Estate Planning Services & Pricing | Estate Planning Solutions
Services & Pricing

Everything your estate plan needs, organized around one clear strategy.

Start with a complimentary review. We’ll identify the documents and planning steps that fit your family, assets, and goals.

Core planning areas

Built to cover the decisions that matter most.

⌂

Living Trust

Organize eligible assets and provide instructions for management and distribution.

✎

Will

Document key wishes, including directions for probate assets and other important nominations.

⚖

Power of Attorney

Authorize a trusted person to act for you in designated financial or legal matters if needed.

♡

Healthcare Directive

State healthcare preferences and identify who can make medical decisions if you cannot.

Transparent pricing

A complete package without mystery fees.

The current website advertises the Complete Estate Planning Package at a one-time price of $997.

Instead of forcing visitors to call just to learn the price, this page makes the offer easy to evaluate, and then directs qualified prospects into a free review before they buy.

Complete Estate Planning Package
$997

One-time payment

  • Customized Revocable Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • Healthcare Directive / Living Will
  • Trust funding instructions
  • Attorney review and support*
Book My Free Review First
Before documents are created

Your plan starts with a full-picture review.

  • Existing wills, trusts, and powers of attorney
  • Home and other real estate
  • Bank, investment, retirement, and insurance accounts
  • Beneficiary designations
  • Marriage, divorce, children, grandchildren, and dependents
  • Who you trust to make financial and healthcare decisions

Not sure what you need?

You do not need to choose a legal document before you schedule. The review is designed to help you understand what may fit your situation.

Take the 2-Minute Assessment
A clearer plan starts with one conversation

Know where your estate plan stands.

Book a complimentary review and get clear next steps based on your family, assets, and goals.

Schedule My Free Review