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Legacy Planning Packages
Starting at $1,500 for individuals | $2,800 for married couples
Whether you’re seeking essential protections or a more comprehensive, hands-on planning experience, we offer flexible estate planning packages tailored to your life, your legacy, and your level of complexity.
For Individuals
Foundational Planning – Starting at $1,500
A streamlined plan for individuals with straightforward needs. Ideal if you want clear, legally valid documents that protect your wishes and minimize court involvement.
Includes:
Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Advance Healthcare Directive
HIPAA Authorization
Basic Notary Support
Enhanced Planning – Typically ranges from $2,000 to $2,800
Designed for individuals with more nuanced circumstances—such as significant assets, business ownership, or a desire for detailed distribution strategies.
Includes everything in Foundational Planning, plus:
Custom trust provisions (e.g., staged inheritances, asset protection)
Trust funding guidance for up to 3 assets
Asset alignment support
Attorney strategy session and fiduciary guidance
Post-signing checklist and coordination tips
For Married Couples
Joint Foundational Planning – Starting at $2,800
A core estate plan for married couples who wish to plan jointly, simplify probate avoidance, and protect each other and their loved ones.
Includes:
Joint Revocable Living Trust
Individual Pour-Over Wills
Financial & Medical Powers of Attorney for each spouse
HIPAA Authorizations
Basic Notary Support
Joint Enhanced Planning – Typically ranges from $3,500 to $4,500
Best suited for couples with blended families, real estate holdings, business interests, or tax considerations.
Includes everything in Joint Foundational Planning, plus:
Advanced trust design (e.g., lifetime protection, tax strategies)
Trust funding support for up to 6 assets
Beneficiary designation assistance
Ongoing post-signing support
Coordination tools for account alignment and follow-up
Note: All packages are customized. Final pricing depends on the complexity of your family structure, asset types, and planning goals. After your intake is reviewed, you’ll receive a recommended service level with a flat-fee quote.
Starting at $1,500 for individuals | $2,800 for married couples
Whether you’re seeking essential protections or a more comprehensive, hands-on planning experience, we offer flexible estate planning packages tailored to your life, your legacy, and your level of complexity.
For Individuals
Foundational Planning – Starting at $1,500
A streamlined plan for individuals with straightforward needs. Ideal if you want clear, legally valid documents that protect your wishes and minimize court involvement.
Includes:
Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Advance Healthcare Directive
HIPAA Authorization
Basic Notary Support
Enhanced Planning – Typically ranges from $2,000 to $2,800
Designed for individuals with more nuanced circumstances—such as significant assets, business ownership, or a desire for detailed distribution strategies.
Includes everything in Foundational Planning, plus:
Custom trust provisions (e.g., staged inheritances, asset protection)
Trust funding guidance for up to 3 assets
Asset alignment support
Attorney strategy session and fiduciary guidance
Post-signing checklist and coordination tips
For Married Couples
Joint Foundational Planning – Starting at $2,800
A core estate plan for married couples who wish to plan jointly, simplify probate avoidance, and protect each other and their loved ones.
Includes:
Joint Revocable Living Trust
Individual Pour-Over Wills
Financial & Medical Powers of Attorney for each spouse
HIPAA Authorizations
Basic Notary Support
Joint Enhanced Planning – Typically ranges from $3,500 to $4,500
Best suited for couples with blended families, real estate holdings, business interests, or tax considerations.
Includes everything in Joint Foundational Planning, plus:
Advanced trust design (e.g., lifetime protection, tax strategies)
Trust funding support for up to 6 assets
Beneficiary designation assistance
Ongoing post-signing support
Coordination tools for account alignment and follow-up
Note: All packages are customized. Final pricing depends on the complexity of your family structure, asset types, and planning goals. After your intake is reviewed, you’ll receive a recommended service level with a flat-fee quote.