The Package

$6000

The Package is the ideal choice to comprehensively secure your family’s future. 

The Package covers the estate planning needs of most families with 10 million or less of net worth through a Trust-based estate plan. Includes Trust and all related documents as well as two meetings, one to discuss needs and objectives and one to execute documents. The Package includes Pour-Over Wills, Powers of Attorney, and Healthcare Directives. Price is quoted for a couple. Additional Trusts may be added to the Package for $1500 per Trust.

The Individual Package

$4500

The Individual Package covers the estate planning needs of most individuals with 5 million or less of net worth through a Trust-based estate plan. Includes Trust and all related documents as well as two meetings, one to discuss needs and objectives and one to execute documents. The Individual Package includes Pour-Over Will, Power of Attorney, and Healthcare Directive.

Will Package

$2500

The Will Package includes a will-based estate plan. Includes Wills, Powers of Attorney, and Health Care Directives as well as two meetings, one to discuss needs and objectives and one to execute the document. Price is quoted for a couple.

Individual Will Package

$1500

The Individual Will Package includes a will-based estate plan. Includes Will, Power of Attorney, and Health Care Directive as well as two meetings, one to discuss needs and objectives and one to execute the Will.

Extra Meeting

$500

Having trouble making some of these tough decisions?  Need another meeting with Kristen?  No problem.

College Care Package

$500

The College Care Package includes a Power of Attorney and Advance Directive for Health Care for college age students. Read our most recent blog post to learn more about why this is important!