How We Help

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How much does it cost?

 

There is no one-size-fits all approach to estate planning. We offer a tailor made plan specifically for your situation and your needs. Our plans range from $3,000 for a basic plan up to $7,750 on the high end for an extensive plan that will protect your assets and ensure they are out of court and out of your state’s department of unclaimed property for you and your loved ones. 

 

After a discussion with me, you will be able to select the plan that best fits your current situation and needs. Book a free consultation with me when you are ready to discuss your estate planning needs and we will find the plan that is right for you and your loved ones.

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Three Year Review Plan

 

For all our clients, we offer the ability to review your plan annually for three years to ensure that as your life changes, your estate plan is meeting the needs of you and your loved ones.

 

Additional Services Included in Our Subscription

 

With our VIP subscription plan, clients get an annual review of their estate plan with unlimited updates to existing documents, one new amendment (such as a new trust or guardianship document), and an annual review of your asset list.