Level 1

Basic (RARELY APPROPRIATE)

$911 to $1911

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
Free Annual Trust Funding Checkup
Avoid probate
Avoid conservatorship
Flexible Firearm Planning
Outright distributions
Trust Protector provisions
Kids’ trust through college
Asset protection for kids
Asset protection for spouse
Remarriage/Blended planning
Flexible Estate/Income Tax Avoidance
Generation-skipping tax (GST) provisions
Ethical wills
Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^ (+$1911)
IRA Protection Trust (IRAP 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)^
Hybrid Domestic Asset Protection Trust (HDAPT)^
Offshore Asset Protection Trust (OAPT)^
NING Trust (Avoids State Income Tax)^
Charitable Remainder Trust (CRT)^
Additional advanced planning^

Level 2

Protection for Kids

$2506 to $3006

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
Free Annual Trust Funding Checkup
Avoid probate
Avoid conservatorship
Flexible Firearm Planning
Outright distributions
Trust Protector provisions
Kids’ trust through college
Asset protection for kids
Asset protection for spouse*
Remarriage/Blended planning*
Flexible Estate/Income Tax Avoidance*
Generation-skipping tax (GST) provisions*
Ethical wills*
Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^ (+$1911)
IRA Protection Trust (IRAP 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)^
Hybrid Domestic Asset Protection Trust (HDAPT)^
Offshore Asset Protection Trust (OAPT)^
NING Trust (Avoids State Income Tax)^
Charitable Remainder Trust (CRT)^
Additional advanced planning^

Advanced Protection

$4590* 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
Free Annual Trust Funding Checkup
Avoid probate
Avoid conservatorship
Flexible Firearm Planning
Outright distributions
Trust Protector provisions
Kids’ trust through college
Asset protection for kids
Asset protection for spouse*
Remarriage/Blended planning*
Flexible Estate/Income Tax Avoidance*
Generation-skipping tax (GST) provisions*
Ethical wills*
Firearm Instruction & Responsible Stewardship Trust (FIRST Family Trust)^ (+$1911)
IRA Protection Trust (IRAP 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)^
Hybrid Domestic Asset Protection Trust (HDAPT)^
Offshore Asset Protection Trust (OAPT)^
NING Trust (Avoids State Income Tax)^
Charitable Remainder Trust (CRT)^
Additional advanced planning^

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

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

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

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

Avoid leaving a legacy of family conflict by thinking issues through, communicating your plan, and observing reaction.

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