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Explore our range of services designed to help you move forward with peace and confidence, at whatever stage of life you are right now, for wherever your future takes you.
Will Plans
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Revocable Trust Plans
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Family Protection Plan
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Asset Protection Plan
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Powers of Attorney
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Will Plans ✳︎ Revocable Trust Plans ✳︎ Family Protection Plan ✳︎ Asset Protection Plan ✳︎ Powers of Attorney ✳︎
Designed to be paired with a simple Will, this package includes:
Durable Power of Attorney (for finances)
Medical Power of Attorney
Directive to Physicians (“living will”)
Guardianship in Advance of Need
Agent to Control Disposition of Remains
Notary Services (In Office)
Digital Document Storage
Price is for individual Client.
Price for Couples is $1,950.00.
Our most popular trust planning package, the Family Protection Trust Package includes all of the documents and services of the Essentials and Revocable Living Trust Packages, plus important additional protections for you and your loved ones:
Enhanced Revocable Living Trust provisions, including:
Disability Panel for your protection
Disability Instructions for you (and your spouse, if you are married)
Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you
Personal Protection Trusts, proprietary provisions to protect your children and grandchildren from losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control
Protections for one spouse’s share of assets in the event surviving spouse remarries
Flexibility to protect beneficiaries during disability with Special Needs Trust
Trust Protector and other options designed to ensure your rules are carried out by people you trust
Enhanced Funding Tools (including sample letters, beneficiary designations)
Requires purchase of Essentials Package.
Price is for Individual Client.
Couples price is $5,450.00.
Plan includes the services and documents in the Essentials Package, plus:
Last Will and Testament
Counsel on probate avoidance via proper use of beneficiary designations, survivorship accounts, transfer on death and similar arrangements
Counsel on planning for cost of long-term care and Medicaid options
Plan requires purchase of Essentials Package.
Price is for Individual Client.
Couples price is $1,450.00
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This package includes all of the benefits of the Essentials Package and the Enhanced Revocable Trust Package, and adds the following asset protection and tax planning features:
Irrevocable Asset Protection Trust
Certification of Asset Protection Trust
Selection of assets to be held in irrevocable trust
Lifetime review program
Requires purchase of the Essential Package.
Price is for Individual Client.
Price for couple is $8,000.00.
In addition to the Essentials Package, this package includes the following documents and services:
Revocable Living Trust
Certification of Trust
Pour-Over Will(s)
Assignment of Personal Property to Trust
Deed transferring homestead to Trust
Funding Chart to assist in fully funding Trust
Estate Planning Binder
Requires purchase of Essentials Package
Price is for Individual Client.
Couples price is $4,300.00.
Most
Popular
2026
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