Estate Plans
Comprehensive Plans at
Transparent Prices
Choose the plan that fits your family's needs. Every package provides lasting protection.
Essential Estate Plan
Individuals and families seeking foundational estate protection.
$1,295
Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Healthcare Directive / Living Will
Trust Funding Guide
Certificate of Trust
Most Popular
Comprehensive Protection
Families with significant assets or complex financial situations.
$2,495
Everything in Essential
Asset Protection Consultation
Beneficiary Designation Review
Beneficiary Planning Strategy
Annual Review Reminder
Comprehensive Estate Binder
Legacy Wealth Plan
Business owners, entrepreneurs, and high-net-worth families.
Custom
Everything in Comprehensive
Business Ownership Planning
Generational Wealth Strategy
Multi-Entity Structuring
Tax-Efficient Transfer Planning
Ongoing Advisory Support
Add-Ons
Enhance Your Plan
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Let Us Help You Choose
Schedule a complimentary consultation and we'll recommend the right plan.