It's a valid question, but estate planning isn't one-size-fits-all. Beware of lawyers who provide cost estimates without understanding your unique needs. Cookie-cutter solutions lead to failed plans, costing your family time and money.

Shopping based on price or using "legal insurance" can result in documents that don't work when needed. Our approach focuses on affordability and effectiveness. We begin with a Life & Legacy Planning Session™, ensuring your assets are organized and protected.

Even if you don't proceed with our services, this session is valuable. You'll create an asset inventory and guarantee your family knows where everything is.

During our meetings, we review your assets and discuss your loved ones. You'll understand the State's plan if you don't have one or review your existing plan. You'll make informed decisions for your family, not just based on cost.

You'll even choose your own fee based on your budget and priorities. There's no one-size-fits-all option. Our process empowers you to decide what's best for your loved ones.

Now, for the cost:

Life & Legacy Planning Session: $750

Estate Plan Review and Checkup: $950

Comprehensive planning for the legacy of a married couple range from $3,000 to $7,000, based on choices made during the Life & Legacy Planning Session. Single planning is discounted accordingly. Our goal is to find the right plan and fee for you.

The Life & Legacy Planning Session serves as the cornerstone of our process, designed to ensure you have a comprehensive legacy plan that will be effective when your family needs it most. This session not only helps you organize your assets but also safeguards them from being lost to the State Department of Unclaimed Property. It empowers you with crucial insights into your estate plan.

What truly distinguishes us is our commitment to providing more than just transactional, documents-only estate planning. The Life and Legacy Planning Session is where we shine, offering a holistic approach that sets us apart.

If you're curious about whether your family could benefit from a comprehensive legacy plan or if you want to assess the adequacy of your current plan, we invite you to schedule a Life & Legacy Planning Session or an Estate Plan Review and Check-up. This initial step will help us determine the best path forward for your unique needs and goals.

Typically, the session lasts about 2 hours, but it can vary depending on the complexity of your situation, your objectives and goals.

Absolutely, estate planning is essential for every adult, regardless of their financial status. It's not solely about wealth; it's about organization, asset protection, and ensuring the well-being of your loved ones. Whether you consider yourself wealthy or not, if you have loved ones and assets to safeguard, a comprehensive legacy plan can be highly beneficial in securing their future.

Certainly, here's a revised FAQ that addresses the common assumption:

**Q: Isn't it a common assumption that I have a simple situation and should be on the lower end of the fee range?**

It's a common assumption, but here's the thing: Our Life and Legacy Planning Session serves as an educational journey to uncover the intricacies of your unique circumstances. During this session, you'll clarify your objectives and goals. Only after this exploration can we assist you in choosing the right planning approach to achieve those goals. We don't base the plan on asset levels or family dynamics' complexity; it's tailored to your specific objectives. So, never assume your situation is simple, as your desired outcomes will ultimately determine the planning path that's right for you. Our aim is to ensure your family's success and provide peace of mind.

Following the Life & Legacy Planning Session™, our relationship is just beginning. You'll proceed through our comprehensive process, which includes a crucial step we refer to as the "Priceless Conversation." This conversation allows us to capture not only your assets but also your unique legacy, values, and stories. Our holistic approach ensures that your plan will evolve and adapt as your family and assets grow, providing you with ongoing peace of mind and protection.