You may not realize that most estate plans fail because families plan based on price, because they don’t know any other way to shop. As a result, they end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.

If you’d like to read more about this, please read our article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.” We're glad to provide a copy upon request.

When we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity. If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you: we call this an "estate plan review".

If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.

Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.

And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.

We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions.

Okay, now having said all that, you probably want to at least know a range of what estate planning will cost. 

With all of that background in mind:

• A Life and Legacy Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated and without completing our Life and Legacy Inventory and Assessment (the "homework") ahead of time. 

• If you’d like to do a little preparation ahead of time and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can schedule to commit that you will do your homework and prepare for the meeting. That saves me time and saves you money. 

• Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $3,000 and $10,000, depending on the choices you make during your Life and Legacy Planning Session.

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Life and Legacy Planning Session (or Estate Plan Review and Check-up) here.