Pricing

Here's the thing about estate planning: it's not a one-size-fits-all situation. Some folks need a quick will and power of attorney. Others? They've got investment properties, blended families, and complicated wishes. We've built three packages that actually fit real life. No surprises. No hidden fees hidden in paragraph 47 of a contract.

Foundation

$1,200

Basic wills, powers of attorney, and healthcare directives. Perfect if your situation's straightforward and you just need the paperwork done right.

✓ Will preparation and review
✓ Power of attorney documents
✓ Healthcare directive
✓ One follow-up consultation included
✓ Digital document storage (2 years)

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Complete Estate Plan

$3,500

This is where most people land. We handle wills, trusts, powers of attorney, and actually sit down to talk through your specific situation. Your family's protected. You sleep better.

✓ Comprehensive will and trust documents
✓ Multiple powers of attorney (financial & healthcare)
✓ Beneficiary designation review
✓ Two in-depth planning sessions
✓ Estate tax planning consultation
✓ Digital vault with lifetime access
✓ Annual review reminder service

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Premium Legacy

Custom

You've built something significant. Multiple properties, business interests, complex family dynamics—or you just want white-glove service. We customize everything for your exact situation.

✓ Full estate strategy from scratch
✓ Business succession planning
✓ Trust structures tailored to tax efficiency
✓ Quarterly planning sessions (first year)
✓ Coordination with your accountant & lawyer
✓ Investment portfolio review for liquidity
✓ Unlimited revisions during planning phase

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Pricing FAQ

Do we charge extra if I need to update my plan later?

Nope. Foundation and Complete Estate clients get one annual review included at no charge. Premium Legacy clients get quarterly touchbases built in. After that, updates run between $300-$800 depending on complexity. Way cheaper than starting from scratch, and honestly, most people don't need major revisions that often.

What if my situation changes mid-year?

Life happens. Got divorced, had twins, bought a cabin? Call us. We'll figure out if your plan needs tweaking or if it's actually still solid as-is. There's no penalty for checking in. That's just what responsible planning looks like.

Are there payment plans available?

For Complete Estate Plan and Premium Legacy, we offer three equal installment options—due at signing, at document finalization, and 30 days after. Foundation is upfront, but it's only $1,200 anyway. We also accept direct deposit or credit card (small processing fee applies).

Why is Premium Legacy listed as 'Custom'?

Because premium really does vary wildly. Someone with significant corporate holdings might pay $6,000. Someone coordinating a blended family trust network with multiple properties might be $12,000+. We don't want to quote you wrong, so we chat first, understand your actual needs, then give you a real number. Honest pricing from the jump.

Need a Custom Solution?

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