ESTATE PLANS. DESIGNED FOR YOU.
Services & Pricing
We believe in providing fair and transparent pricing, which is why we use flat-fees for all of our services. Our clients love that they know exactly how much their estate planning will cost and don’t have to worry about any surprises or hidden costs.
<<< The amount of the flat fee ultimately depends on the complexity of your estate >>>
Wills.
A Will-Based Estate Plan includes customized and state-specific documents to name guardians for your children, catalog your assets, and outline what should happen in a medical emergency. Your family and loved ones are taken care of when things are handled the way you want.
Trusts.
Trusts are a perfect complement to a well drafted will. Trusts can be a powerful tool to help you accomplish a wide range of goals during your lifetime and long after. We create trusts that allow your affairs to be managed during your lifetime as well as upon your passing, protect your property, save on estate taxes, and help you avoid probate. Trust documents can be tailored to create trusts that are just right for you.
Advanced Estate Planning Considerations.
Irrevocable Life Insurance Trusts
Grantor Retained Annuity Trusts
Charitable Remainder Trusts
Special Needs Trusts
Private Foundations
Pricing Structure.
We recognize that our clients are unique and love that each has different backgrounds, life circumstances, and aspirations. Estate planning is not one-size-fits-all! Once we are familiar with your situation and your estate planning goals, we will identify the components of the estate plan right for you. We will explain which documents we think best serve your situation and why. Each service is priced at a flat fee and may be added or removed from your package. The amount of the flat fee ultimately depends on the complexity of your estate and your estate planning goals.
An estate planning package will consist of one or more of the following:
Will
Trust
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
HIPAA Authorization
Advanced Estate Planning Considerations
We recognize that our clients are unique and love that each has different backgrounds, life circumstances, and aspirations. That is why we offer customized and tailored estate planning for each and every client.