Once you schedule a consultation with us we send you in intake packet that asks about your family, your wishes, and your assets. We then take that information and prepare for your meeting. The consultation itself is a 2-hour meeting. At the end of the meeting you will know what currently will happen if you were to die today. From there, we develop a plan to give life to your actual wishes. 

If you decide to engage our services, we will schedule a meeting for 4-weeks later. I will begin creating all the documents your estate plan needs and will come to your house with two witnesses. The signing meeting takes about an hour to complete, sometimes less. At this stage your estate plan is legally enforceable. 

If you chose a Trust Based plan, you will have a little homework to complete but I will give you everything you need to properly fund your trust.

After the signing ceremony, I take the documents back to my office and digitize all your documents. I will then deliver your signed estate plan back to you within the week. 

To help make the billing process easy, we have created three plans to choose from. 

All the plans are flat-fee, so you will not be charged hourly or worry about any surprise fees. 

Also, all plans are comprehensive and include a Will, Financial Power of Attorney, Medical Power of Attorney, Living Will, HIPAA Release, Short-Term and Long-Term Guardian Nominations, Fiduciary Letters, Successor Trustee Guide, diagram of your estate plan, and a listing of your assets so it is easy for your family to find what you own. 

These packages provide everything you need so you can rest easily knowing your family is taken care of.

Prices can range anywhere from $800 for a very simple Will-based plan all the way up to $4,500 if you want a complex Trust that has asset protection for your Spouse/Partner and for any children. 

Most people fall within the $2,500-$3,500 range.