As you can imagine, we get the question “How much does an estate plan cost?” quite frequently.

 
Because estate planning is so family and fact specific, it is very difficult, if not impossible, to quote a standard fee. However, depending on what you and your family needs, our fees range from around $2,000 for those not worried about keeping family out of court, up to $8,000 for an extensive plan that provides significant asset protection, credit shelters after death, and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.

If a lawyer can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process to understand your family and assets situation, I would run quickly away from that lawyer.

Because you see, this is exactly 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 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 would 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, unintended mess"​
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If you are looking for the cheapest planning you can find, you may as well read up and DIY (do it yourself), because you will get the same quality of planning online as you will with any lawyer who is charging fees less than what we offer here. 

If you would like to do some preparation ahead of time and make your appointment as valuable a use of your time as possible, then you can schedule online below.

 
Kindly follow the instructions as to how to prepare for your appointment, then secure your appointment time with a credit card (nothing is charged on your card so long as you keep your appointment and complete the preparation in advance), then your appointment fee is waived.

SCHEDULE ONLINE
 
The awesome thing about the preparation is that you will be more organized than you have ever been before because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.

We offer a complete zeroing out of the PoM Planning Session fee in that case because your commitment to the preparation before the meeting saves me time, which saves you money.

When we meet for your PoM Planning Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. 

 
✔ Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
✔ Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
✔  Blended families negotiating the challenges of creating new relationships with varying expectations;
✔  Families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
✔  High net worth families seeking strategies for minimizing estate and income taxes;
✔  Family members or trustees carrying out the legacy left behind through a trust administration.
 

  We have designed unique annual membership programs to ensure your estate plan continues to work throughout your lifetime, that your assets are always owned in the right way and that you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees.

Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.

We often serve the whole family and multiple generations of the same family.