SiteLock

Level 1 (PriceCompetitor)

Fast and Simple. Mostly Word Processing.
$1215 to $1791
  • Main pricing factor: single v. married
  • Trust, wills, powers, etc.
  • Deed prep (home)
  • Notarization (all docs)
  • Firearm Counsel
  • Firearm Safety Certificate(s)
  • Concealed carry (CCW) training
  • Trustee training
  • Avoid probate
  • Avoid conservatorship
  • Distribute outright
  • Trust Protector provisions
  • Kids’ trust through college
  • Asset protection for kids
  • Asset protection for spouse*
  • Remarriage/Blended planning*
  • Flexible Estate/Income Tax Avoidance*
  • Flexible Firearm Planning*
  • Generation-skipping tax (GST) provisions*
  • Ethical wills*
  • IRA Protection Trust (IRAP Trust)^ (+$2000)
  • Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^
  • Irrevocable Life Insurance Trust (ILIT)^
  • Supplemental Needs Trust (SNT)^
  • Private Retirement Trust (PRT)^
  • Grantor Retained Annuity Trust (GRAT)^
  • Int’ly Defective Grantor Trust (IDGT)^
  • Domestic Asset Protection Trust (DAPT)^
  • Offshore Asset Protection Trust (OAPT)^
  • NING Trust (Avoids State Income Tax)^
  • Charitable Remainder Trust (CRT)^
  • Additional advanced planning^
Design Now for FREE

Level 2 (Protector)

Asset Protection for Kids
$3006 to $3840
  • Main pricing factor: single v. married
  • Trust, wills, powers, etc.
  • Deed prep (home)
  • Notarization (all docs)
  • Firearm Counsel
  • Firearm Safety Certificate(s)
  • Concealed carry (CCW) training
  • Trustee training
  • Avoid probate
  • Avoid conservatorship
  • Distribute outright
  • Trust Protector provisions
  • Kids’ trust through college
  • Asset protection for kids
  • Asset protection for spouse*
  • Remarriage/Blended planning*
  • Flexible Estate/Income Tax Avoidance*
  • Flexible Firearm Planning*
  • Generation-skipping tax (GST) provisions*
  • Ethical wills*
  • IRA Protection Trust (IRAP Trust)^ (+$2000)
  • Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^
  • Irrevocable Life Insurance Trust (ILIT)^
  • Supplemental Needs Trust (SNT)^
  • Private Retirement Trust (PRT)^
  • Grantor Retained Annuity Trust (GRAT)^
  • Int’ly Defective Grantor Trust (IDGT)^
  • Domestic Asset Protection Trust (DAPT)^
  • Offshore Asset Protection Trust (OAPT)^
  • NING Trust (Avoids State Income Tax)^
  • Charitable Remainder Trust (CRT)^
  • Additional advanced planning^
Design Now for FREE

Level 3 (Generator)

Dynastic Family Protection
$4440* and up^
  • Main pricing factor: single v. married
  • Trust, wills, powers, etc.
  • Deed prep (home)
  • Notarization (all docs)
  • Firearm Counsel
  • Firearm Safety Certificate(s)
  • Concealed carry (CCW) training
  • Trustee training
  • Avoid probate
  • Avoid conservatorship
  • Distribute outright
  • Trust Protector provisions
  • Kids’ trust through college
  • Asset protection for kids
  • Asset protection for spouse*
  • Remarriage/Blended planning*
  • Flexible Estate/Income Tax Avoidance*
  • Flexible Firearm Planning*
  • Generation-skipping tax (GST) provisions*
  • Ethical wills*
  • IRA Protection Trust (IRAP Trust)^ (+$2000)
  • Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^
  • Irrevocable Life Insurance Trust (ILIT)^
  • Supplemental Needs Trust (SNT)^
  • Private Retirement Trust (PRT)^
  • Grantor Retained Annuity Trust (GRAT)^
  • Int’ly Defective Grantor Trust (IDGT)^
  • Domestic Asset Protection Trust (DAPT)^
  • Offshore Asset Protection Trust (OAPT)^
  • NING Trust (Avoids State Income Tax)^
  • Charitable Remainder Trust (CRT)^
  • Additional advanced planning^
Design Now for FREE
WealthCounsel

Free Design Meeting

Complete our questionnaire, get free initial design meeting with attorney.
No charge, no obligation.

Competitive Flat Fee

At free design meeting, attorney will quote competitive fixed fee based on type of planning you want.

Complete Estate Plan

Includes all foundational documents (trusts, wills, powers, and more).
Advanced planning available.

Estate Planning has never been so fun.

Get Started
Safety within the castle.

Safety

Provide a fortified safety net to protect your family against taxes, creditors, predators, and possible spendthrift behavior.
avoid family contact with balance

Harmony

Avoid leaving a legacy of family conflict by thinking issues through, communicating your plan, and observing reaction.
Enjoy peace of mind with estate planning.

Peace of Mind

Rest happily in life and beyond, knowing you have done everything to keep your family intact, secure and prosperous.

Look No Further.

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