to include philanthropic goals.
The Core Focus:
Advanced tax planning, multi-generational protection, family mission statements, and legacy letters to pass on your values along with your wealth.
Medicare Asset Protection & Crisis Planning
$8,000+
Specialized planning for long-term care, Medicare/Medicaid qualification, and asset protection strategies for those in or near a care crisis.
The Core Focus:
Asset protection trusts, long-term care eligibility planning, crisis intervention legal support, and shielding the family home and life savings.