Let's chat about your Legacy!
take the first step. (it's easy!)
Schedule a Strategy Session with me to get started.
Strategy Session
$475
+ Pre-Strategy Session Questionnaire
+ 60 minute video conference or phone call
+ Review of Session Relevant Documents
+ Customized Estate Plan Opinion Letter with
extended Legal Explanations
what's included
Our session happens over Zoom (or phone call if you prefer)!
Strategy Session
Once we are both satisfied with the documents, we can schedule a signing at your home or at an office space close by where your reside.
Review, Schedule and Sign
They will be emailed through the Client Portal where we can continue to make changes and answer any questions you have
Receive Customized Documents
Video Conferences are 1-hour long and face to face on Zoom. (Or we can chat on the phone if you prefer!)
Strategy Session
What the process is like...
The Medicaid Protection Package*
Strategy Session
Irrevocable Trust
Deed Transfer
*Flat Fee will be determined after our Strategy Session
$4,000-$6,000
Strategy Session
Revocable Trust
Deed Transfer
*Flat Fee will be determined after our Strategy Session
Trust Package*
$4,000-$6,000
Strategy Session
Last Will and Testament
Power of Attorney
Health Care Proxy
HIPAA Waiver
*Flat Fee will be determined after our Strategy Session
The Estate Planning Package
$1,500 - $2,500*
Simple Flat Rate Pricing
Estate Planning Package
Start with a strategy session then payment determined and due after
+ Pre-Strategy Session Questionnaire
+ 60 minute video conference or phone call
+ Review of Session Relevant Documents
+ Customized Estate Plan Opinion Letter with extended Legal Explanations
+ Review of Beneficiary Designations
+ Draft and Execution of Will, Power of Attorney, Health Care Proxy
+ (add-ons) Revocable or Medicaid Asset Protection Trust
+ (add-ons) Asset transfer into Trusts including Property
what's included
Our session happens over Zoom (or phone call if you prefer)!
Estate Planning Package
Still unsure of what you need?
Schedule a FREE 15 minute consultation call to get clarity on your family's needs