Fees & Benefits for Non-Taxable Estates

*Combined Estate Value of Single Individual less than $11.18M or $22.36M for Married Couples

Will Based Plan

From $950 to $1,850

Revocable Living Trust Plan

Single: $3,350
Joint: $4,450
Separate: $5,250

Asset Protection Living Trust Plan

From $7,850-$9,850

Every Estate Plan We Create Provides:

  • General Durable Power of Attorney
  • Wills (Including guardianship nomination for any minor or incapacitated children)
  • Healthcare Documents: HIPPA Forms Health Care Power of Attorney Living Will
  • Avoids Court Supervised Guardianship upon Incapacity
  • Confirmation Meeting to Prove up Asset transfers and family meeting with younger generation family members and trustees

Basic Legacy Planning Included:

  • Memorial Planner
  • Our Unique Legacy Organizer
  • Tangible Personal Property Memorandum
  • Video or Audio recorded Legacy Interview*
  • Legacy Solutions Portfolio

*Additional fee

Will Based Plan
Revocable Living Trust Plan
Asset Protection Living Trust Plan

DOES NOT avoid Probate

Avoids Probate

NO Creditor Protection

Provides Protection from your future Creditor Claims

NO Medicaid Protection

Provides Medicaid Spenddown Protection

NO V.A. Aid & Attendance Protection

Can qualify for V.A. Aid & Attendance Benefits if you Otherwise Qualify

DOES NOT avoid Probate

NO Creditor Protection

NO Medicaid Protection

NO V.A. Aid & Attendance Protection

Revocable Living Trust Plan

Avoids Probate

NO Creditor Protection

NO Medicaid Protection

NO V.A. Aid & Attendance Protection

Asset Protection Living Trust Plan

Avoids Probate

Provides Protection from your future Creditor Claims

Provides Medicaid Spenddown Protection

Can qualify for V.A. Aid & Attendance Benefits if you Otherwise Qualify

ENHANCED BENEFITS for All Plans
*for an additional fee
null

Surviving Spouse Remarriage - $850

null

Divorce, Lawsuit & Immaturity Protection for Heirs - $850

null

Special Needs Trust - $1,500

null

IRA Protection Trust - $2,250

null

C.H.E.R.P-Child Emergency Response Plan - $450