Gain peace of mind about your
future with estate planning
Estate planning covers more than death — it also ensures your wishes are clear during a medical issue or disability. We know death and disability aren’t fun topics to think about, but having an estate plan is an incredible gift to your family because it allows them to focus on their grief and their memories instead of the legal stuff.
We firmly believe that everyone needs an estate plan, and we strive to make it as simple as possible with upfront pricing and a streamlined process.
Last Will & Testament
- Includes living will, durable power of attorney, healthcare power of attorney, and HIPAA release.
- Starting at $1200 for individuals and $1700 for joint
Last Will & Testament with Testamentary Trust
- Includes everything in the Last Will & Testament plus a trust with protections for minor children.
- Starting at $1700 for individual and $2200 for joint
Revocable Living Trust
- Full-scale estate plan with living will and medical documents plus pour-over will, transfer of primary residence to trust, transfer of business interests, and funding instructions.
- Starting at $3000 for individual and $3500 for joint
We help make a difficult topic easier to navigate.
Our Estate Planning Process
Schedule a Consultation
During the consultation, we’ll listen to your goals and concerns related to your estate plan and discuss the options available to meet those goals and diminish any concerns.
Complete Intake & Planning Process
After signing the engagement letter and paying a deposit, you’ll complete the intake form to provide all necessary details. We then design a comprehensive plan for your review.
Sign & Finalize for Peace of Mind
The final step is to meet in person to sign your plan with a notary and two witnesses. This step can happen as quickly as a few weeks after we receive the details.
