Legacy Planning

We offer most legacy planning services at fixed prices. However, services involving research, reviewing documents, complex matters, or non-document tasks like consulting or negotiations may be billed hourly.

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Legacy Plus Plan

Individual - $1,500.00

Married Couple - $2,500

Our estate planning package that offers the bare minimum that every individual/family needs.

Legacy Elite Plan

Individual - Starts at $2,500

Married Couple - Starts at $3,700

Counseling-based planning tailored to the unique needs of your family.

Legacy Premium Plan

Individual & Married Couple - Starts at $9,999

Counseling-based estate planning involving more complex matters such as buy-sell agreements, Medicaid Asset Protection Trusts, irrevocable trusts, and sophisticated strategies to minimize taxation and fees.

A La Carte Services

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Stand-alone services such as: prenuptial/post-nuptial agreement; real estate deed preparation; and amendment of existing estate plan.

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To learn more about which Legacy Planning package is right for you, fill out the form below and a member of our team will contact you.