Estate Planning Pricing Options
Guided DIY Estate Planning with Consultation
Perfect for those who want a hands-on approach with professional guidance.
- Access to a comprehensive DIY estate planning kit, including templates for wills, powers of attorney, and healthcare directives. I make this very easy. I know the questions to ask & guide you the whole time.
Half-hour one-on-one consultation with Aimee, the Attorney, to review and answer questions about the completed documents.
Guidance on asset organization and beneficiary designation.
Comprehensive Legacy Plan
It is designed for those looking for a personalized and thorough approach.
- All features of Tier 1, plus:
Creation and review of the Last Will and Testament.
Establishment and funding guidance for a Revocable Living Trust.
Customized estate plan addressing specific family dynamics and asset distribution preferences.
In-depth strategies for minimizing estate taxes and maximizing wealth transfer to beneficiaries.
In-person or virtual consultation with Aimee, the Attorney, for comprehensive planning.
Generational Wealth Strategy
For individuals committed to preserving and passing on significant wealth.
All features of Tier 2, plus:
Advanced strategies for complex asset protection and multi-generational wealth transfer.
Charitable giving and philanthropic planning integration.
Ongoing reviews and updates to accommodate changing life circumstances and legal requirements.