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Getting Started:

How Much Does It Cost?

How Much Should Your Estate Plan Cost?

As you can imagine, we get the question “how much should my estate plan cost” quite frequently.


And, it’s a good question that we want to answer for you as clearly as we can, given that there is not a “one-size fits all solution” for every family. In fact, you should be skeptical of any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.

 

This is why most estate plans fail.

Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that will likely not actually work when the family needs them. 

 

If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.”

 

In the meantime, here’s what I can assure you:

 

We've priced our estate planning for you and your family at the intersection of affordability and effectiveness. And we charge on a flat fee basis, rather than hourly billing, so that you know beforehand how much it's going to cost, and there will never be any surprise bills in the mail for our estate planning services.

Our process begins with a Family Wealth Planning Session, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the state's department of unclaimed property, when something happens to you.

 

Even if you decide, after the session, not to do your planning with us, the Family Wealth Planning Session alone is a hugely valuable process for you and your family, because we will create a full inventory of your assets (that you keep and take with you) which will ensure that your family knows what you have, if and when something happens to you.

 

During out session, we will review what you own and discuss your family and anyone else you want to include in your esate plan, so that you will understand exactly what would happen to your assets and your loved ones 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 yourself and your family, not just shopping around based on price.

 

And 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. 

 

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

The Family Wealth Planning Session 

 

The Family Wealth Planning Session, which is our initial meeting with every potential client, is a $750 fee. We waive that charge, however, if you will complete our Estate Planning Questionnaire beforehand. So by completing the questionnaire in advance of your meeting, you get up to a two-hour working meeting with us, for free. 

Estate Planning Fees

 

During your Family Wealth Planning Session, once you decide to move forwar with planning, you will then choose your own fee based on your estate planning needs and the choices you make during the session. Our planning packages range from $1,500 to $8,500 depending on the level of planning that you choose, the complexity of your estate, and the level of involvement you want us to have in the funding of your trust(s). 

 

If you are ready to make informed, empowered, educated decisions for yourself and your loved ones (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review) today. Click here to schedule a complimentary 15 minute phone consultation, or click here to send us an email.