Our Services

 Estate Plan Review

FREE
It is time to have your existing plan reviewed if your estate plan is over 5 years old or any of the following have occurred: marriage, divorce, births, deaths, new choices for executor/trustee/guardian of children, family members with creditor problems, new home, or different ideas on distributing assets.

Trust Based Estate Plans 

Pricing: See pricing levels on the right 

Depending on the complexity of your situation, we have three trust plan options for those who want peace of mind knowing their wealth will be transferred to loved ones with ease, financial protections, and without court involvement. Our trusts incorporate strong protections to insulate your family's inheritance from lawsuits, divorce, and creditors. Trusts ensure your minor children or grandchildren have protections and fully inherit only when they are older. Trust plans are customized for each client and generally include:  
-  Wills 

-  Living Trust 

-  Use of Pay-on-Death / Transfer-on-Death devices

-  Durable Powers of Attorney

-  Advance Health Care Directives 

-  Beneficiary deeds on real estate 

Trust solutions range from simple to complex and always consider care for minors, beneficiaries who might be financially irresponsible adults, and payout of the trust assets immediately or over an extended period of time.

Will Based Estate Plans

$1,200 individual / $1,500 married couple

This is an affordable option for those who need an estate plan to skip probate and do not have minor children, disabled beneficiaries, or concerns about protecting their family's inheritance from lawsuits, divorce, creditors, or poor financial decisions. Will plans are customized for each client and include:  

-  Wills 

-  Use of Pay-on-Death / Transfer-on-Death devices

-  Durable Powers of Attorney

-  Advance Health Care Directives 

-  Beneficiary deeds on real estate 

We offer three levels of trust plans depending on the complexity of your situation. 

Level One - Streamlined Plan

$2,400 individual / $2,700 married couple

This is an affordable and comprehensive solution for clients who want the protections of a trust, and do not have many complexities in their lives or family situation.  The Streamlined Plan is often the right solution for:

• Couples in first marriages with young, joint children or those who may have children in the future
• Unmarried individual with minor children
• Anyone with beneficiaries who are minors
• Mature families who want protections in case of unexpected events or family tragedy.

Level Two- Protection Plan

$3,500 individual / $3,800 married couple

This plan is for those who need the benefits of the Level One plan, plus added protections because of accumulated wealth or additional complexity.  The Protection Plan is often the right solution for:

• Families or business owners who have more than $1 million in net worth
• A "blended" family that needs to ensure a surviving spouse is protected upon the first death and that children from both sides are treated fairly
• Anyone with concerns that beneficiaries will not work hard if they inherit too much money
• A couple with two existing trusts, needing updates or a combination into a single estate plan
• A married person establishing a plan separately from a spouse

Level Three- Concierge Plan

$7,400 individual / $7,900 married couple

This plan is for those who need the benefits of the Level Two plan, desire additional meetings and attorney time, expect future changes and want asset transfers and titling handled for them. The Concierge Plan is often the right solution for:

• Busy families who want our law firm to handle all of the asset titling tasks
• A family wanting future amendments to their estate plan within the next two years at no additional cost
• A family with college-age children or grandchildren who need their estate plans completed at the same time

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* Quoted fees do not include: County Recorder of Deeds filing fees for real estate, review of pre/post-nuptial agreements, review of closely-held business buy-sell agreements, special-needs trusts, eldercare consulting, more extensive tax and estate planning necessary when estate values are greater than $6 million, or other unusual situations. These services will result in additional charges, but will always be approved by the client prior to incurring any costs. Quoted fees subject to change.