Foundational
(Non-Complex) Estate Plan
$1,000 Single or $1,400 Family

Last Will and Testament

Two Attorney Meetings

Medical Power of Attorney

Financial Power of Attorney

Health Care Directive

Burial Instructions

Notarization of Documents

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Concierge
Last Will and Testament Plan
Starting at $1,500 +

Includes Foundational Plan

Two Attorney Meetings

Asset Analysis & Inventory

HIPAA Waiver

Dementia Directive

Document Scanning and USB Storage

Contact with Your Power of Attorney Agents

Family Meeting (to review plan)

Legacy Interview

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Concierge
Living Trust Plan
Starting at $3,500 +

Includes Last Will and Testament Plan

Update All Beneficiary Designations

Revocable Living Trust

Deed Recording of Primary Residence

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Will Plans

$ 1,500-2,000
  • Last Will and Testament
  • Meet with an Attorney
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Healthcare Directive
  • Burial Instructions
  • Personal Property Memorandum
  • Notarization of Documents
  • Document Scanning
  • Contact with your power of attorney agents
  • Family Meeting
  • Legacy Interview
  • Asset Worksheet
Get Started

Living Trust Plans

$ 4,000+
  • Includes all offerings in the Will Plan, plus
  • Two Attorney Meetings
  • Asset Analysis and Inventory
  • Assignments of property and assets to your living trust
  • Certificate and Affidavit of Trust
  • Trust funding and beneficiary assistance
  • Update the deed to primary residence
Get Started