Estate Planning
Build a Legacy.
Protect Your Family.
Steward Your Future.
Affordable estate planning guided by a CERTIFIED FINANCIAL PLANNER™
WHat's Included
As we move forward, our mission is to educate and empower you with estate planning strategies designed to protect your wealth and ensure your wishes are honored.
You will receive:
- Revocable Living Trust
- Last Will and Testament
- Financial Power of Attorney
- Health Care Directive
- Guardianship (for those with minor children)
- Living Will
Typical Attorney Cost
$2,800 – $6,500
Your Investment With Us
$750
Includes all documents above + a 1-hour strategy session with a CFP®
Deed Transfer Info
When you’re ready to fund your trust, a $140 fee per deed (plus local recording fees)
This service is intended for basic estate plans. If your estate is expected to exceed the estate tax exemption, we recommend meeting with a licensed estate attorney for advanced planning.