At the end of every Life and Legacy Planning Session®, we present three complete estate-planning options — side-by-side, with flat fees in writing. You pick the one that fits. We design from there. (These three options apply only to estate planning — probate, guardianship, and business-advisor work are scoped separately.)
Most estate-planning firms quote a single number. That number is the firm's recommendation — and you either accept it or walk. There's no way to see what you'd get for less, and no way to see what more would look like.
We do it differently. After your two-hour Life and Legacy Planning Session®, we present three complete plans — the Family Plan, the Trust Plan, and the Wealth Plan. Each is a full, self-contained estate plan. Each is good legal work — but the right one depends on you.
You see all three. You ask questions. You take the summary home. You decide.
Three complete estate-planning options you'll see, side-by-side, at the end of your Life and Legacy Planning Session®. Final fees are set in writing based on your situation — never quoted on the web or by phone.
Doesn't have assets that would go through probate upon death, but who wants to guarantee minor children are well cared for no matter what, healthcare wishes are turned into directives, and loved ones can access assets through a durable power of attorney in the event of incapacity.
Wants the total assurance and peace of mind of knowing your family would stay out of court and out of conflict, in the event of death or incapacity — and wants assets transferred to heirs with the most ease and convenience possible, in the privacy of our office, without court involvement. May also opt to protect a beneficiary's inheritance from lawsuits, spouses, and estate taxes.
Wants the total assurance and peace of mind of the Trust Plan and the comfort of knowing all asset transfers have been taken care of by our office — so nothing is left out or lost because life got too busy. Appropriate for busy families who want the least personal effort and the greatest convenience and care.
Your flat fee is set in writing at the end of your Life and Legacy Planning Session®, based on your situation — never quoted on the web or by phone, and never billed by the hour.
Every document is paired with a one-page plain-English overview, written for your family — not for other lawyers. So the people who will use this plan can actually read it.
Before we close, we sit with you and the people who'll execute your plan — adult kids, a CPA, a financial advisor, your named trustee — and walk through what they need to know.
Every three years, no exceptions, we sit down again. Laws change, families grow, assets shift. The plan keeps up — at no additional charge. Included in every option.