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
Ideal for individuals with straightforward assets and goals. Includes:
Enhanced Planning – Typically ranges from $2,000 to $2,800
Ideal for individuals with straightforward assets and goals. Includes:
For Married Couples
Joint Foundational Planning – Starting at $2,800 (simple), $3,500+ (advanced)
Depending on your needs, we offer both joint trusts and separate trusts with coordinated planning. Each spouse’s goals, rights, and roles are respected.
Joint or separate revocable living trusts
Individual wills, powers of attorney, and healthcare directives
HIPAA authorizations
Optional lifetime protection, tax planning, or family business planning
Trust funding support (up to 6 assets)
Final pricing is determined after your design meeting, based on the nature of your estate, family structure, and planning preferences. You’ll receive a clear, customized flat-fee quote with no surprises.
Please note: Prices listed above reflect standard ranges. Legacy planning is personal. Discounted pricing may be extended on a case-by-case basis and is not guaranteed.
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
Ideal for individuals with straightforward assets and goals. Includes:
Enhanced Planning – Typically ranges from $2,000 to $2,800
Ideal for individuals with straightforward assets and goals. Includes:
For Married Couples
Joint Foundational Planning – Starting at $2,800 (simple), $3,500+ (advanced)
Depending on your needs, we offer both joint trusts and separate trusts with coordinated planning. Each spouse’s goals, rights, and roles are respected.
Joint or separate revocable living trusts
Individual wills, powers of attorney, and healthcare directives
HIPAA authorizations
Optional lifetime protection, tax planning, or family business planning
Trust funding support (up to 6 assets)
Final pricing is determined after your design meeting, based on the nature of your estate, family structure, and planning preferences. You’ll receive a clear, customized flat-fee quote with no surprises.
Please note: Prices listed above reflect standard ranges. Legacy planning is personal. Discounted pricing may be extended on a case-by-case basis and is not guaranteed.
Image 1 of 1
