Pricing Page
Estate Planning Pricing Options
Tier 1
Guided DIY Estate Planning with Consultation
$699.00
per person
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.
Tier 2
Comprehensive Legacy Plan
$1,499
per person
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.
Tier 3:
Generational Wealth Strategy
$4,999
per person
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.