Why Estate Planning Matters

Estate planning ensures your wishes are carried out, your loved ones are protected, and your affairs are handled efficiently if something happens to you. Without proper planning, families often face unnecessary delays, court involvement, and uncertainty during already difficult times. A clear estate plan provides direction, avoids confusion, and gives you confidence that the people and assets you care about are protected.

Estate PLanning Packages

Flat-fee, attorney-led planning for wills, trusts, and long-term protection.

Essentials Estate Plan

$999 Flat Fee

• Last Will and Testament

• Financial Power of Attorney

• Healthcare Power of Attorney

• HIPAA Authorization

Does not include a trust or probate avoidance.

*REFERRED BY A PARTNER

Clients referred by participating real estate agents, lenders, and advisors may be eligible for a reduced-rate on the Essentials Estate Plan. Use your referral code at checkout to apply the discount.

Trust Planning Package

$2,999 Flat Fee

• Revocable Living Trust

• Pour-Over Will

• Financial Power of Attorney

• Healthcare Power of Attorney

• HIPAA Authorization

• One deed transfer

• Trust funding guidance

How It WOrks

1. Choose your package and pay securely online

2. Complete a short intake form

3. Schedule your planning consultation

4. Documents are drafted and delivered

Not quite Sure Which Package is right?

That’s common, and you don’t need to have everything decided to get started. Most clients choose the package that seems to fit their situation and rely on the attorney consultation to confirm or adjust the plan before any documents are finalized. This flat-fee approach removes pressure and uncertainty while ensuring your planning is handled by an attorney, helping you protect what you’ve worked hard for and put clear instructions in place before problems arise.