How Much Does Estate Planning Cost
You want to ensure things are as easy as possible for your family if and when something happens to you.
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Why Cost Matters
As you can imagine, we get the question “How much does an estate plan cost?” quite frequently.
This is a good question that I want to answer for you as clearly as I can, given that there is not a “one-size-fits-all solution” for every family.
If a lawyer can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process, I would run quickly away from that lawyer.
Because you see, this is exactly why most estate plans fail.
Families shop around based on price (because they don’t know any other way to shop for an estate plan) and they end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.
Here Is What I Can Assure You
We have designed and priced our estate planning options for you and your family at the intersection of affordability and effectiveness.
We start the planning process with your personal Life and Legacy Planning Session, which is designed to get you more financially organized than you have ever been before.
Even if you never do any planning with us, the preparation for your Life and Legacy Planning Session alone is a hugely valuable process for you and your family because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.
Then when we meet in person we will review everything you own and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love in the event of your death or incapacity.
If you do not have a plan, we will cover the plan the state has for you.
If you do have an existing plan, we will review your current plan with you. (We call this an Estate Plan Checkup and Review).
If you are not happy with the plan the state has for you, or your existing plan, you will tell us what you would want to change and we will look at the most effective, efficient and affordable way to achieve your goals. Plus, we will help ensure that no matter what happens, none of your hard-earned assets will be lost to the state department of unclaimed property when something happens to you.
Here is the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.
You Choose Your Planning Level
With all of that background in mind: Your Life and Legacy Planning Session is valued at $750, or if you have an existing estate plan in place that you want your attorney to review as part of this process, then Your Estate Plan Checkup and Review is valued at $950.
To help make your appointment as efficient as possible, preparation is suggested ahead of time. Schedule your appointment then follow the instructions on how to prepare for your appointment, secure your appointment time with a credit card (only $1 is charged on your card at the time of scheduling so long as you keep your appointment and complete the preparation in advance), and then your appointment fee is waived.
Preparing for the appointment will help you get more organized because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.
We offer a complete zeroing out of the planning session fee in that case because your commitment to the preparation before the meeting saves time, which saves you money.
If you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), schedule your Life and Legacy Planning Session today.
