Essentials Plan (Will-Based Plan)
Ideal for: Individuals or couples with modest assets, no minor children, and no need for
a trust.

Included:
✅ Last Will and Testament – Ensures your property is distributed according to
your wishes.
✅ Durable Power of Attorney (Financial) – Appoints someone you trust to
handle finances if you are incapacitated.
✅ Advance Health Care Directive – Names someone to make medical
decisions on your behalf if you are unable to.

✅ HIPAA Authorization – Grants loved ones access to medical records when
needed.
✅ Nomination of Guardian for Minor Children (if applicable) – Legally
designates your choice of guardian.
✅ Asset Inventory Worksheet – Helps you organize your assets to simplify the
process for your family.
✅ Family Care Meeting (Optional) – A guided meeting to explain your plan to
family or chosen agents.
 

Price: $1,000

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Trust Plan (Revocable Living Trust-Based Plan)

Ideal for: Homeowners, families with over $166,250 in assets, or those seeking to avoid
probate and ensure privacy.

Everything in the Essentials Plan, PLUS:

✅ Revocable Living Trust – Avoids probate, keeps your affairs private, and
    allows for smooth management if you are incapacitated.
✅ Pour-Over Will – A safety net that ensures any missed assets still get placed
    into the trust.
✅ Basic Trust Funding Assistance – We guide you in transferring title of your
    real estate and bank accounts to the trust.
✅ Schedule of Trust Assets – Document showing what’s owned by your trust.
✅ Certification of Trust – Proves trust ownership to financial institutions without
    revealing personal details.
✅ Digital Estate Planning Addendum – Allows you to name someone to
    access and manage your digital life (email, social media, etc.).
✅ One-on-One Signing Appointment – We walk you through every document
    to ensure it’s done right.
✅ Custom Estate Planning Binder – Organized, tabbed hard copy of your full
    plan.

Price: $2,500

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Legacy or Lifetime Plan (Comprehensive Planning for Families and Complex Estates)

Ideal for: Families with minor children, high-net-worth individuals, blended families, or
those who want a maintained, fully aligned plan over time.

Everything in the Trust Plan, PLUS:

✅ Minor’s Protection Plan – Ensures your children are raised by the people
    you choose, and provides access to funds without court intervention.

✅ Trust Maintenance Program (1st Year Included) – Annual review, unlimited
    updates, and funding check-ins to keep your plan current with life and law changes.
✅ Comprehensive Trust Funding – We’ll help contact your financial institutions
    and transfer assets into the trust, including:
    Bank accounts
    Real estate
    Life insurance
    Retirement accounts (beneficiary designation reviews)
✅ Legacy Interview Recording – A guided video session where you share your
    values, stories, and life lessons with loved ones.
✅ Special Needs Trust Planning (if applicable) – Protects benefits for family
    members with disabilities.
✅ Business Succession Guidance (if applicable) – Initial strategy session for
    business-owning clients.
✅ Free Notarization and Witness Coordination – We provide the full signing
    setup at no extra cost.
 

Price: $5,000​​​​​

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