THREE LEVELS OF
Three Levels of Estate Planning for Your Varying Needs
Estate planning with us is not "one-size-fits-all."
We offer 3 levels of planning to suit your varying needs.
From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth.
We’ve got you covered.
Generally, our fees for a married couple with kids with modest assets not concerned with the probate court process upon death, begin at $3,500.
More extensive plans that provide significant asset protection after death plus maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process are also available.
If you need affordable monthly payments, we give you the ability to finance the investment in your family with a buy now, pay later option through ClientCredit. Applying is quick and easy.
It is our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you will get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.
We’ve priced estate planning for you at the intersection of affordability and effectiveness.
When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.
There truly is no one-size-fits-all choice.
We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
We believe in personalized service for each and every client.
Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
Your Estate Planning Attorney for Life
We represent families throughout varying stages of life:
traditional two-parent families or single parents wishing to provide for and protect their children and themselves;
unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
blended families negotiating the challenges of creating new relationships with varying expectations;
families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
high net worth families seeking strategies for minimizing estate and income taxes;
family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
Ensure Your Estate Plan Is Current
We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees.
Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
We often serve the whole family and multiple generations of the same family.
Become part of our client family, and feel how much we care.