Estate & Lifetime Planning

Ensure your wishes are known to your family and give them the comfort that your estate is planned.

Our aim is to give you more than just papers. We help you develop a plan that you understand and can confidently implement.

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Planning Packages

Depending on the client's goals and circumstances, a typical planning package includes wills and lifetime planning documents. Some planning strategies will also employ the use of trusts.

  •  Will

  •  Trusts

  •  General Power of Attorney

  •  Medical Power of Attorney

  • Advance Directive for Medical Treatment (Living Will)

  • HIPAA Authorization for Release of Medical Information

  • Statement of burial and ceremonial wishes

We also help people with a variety of other planning tools. And, for those with animals or pets in their lives, we can assist with planning for their care when you are unable to care for them, including developing pet trusts.

 

Our Process

  1. You and an attorney have a 10-20 minute free initial call to discuss what you are looking for, after which we will send you a planning worksheet. 

  2. Armed with the completed worksheet, we then meet together for a free 1-hour initial planning meeting where we discuss estate and lifetime planning, your goals, and start to map out a plan and its cost to complete.

  3. We get to work and develop your estate plan, collaborate with you, and counsel you on how it works as it all comes together. 

  4. We then coordinate the formal signing process and provide you with your completed plan!

How much does it cost?

A typical planning package depends on the nature and complexity of an individual's needs. Most non-trust planning packages generally range from $750 for an individual with a non-complex plan to $2400 for couples with dependents. 

Don't let nervousness about the subject matter or uncertainty about the process get in the way of doing what you know you need to do for your family. We are here to help and happy to talk. Click the "Schedule a call" button above. There is no cost to start the conversation!