"It's your life. It's your legacy," means YOU choose the plan that is right for you. We see our job as an advisor, to educate and inform our clients on the options and be honest about the pros and cons of the tools available, so you can trust that you are getting a comprehensive plan that meets your needs.
Estate & Legacy Planning Services
The
Planning
Process
Get Started on Your
Estate & Legacy Plan
We design your Plan to meet your needs of today, but some tools are more effective depending on where you are in life. To make it easier, we have developed simplified packages that we adjust based on our client's goals.
Foundational Plans for Everyone
Regardless of your age or circumstance, it is always a good time to take inventory of your life. We will focus on your foundations, prepare you for the unexpected, and set you up to make it easier to grow your Plan as your life circumstances change.
Base fees range from:
$650 - $1,800
Plans for Families with Children Under 18
Kids under age 18 do not have legal capacity to manage property. These Plans focus on identifying who will care for young children and how their inheritance will be managed until they are old enough to receive it.
Base fees range from:
$1,100 - $2,400
Wealth Protection and Tax Planning
You worked hard and built wealth, so now is the time to start considering what will happen to it all when you die. We will build a Plan to simplify post-death transfers and minimize potential tax consequences while providing for your loved ones.
Base fees range from:
$2,800 - $4,000
Post-Retirement Decluttering
Now is the time to solidify your legacy. Let's create a Plan that cuts out the excess, expresses your values, is easier to implement, and puts you on a path to be remembered how you want to be remembered.
Base fees range from:
$650 - $1,800
We use flat fees for our Estate & Legacy Planning Service. After our initial consultation, we will create a quote based on the information you share with us. This fee will cover all tasks related to the creation, execution, and coordination of your Plan, as outlined in our engagement agreement.
The advertised base fees have been calculated to address common needs for the purpose of giving prospective clients a sense of cost for our services. We will use our base fees as a starting point, but your quoted fee will be customized to your needs.
Some factors that can impact your fee:
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Planning for Pets
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Blended Families
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Cabin Succession Planning
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Vacation Homes
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Business Succession
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Special Needs Planning
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Charitable Giving
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NFA-Compliant Gun Trusts
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Rental Properties
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Tax Planning
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Complex Asset Coordination
About our fees...