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^
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^
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^
Free Design Meeting
Complete our questionnaire, get free initial design meeting with attorney.
No charge, no obligation.
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.
Advanced planning available.
Estate Planning has never been so fun.
Safety
Provide a fortified safety net to protect your family against taxes, creditors, predators, and possible spendthrift behavior.
Harmony
Avoid leaving a legacy of family conflict by thinking issues through, communicating your plan, and observing reaction.
Peace of Mind
Rest happily in life and beyond, knowing you have done everything to keep your family intact, secure and prosperous.