
The Cost of an Estate Plan
What you’re really investing in — and why the right plan is about more than price.
Why Cost Matters
It’s natural to ask, “How much will an estate plan cost?” — and it’s a smart question. But there’s no one-size-fits-all answer because every family’s situation is unique.
Estate planning isn’t just about documents — it’s about protecting your family, your legacy, and your peace of mind. And the real cost isn’t what you pay today — it’s what your family avoids paying later because they’re prepared.
Why Price Alone Isn’t the Right Way to Shop
Shopping for the lowest fee can feel tempting, but it’s often the fastest route to an incomplete or ineffective plan. Too many families end up with attractive binders containing stacks of documents — only to discover, too late, that those documents don’t truly protect their loved ones.
What matters most isn’t the cheapest option — it’s the right one. A plan that actually works when it’s needed.
Our Approach to Pricing
We’ve intentionally structured our pricing at the intersection of affordability and effectiveness — designed to give you value, clarity, and confidence.
Every plan begins with a Life & Legacy Planning Session — a meaningful, educational meeting that helps you:
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Inventory everything you own
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Clarify what you want for the people you love
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Understand exactly what would happen to your assets and family without a plan
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Compare options based on outcomes — not just price
That level of clarity changes the conversation — and the result.
You Choose What Works for Your Family
After we walk through your goals, we’ll show you the planning options that fit your needs. Then — and this is key — you choose the fee based on your budget and priorities.
There truly is no one-size-fits-all choice, and we’ll help you make an informed, educated decision — not just a cost-based one.



