Estate Planning
Our Services
We value our clients, whatever their financial situation. That’s why we offer transparent services and flat fee pricing with all of our Estate Plans.
Which Estate Plan is Right for You?
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Take the Estate Plan Questionnaire
Find your personalized estate plan with our expert-designed questionnaire. Enjoy a $100 discount when you retain us through this path.
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Schedule Now
If you would rather walk through the questionnaire with one of our experts, click the following link to schedule a 15-minute consultation.
Estate Plans and Prices
Married With Children Trust Packages: $1,699-2,999
All plans transfer assets to your chosen beneficiaries and provide management for minors
Choice of 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier packages add business assignment and tax-saving provisions
Married Without Children Will Packages: $675-895
Directs your assets to spouse and up to 3–10 individuals or charities
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors in select plans
Not Married With Children Trust Packages: $1,699-2,399
Leave assets to children first, then chosen beneficiaries
Appoint 1–4 trusted people to manage your estate
Includes real estate deed transfer(s) and trust provisions for minors; higher-tier packages add business assignment
Married Without Children Trust Packages: $1,799-2,699
Leave assets to your spouse and up to 3–10 individuals or charities
Appoint 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier packages add business assignment and tax-saving provisions
Married With Children Will Packages: $625-949
Directs your assets to your spouse, children, or chosen beneficiaries
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors in all plans
Not Married Without Children Trust Packages: $1,999-2,300
Leave assets to 3–10 individuals or charities
Appoint 1–4 trusted people to manage your estate
Includes real estate deed transfer(s); higher-tier package adds trust provisions for minors
Not Married With Children Will Packages: $549-825
Leave assets to your children, then to 3–10 chosen beneficiaries
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors
Not Married Without Children Will Packages: $725-899
Leave assets to 3–10 individuals or charities
Appoint 1–4 trusted people to administer your estate
Includes trust provisions for minors in the higher-tier package
Add-ons
Irrevocable Life Insurance Trust: $2,499
Supplemental Needs Trust: $1,599-$2,599
* Deed Transfers: $250 each
* Additional deed transfers are only available to individuals who selected a Custom Trust Package. Any transfers beyond the two included in the package will incur a fee of $250 each.Contact us
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