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Choose your pricing plan

  • Essential: Estate Plan Package

    2,000$
    Protect your health, finances, and loved ones with our Essential Estate Plan, delivering simple yet effective planning for your peace of mind.
     
    • Last Will and Testament
    • Durable Financial Power of Attorney
    • Durable Healthcare Power of Attorney
    • Living Will
    • HIPAA Authorization
    • Limited Power of Attorney
    • Letter of Instruction to Clients and Family
    • Free Access to Will Repository

  • Comprehensive Estate Plan

    5,000$
     
    • Last Will and Testament
    • Durable Financial Power of Attorney
    • Durable Healthcare Power of Attorney
    • Living Will
    • HIPAA Authorization
    • Letter of Instructions for Clients and Family
    • Life Insurance Trust
    • Guardian/Conservatorship Designation and Instructions
    • UTMA Certification and Guidance

  • Strategic Estate Plan

    10,000$
     
    • All Comprehensive Package Documents
    • LLC/FLP Guidance
    • DAPT
    • Montana LLC
    • Alphabet Trust(s) - QTIP, GRIT, GRAT, SLAT, ILUT, Etc
    • Business Succession Planning
    • Coordination with Tax Professional(s)
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