Effective Estate Planning At Affordable and Transparent Pricing
Options designed to fit your needs and budget
An Investment in Your Family's Future
As you consider estate planning, you're likely wondering about costs. We believe in complete transparency, which is why we've designed three clear pricing tiers based on your specific needs.
We don't believe in one-size-fits-all solutions or hidden fees. Our approach puts you in control by allowing you to choose the level of service that works best for your family and budget.
All of our plans are designed with one goal in mind: creating an estate plan that actually works when your family needs it most.
Why Quality Matters in Estate Planning
The true cost of an estate plan isn't what you pay today—it's what your family pays later if your plan fails.
Don't believe us?
The Problem
Most estate plans fail. Even expensive plans from prestigious firms often don't achieve what clients intended. This happens not because lawyers write poor documents, but because life changes over time and plans aren't maintained.
The Risk
Choosing the lowest cost option, like online forms or an attorney who quotes prices without proper discovery, virtually guarantees your plan will fail when your family needs it most. The consequences can be costly probate proceedings, family conflicts, and lost assets.
Our Solution
We build plans that actually work. We're not the cheapest option (nor necessarily the most expensive). Instead, we offer tiered pricing based on your needs, comprehensive education, and ongoing support to ensure your plan remains effective.
Choose the Right Plan for Your Family
We put you in control of what you pay by offering three comprehensive programs, each with options for further customization based on your specific needs. Not sure which is right for you? We provide a no-obligation education session called the Life and Legacy Planning Session to help you decide.
Will-Based Plan
Ideal For:
- Families with minor children who need guardianship provisions
- Individuals concerned about healthcare decision-making
- Those with straightforward assets who want essential protection
This Plan Includes:
- Last Will and Testament
- Healthcare Power of Attorney and Living Will
- General Durable Power of Attorney
- HIPAA Authorizations
- Kids Protection Plan (if applicable)
- May include post-death trust planning
Trust Plan
Ideal For:
- Real estate owners seeking to avoid probate
- Those wanting privacy in wealth transfer
- Families willing to implement their plan with guidance
This Plan Includes:
- Revocable Living Trust
- Pour-Over Will
- All Core Documents (POAs, Healthcare Directives)
- Asset Transfer Guidance
- Optional Beneficiary Protection Provisions
- Kids Protection Plan (if applicable)
Wealth Plan
Ideal For:
- Busy professionals with complex assets
- Those wanting maximum convenience
- Families seeking complete professional support
This Plan Includes:
- All Trust Plan Components
- Complete Asset Transfer Service
- Family Wealth Inventory
- Preparation of All Transfer Documents
- Beneficiary Designation Updates
- Premium Support and Guidance
Always Documents Package
If you aren't ready to dive all the way into estate planning yet, you might consider our Always Documents package. We credit the cost of this package toward your full estate planning package once you're ready to do that work.
$600
Essential documents included in EVERY plan
- Healthcare Power of Attorney
- Living Will (if desired)
- HIPAA Authorizations
- General Durable Power of Attorney
While you may have existing versions of these documents, we review them to ensure they are current and align with your wishes. We only create new versions if needed.
Why These Documents Matter
These four essential documents form the foundation of every estate plan we create. I call them the "Always Documents" because I firmly believe every adult should have them in place.
Without these crucial documents, your family might face expensive and stressful court proceedings to gain the authority to help you when you need it most.
The "Always Documents" aren't just paperwork - they're peace of mind for you and your loved ones.
Optional Add-On Services
Enhanced Protection
- Lifetime Asset Protection Trust for beneficiaries: $1,000
- Concierge Asset Transfer Service: $500-$1,000 (based on asset complexity)
- Advanced Tax Planning Provisions: Custom pricing based on needs
- Special Needs Planning: Custom pricing based on complexity
Review Services
- Comprehensive 90-point review: $200
- Available for all clients
- Includes plan update recommendations
- Opportunity for service upgrades
- Three-year review: Complimentary
- Brief questions/updates: No charge
Rush Services
- Available for Always Documents, Simple Wills, and Kids Protection Plans only: $500 (single) / $750 (married)
- 48-72 hour turnaround
- Not available for full estate plans
Regular service timeline: 3-4 weeks from engagement to signing
Special Situations
Some family situations require specialized planning approaches. We have extensive experience with:
Blended Families
Ensuring all children are protected while honoring current relationships
Business Owners
Succession planning and business continuation strategies
High Net Worth
Advanced tax planning and wealth preservation
Special Needs
Planning that preserves benefits eligibility while providing support
These situations typically require specialized consultation. Contact us to discuss your specific needs.
The Personal Family Lawyer Promise
Planning That Works
We create plans that keep your family out of court and out of conflict while protecting everything you care about from predators and the government - keeping it all in your chosen family's hands.
Our 3-Meeting Process
Our structured approach ensures your plan actually gets completed. Far too many estate plans end up unfinished, unsigned, or out-of-date. We've designed our process to overcome procrastination and neglect.
Transparent Flat Fees
You'll never be surprised by an unexpected invoice. All of our fees are flat fees, agreed to in advance, based on your choices, with no surprises, ensuring we stay on the same side of the table every step of the way.
Relationship-Based Planning
Every Life & Legacy Plan is unique, driven by your personal relationships, family dynamics, assets, risk factors, and budget. We map out the most likely scenarios for you and plan for each as life changes.
3-Year Review Process
We ensure your plan stays up to date as your life changes. Our review process is designed to maintain the effectiveness of your plan over time, unlike traditional estate planning that often goes stale.
Why This Matters
Planning is something you do for the people you love. By the time those people need the planning you did (or didn't do), you'll either be unable to make decisions for yourself or have passed on. Our approach is about cleaning up the mess you'll leave behind for the people you love, before they have to deal with it themselves.
Ready to Secure Your Family's Future?
Schedule your free Life and Legacy Planning Session today to discuss which plan is right for you.
