We like to make this process as simple for you as possible. That's why we provide for a streamlined three step process from meeting to execution as described below.
Three Simple and Easy Steps
During this 1-2 hour meeting, we will determine if we are a good fit to work with each other, review and organize your family (or individual) finances, categorize and review title to your owned assets, review insurance plans, and review any previously completed planning that you've done. After discussion and engagement, we begin to design the plan that works best for you and your family. Following the meeting, you will confirm our selections and we get to work creating your chosen plan.
Success Meeting
This is the moment where the plan we designed comes to life! You will be signing your documents with a notary and two witnesses present. This is a big moment as it means that you officially have the plan in place that you chose that protects you and your family.
Binder Delivery
After the success meeting (if done in person), we will collect the documents, scan them, package them in a nice binder and present it to you with a USB containing the scanned copies. Also, this is the moment when we will create your video and/or audio memory to leave to your loved ones.
And it doesn't stop there...
Afterwards, you'll have the option to have your plan reviewed at no cost once every 3 years... or if you want constant assurance that your plan is up to date, properly functioning, and have your assets allocated properly, you can sign up for our Annual Service.
How much does all of this cost?
Below is a list of our basic price structure as of August 4, 2022*. All plans include advanced directives and short-term and long-term guardianship selections for minor children.
Will Centered Plan
This plan is centered around using a will as the basis of the plan. All advanced directives, short-term guardian and long-term guardian selections are included.
Trust Centered Plan
This plan is centered around using a trust as the basis of the plan. All advanced directives, pour-over will, short-term and long-term guardians are included. Also includes transfer of the homestead into the trust, but does not include transferring all other assets.
Ultimate Legacy Plan
This plan is the same as the Trust Centered Plan, except it all of the funding is handled by the firm. This plan gives you the peace of mind that your trust is properly funded and you will save a lot of time and effort with getting your trust funded.
*Prices listed indicate the starting price. The price can fluctuate depending on what additions you add to your plan during the planning meeting. The final price for your plan will be fully disclosed during the planning phase and you will decide which plan is best for you and your loved ones. The prices above do not include any advanced planning or irrevocable trust planning.