Planning Tiers

Transparent pricing

Three tiers, built for where you are.

Every tier includes the full design, funding, and signing process — and a professionally produced legacy video.

Three plans. Built around your family — not the other way around.

No two families are alike, and your plan shouldn’t pretend they are. The three tiers below are a starting point for a conversation, not a checklist. We’ll talk through your situation — your people, your property, the years ahead — and recommend the plan that actually fits. Every tier includes the complete CTL process: design, draft, sign, fund, and a professionally produced Legacy Video.

Foundation

Young families, smaller estates.

Includes

  • Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • Guardianship & Minor Protection Plan
  • Pet Care Provisions
  • Signing Ceremony
  • Legacy Video
  • 3-Year Check-In

$3,000–6,000

Start with Foundation
★ Most Popular

Family

Single adults, families with children, blended families.

Everything in Foundation, plus

  • Revocable Living Trust
  • Funding Assistance
  • Funding Worksheet & Checklist
  • Charitable Bequest Coordination
  • Dynasty Trust Considerations
  • Real Property Coordination (multiple counties / states)

$6,000–9,000

Start with Family

Legacy

High-net-worth families, business owners, busy people.

Everything in Family, plus

  • Full Funding Coordination

Legacy Circle membership is quoted separately or referred where appropriate.

$10,000–13,000

Start with Legacy

Ongoing support

Legacy Circle — because your plan should grow with your family.

A lot can happen in five years. Legacy Circle is our ongoing membership program for plan maintenance, annual reviews, and priority access to the firm.

A word on pricing transparency

What’s not included.

Every tier price above is the flat fee for the engagement. There is no hourly billing for the standard plan work. What’s not included:

  • Trust administration after a death (separate engagement)
  • Contested matters or litigation
  • Business entity formation
  • Tax return preparation

Any of these, if needed, are quoted separately before we start — or we will refer you to a specialist in the area.

Ready to protect what matters most?

Schedule a consultation with Kelly. Fifteen minutes, no obligation.

Schedule a Consultation