Which Estate Plan Is Right for You?

The most critical part of a successful estate plan is proper asset alignment. Other firms will give clients complicated written instructions and tell them to transfer the assets themselves. When this happens, either the clients never do it, only partially complete it or they do it incorrectly. We are different. We take all the extra steps to help ensure asset alignment is completed & correct.

BASIC PLAN

The Basic Plan includes your new or restated revocable living trust, related pour-over will, durable powers of attorney, health care surrogates, living will and related ancillary documents. You will likely serve as your own initial trustee, as you will continue to own and control the assets funded into your trust. You understand that this Basic Plan only addresses probate avoidance and does not provide disability planning or other provisions designed to enhance your lifetime protection.  Further, this Basic Plan does not provide any protection for your beneficiaries. 

Upon your passing, if you are married, there may be continuing testamentary trust(s) created for your surviving spouse. How those trusts are managed and distributed will also be clearly defined pursuant to our conversations and your direction. If you are not married, then this element will not be included in your plan.

Upon the death of you and if you are married, the survivor of you and your surviving spouse, amounts will ultimately be distributed outright and free of trust to the beneficiaries you name regardless of how old the beneficiaries are.

Starting at $2,950

FOUNDATIONAL PLAN

The Foundational Plan includes your new or restated revocable living trust, related pour-over will, durable powers of attorney, health care surrogates, living will and related ancillary documents. You will likely serve as your own initial trustee, as you will continue to own and control the assets funded into your trust. At some point, you may become mentally disabled and the person or party you name as your successor trustee will continue to act for you in your best interests. Disability will be clearly defined and the scope of the actions and responsibilities of your successor trustee will be stated.

Upon your passing, if you are married, there may be continuing testamentary trust(s) created for your surviving spouse. How those trusts are managed and distributed will also be clearly defined pursuant to our conversations and your direction. If you are not married, then this element will not be included in your plan.

Upon the death of you and if you are married, the survivor of you and your surviving spouse, amounts will ultimately be distributed outright and free of trust to the beneficiaries you name. The distributions may be staged over the course of several years.

Starting at $4,800

SIGNATURE PLAN

The Signature Plan includes your new or restated revocable living trust, related pour-over will, durable powers of attorney, health care surrogates, living will and related ancillary documents. You will likely serve as your own initial trustee, as you will continue to own and control the assets funded into your trust. At some point, you may become mentally disabled and the person or party you name as your successor trustee will continue to act for you in your best interests. Disability will be clearly defined and the scope of the actions and responsibilities of your successor trustee will be stated.

Upon your passing, if you are married, there may be continuing testamentary trust(s) created for your surviving spouse. How those trusts are managed and distributed will also be clearly defined pursuant to our conversations and your direction. If you are not married, then this element will not be included in your plan.

Upon the death of you and if married, your surviving spouse, continuing (testamentary) trusts will be created for your ultimate beneficiaries which typically include your children and/or grandchildren. Your estate and generation skipping transfer tax exemptions will be discussed, including whether you wish to include powers of appointment for your beneficiaries. This stage adds an element of asset protection for your children and grandchildren that they cannot easily accomplish for themselves.

Starting at $6,900

TRANSFORMATIVE PLAN

The Transformative Plan includes your new or restated revocable living trust, related pour-over will, durable powers of attorney, health care surrogates, living will and related ancillary documents. It will also include a Retirement Plan Trust and special beneficiary designations to conform with this advanced level of planning. You will likely serve as your own initial trustee, as you will continue to own and control the assets funded into your trust. At some point, you may become mentally disabled and the person or party you name as your successor trustee will continue to act for you in your best interests. Disability will be clearly defined and the scope of the actions and responsibilities of your successor trustee will be stated.

Upon your passing, if you are married, there may be continuing testamentary trust(s) created for your surviving spouse. How those trusts are managed and distributed will also be clearly defined pursuant to our conversations and your direction. If you are not married, then this element will not be included in your plan.

Upon the death of you and if you are married, your surviving spouse, continuing (testamentary) trusts will be created for your ultimate beneficiaries which typically include your children and/or grandchildren. Your estate and generation skipping transfer tax exemptions will be discussed, including whether you wish to include powers of appointment for your beneficiaries. It will also include advanced IRA, 401(k), pension and profit sharing planning. This stage adds an element of asset protection for your children and grandchildren that they cannot easily accomplish for themselves, including important protections and safeguards relating to your IRA, 401(k), pension and profit sharing plans.

Starting at $9,500