We assist our clients in setting up estate plans that will work for their specific needs and goals. Whether it be a will-based plan or a trust-based plan, or just a children's protection plan. These plans will allow you to have peace of mind, knowing that your children are protected, that you will also be protected in the event of incapacity or death and that your assets will be passed on as you wish.
Our process begins with a Lifetime and Legacy Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth.
Generally, our fees for a married couple with kids who is focused on keeping the family out of court range between $2,000 up to $8,000 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets.
We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Lifetime and Legacy Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.
There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.