Estate Plans & Pricing

A Straightforward Explanation

If you’ve ever tried to find estate plan pricing, you’ve probably heard things like:

“It depends.”
“We need to learn more about your situation.”
“Schedule a consultation”

That approach may be common—but I know it can be frustrating when you're just trying to explore your options.

This page explains how estate planning pricing works, why costs can vary so much, what's included in our plans, and how to determine the right next step for your situation.

Option	Typical Cost
DIY / Online Documents	$100–$600
Our Will-Based Plans	$1,500–$3,000+
Our Trust-Based Plans	$3,500–$5,000+

Why Estate Plan Prices Vary

Two estate plans can look very similar on paper and produce very different results when something actually happens.

Estate planning isn't just about creating documents.

It's about helping ensure the right people can act when needed, reducing unnecessary court involvement, protecting loved ones, coordinating assets, and creating a plan that will continue working as life changes.

Below are some of the biggest factors that affect estate plan pricing.

Estate plans that focus only on documents are cheaper—but far more likely to fail when it matters.
Many estate plans are sold as a collection of documents: a will, a power of attorney, maybe a trust. That approach is usually less expensive because it skips the most important part—designing the plan around what you actually want to happen when something goes wrong.

An outcome-focused plan starts with questions like: Who needs protection? What could go wrong? How should decisions be made if you’re incapacitated or gone? Only after those outcomes are clear do documents come into play.

Two plans may look similar on paper, but the one designed around outcomes is far more likely to work when your family needs it. That level of planning takes more time and expertise, which is why it typically costs more.

Lower upfront prices often hide the most expensive costs later.
Many low-cost estate plans don’t include everything required to make them legally effective. Costs like mobile notaries, deed preparation, asset coordination, or fixing mistakes later are often left out of the advertised price.

The real risk isn’t just extra fees—it’s unintended consequences. Poorly handled deeds can trigger taxes or lender issues. Incorrect beneficiary designations can send assets to the wrong people. Fixing these problems later is far more expensive than doing it right the first time.

Higher-quality planning focuses on total cost over time, not just the initial price tag.

Access to an attorney before and after your plan is signed is a major cost difference—and a major risk reducer.
Estate planning raises questions—often after documents are drafted or life changes occur. Some services offer limited or one-time attorney access, while others leave you on your own entirely.

Plans that include ongoing access to an attorney provide clarity when questions come up and help prevent small issues from turning into big problems. That ongoing support requires time and availability, which affects pricing.

The difference isn’t just convenience—it’s peace of mind.

Plans designed specifically for Texas law protect families better than “50-state” documents—and cost more to do right.
Estate planning laws vary by state, and the details matter. Texas has specific rules around probate, homestead protections, powers of attorney, and trusts that generic documents may not fully address.

A plan tailored to Texas law can streamline probate, preserve property tax benefits, and avoid common legal pitfalls. Generic, multi-state documents may technically “work,” but they often miss opportunities or create unnecessary complications.

State-specific expertise adds value—and cost—but also reduces risk.

Avoiding probate requires coordination—not just documents—and that coordination affects price.
Avoiding probate isn’t automatic. It depends on how assets are titled, how beneficiaries are designated, and whether trusts are properly funded.

Simply having a trust doesn’t guarantee probate avoidance. Assets must be coordinated correctly, and mistakes can undermine the entire plan.

Plans that actively address probate avoidance include this coordination work upfront, which adds complexity—but also saves families significant time, cost, and stress later.

The more unique your family, assets, or goals, the more customization your plan requires.
One-size-fits-all plans work best for one-size-fits-all lives—which most families don’t have. Blended families, special-needs beneficiaries, asset protection concerns, business ownership, or tax planning goals all require customization.

DIY tools and low-cost plans often limit how much you can tailor your documents. More comprehensive planning allows for flexibility and thoughtful design, ensuring the plan actually reflects your wishes.

Customization takes time and legal judgment, which is why it affects pricing.

Individual

Married Couple

	DIY / Online Documents	Family Legacy Guard's ESSENTIALS PLAN	Family Legacy Guard's ESSENTIALS✛ PLAN	Family Legacy Guard's PREPARER'S PLAN	Family Legacy Guard's PROTECTOR'S PLAN
Flat fees	Approximately $ 100-500 $ 200-600 for a will or trust & basic documents	Starts at $ 1,500 $ 2,000 Traditional Estate Plan (Will)	Starts at $ 2,500 $ 3,000 Probate Minimization Plan (Will)	Starts at $ 3,500 $ 4,000 Complete Probate Avoidance Plan (Living Trust)	Starts at $ 4,500 $ 5,000 Complete Probate Avoidance + Asset Protection Plan (Living Trust)
1. Legal Documents
Living trust A living trust is a legal arrangement created during your lifetime that holds and manages your assets, allows them to be used for your benefit while you’re alive, and directs how they are distributed after death—often without court involvement.	⚠️Warning We never recommend DIY trusts.	❌ Not included	❌ Not included	✅ Included	✅ Included
Pour-over will A pour-over will is a will used alongside a living trust that directs any assets not already in the trust at death to “pour over” into the trust, so they are ultimately managed and distributed according to the trust’s terms.	✅ Included If you purchase a living trust	Not applicable	Not applicable	✅ Included	✅ Included
Last will & testament	✅ Included If you purchase a will	✅ Included	✅ Included	Not applicable	Not applicable
Financial power of attorney	✅ Included	✅ Included	✅ Included	✅ Included	✅ Included
Medical power of attorney	✅ Included	✅ Included	✅ Included	✅ Included	✅ Included
HIPAA authorization	✅ Included	✅ Included	✅ Included	✅ Included	✅ Included
Directive to physicans (aka living will)	✅ Included	✅ Included	✅ Included	✅ Included	✅ Included
Guardianship declaration (self / children)	✅ Included	✅ Included	✅ Included	✅ Included	✅ Included
Designation of health care agent for children	⚠️Warning Depends on service provider	✅ Included	✅ Included	✅ Included	✅ Included
Pooled Testamentary Trust for Minor Children or Grandchildren A pooled testamentary trust is a single trust created at death that temporarily holds and manages multiple minors’ inheritances together to simplify administration and reduce cost, typically until the youngest beneficiary reaches a specified age or life stage, at which point the trust is distributed according to its terms. Its primary purpose is to avoid the necessity of a court-appointed guardian to manage the minor's assets.	⚠️Warning Some services include a similar option, but whether it’s properly activated may depend on how the software is used.	✅ Included	✅ Included	✅ Included	✅ Included
Probate avoidance deed If you have a traditional deed, a house that is in your name alone or you and your spouse's name will likely need to go through probate so your personal representative will have the authority to transfer your house to the new owner.	❌ Not included	❌ Not included	✅ Included Additional deeds are $250 each.	✅ Included Additional deeds are $250 each.	✅ Included Additional deeds are $250 each.
Beneficiary asset protection trust A beneficiary asset protection trust is a trust created for a beneficiary to protect assets they have inherited. Depending on the beneficiary’s needs, it can be designed to shield assets from creditors, lawsuits, and former spouses, or to support a beneficiary with special needs without jeopardizing eligibility for public benefits. These trusts are embedded into your will or living trust and are only created after your death.	❌ Not included	➕ Optional Add asset protection trusts for $1000 each.	➕ Optional Add asset protection trusts for $1000 each.	➕ Optional Add asset protection trusts for $1000 each.	✅ Included Additional trusts are $1000 each.
2. Customization & Legal Effectiveness
Attorney drafted	❌ Not included	✅ Included	✅ Included	✅ Included	✅ Included
Texas-specific documents	⚠️Warning Multi-state forms; no guarantee of legal accuracy or validity in Texas	✅ Included	✅ Included	✅ Included	✅ Included
Completely customizable documents	⚠️Warning Limited by software options	✅ Included	✅ Included	✅ Included	✅ Included
Coordination across all documents	⚠️Warning Automated consistency, but no strategic coordination. Gaps and conflicts can still exist.	✅ Included	✅ Included	✅ Included	✅ Included
3. Signing, Execution & Recording
Proper execution under Texas law Different estate planning documents have different execution requirements under Texas law. Some must be notarized, some witnessed, and some should ideally be both witnessed and notarized—depending on the document and its contents. There are also specific rules about who may serve as a witness. Proper execution is critical to legal effectiveness and can help reduce challenges based on undue influence or lack of mental capacity.	⚠️Warning They do not guarantee signing instructions are legally effective.	✅ Included	✅ Included	✅ Included	✅ Included
Document witnessing & notarizing Many places will notarize one or two documents for a small fee, but they aren’t set up to administer witnesses’ oaths and handle a full estate plan signing. Trying to shortcut this process is risky when it comes to the legal validity of your estate plan.	❌ Not included Typically $200–$300 for mobile notary and two witnesses for an estate plan signing (separate cost)	✅ Included	✅ Included	✅ Included	✅ Included
Attorney-supervised signing	❌ Not included	✅ Included	✅ Included	✅ Included	✅ Included
Record probate avoidance deed A deed may not be legally effective if it's not recorded.	❌ Not included	❌ Not included	✅ Included	✅ Included	✅ Included
4. Organization, Clarity & Family Usability
Asset Inventory & Tracker	⚠️Warning Depends on service provider; Typically online only	✅ Included	✅ Included	✅ Included	✅ Included
Personalized 5-Minute Annual Estate Plan Review Checklist	⚠️Warning Generic checklists are offered	✅ Included	✅ Included	✅ Included	✅ Included
Plain-English summary of your decisions This is a printed document added to your binder so you can quickly review your estate planning decisions in the future without wading through legalese.	⚠️Warning Depends on service provider	✅ Included	✅ Included	✅ Included	✅ Included
Tabbed Estate Plan Binder Organizing your estate plan making it easy to find and review is actually more important than you might think. When a will can't be found, the legal presumption is that it was revoked.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
Full-Color 11″×17″ Plan Diagram As estate plans become more complex, it's helpful to have a visual that shows what happens at each stage of your plan over time. That’s exactly what this color diagram does.	❌ Not Included	❌ Not Included	❌ Not Included	✅ Included	✅ Included
5. Legal Advice & Strategic Coordination
"What If" Scenario Planning We help clients think through real-world “what if” scenarios based on their goals, family dynamics, and risk factors. Examples include: • What if your spouse dies first? • What if a beneficiary is involved in a lawsuit or divorce? • What if someone contests your will? • What if a beneficiary predeceases you?	⚠️Warning Very Limited	✅ Included	✅ Included	✅ Included	✅ Included
Fiduciary Selection Advice We help clients choose the right people to serve as executor, trustee, and agents—and plan for backups if those choices can’t serve. This includes discussing trustworthiness, family dynamics, potential conflicts, and the practical realities of the role. We also help clients evaluate whether fiduciaries should serve individually or together as co-fiduciaries, including the tradeoffs around efficiency, accountability, checks and balances, and the risk of delay or conflict—so authority ends up in the right hands when it matters most.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
Incapacity Planning Advice We advise clients on when and how authority should activate for financial and medical decisions, what powers should be given, and what their practical effect will be, as well as the risk of abuse of those powers.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
Beneficiary Designation Advice Beneficiary designations on your accounts need to be coordinated with your estate plan. They can override your will, trigger tax issues, and naming minor children is usually a mistake.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
Personalized Probate Avoidance Plan Whether probate can be avoided with a will-based plan depends on the specific assets involved, how they are titled, and who they are intended to go to. In some cases, avoiding probate is possible and may reduce court involvement and related costs.	❌ Not Included	❌ Not Included	✅ Included	✅ Included	✅ Included
Asset Titling Advice How your assets are titled directly affects whether they must go through probate—and who ultimately receives them. We help clients understand and coordinate asset titling so it aligns with their overall estate plan.	❌ Not Included	❌ Not Included	✅ Included	✅ Included	✅ Included
6. Ongoing Guidance & Plan Longevity
Your Personal Estate Planning Attorney Who do you turn to if a document is questioned or something doesn’t go as expected? Who will your loved ones call if issues arise? An attorney who drafted your plan and understands your intentions is best positioned to help explain and guide next steps.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
Future Plan-Clarification Questions You can reach out anytime with questions to help you understand how your estate plan works. We’re happy to clarify provisions, explain how things function, and help you feel confident about your plan. This is intended for occasional questions and does not include ongoing advisory, repeated scenario analysis, document review, or plan changes. Most clients only need this a 1-2 times per year. If your needs become more frequent or in-depth, we’ll recommend a higher level of support. Responses are typically provided within 1–3 business days.	❌ Not Included	✅ Included	✅ Included	✅ Included	✅ Included
5-Year Estate Plan Review This is a scheduled estate plan review at the 5-year mark to ensure everything still works as intended. If a major life change occurs before then (such as a death, divorce, birth of a child, or a significant change in assets), your plan will be reviewed earlier instead.	❌ Not Included	❌ Not Included	✅ Included	✅ Included	✅ Included

Why Different Families Need Different Plans

Estate planning is not one-size-fits-all. The right approach depends on your goals, your family situation, your assets, and the types of risks or concerns you want to address.

For some families, a will-based plan may be appropriate. Others may benefit from probate avoidance planning, asset protection planning, or more flexible trust-based planning.

Factors that often influence the appropriate planning approach include:

Your family situation
Your assets and how they are titled
The ages and circumstances of your beneficiaries
The level of protection and flexibility you want
Whether you already have existing documents

That’s why many people begin by first getting clarity about their goals and options before deciding which type of plan makes the most sense for them.

Single Person

Married Couple

	DIY / Online Document Services	Family Legacy Guard's Essentials Plan	Family Legacy Guard's Preparer's Plan	Family Legacy Guard's Protector's Plan
	Approximately $ 100-300 $ 200-400 for a will & basic documents	Starting at $ 1,500 $ 2,000 for a will-based plan	Starting at $ 2,500 $ 3,000 for a will-based plan	Starting at $ 3,500 $ 4,000 for a will-based plan
1. Legal Documents
Last will & testament	✅ Included	✅ Included	✅ Included	✅ Included
Financial power of attorney	✅ Included	✅ Included	✅ Included	✅ Included
Medical power of attorney	✅ Included	✅ Included	✅ Included	✅ Included
HIPAA authorization	✅ Included	✅ Included	✅ Included	✅ Included
Directive to physicans (aka living will)	✅ Included	✅ Included	✅ Included	✅ Included
Guardianship declaration (self / children)	✅ Included	✅ Included	✅ Included	✅ Included
Designation of health care agent for children	⚠️ Depends on service provider	✅ Included	✅ Included	✅ Included
Pooled Testamentary Trust for Minor Children or Grandchildren A pooled testamentary trust is a single trust created at death that temporarily holds and manages multiple minors’ inheritances together to simplify administration and reduce cost, typically until the youngest beneficiary reaches a specified age or life stage, at which point the trust is distributed according to its terms. Its primary purpose is to avoid the necessity of a court-appointed guardian to manage the minor's assets.	⚠️ Some services include a similar option, but whether it’s properly activated may depend on how the software is used.	✅ Included	✅ Included	✅ Included
Probate avoidance deed If you have a traditional deed, a house that is in your name alone or you and your spouse's name will likely need to go through probate so your personal representative will have the authority to transfer your house to the new owner.	❌ Not included	❌ Not included	✅ Included	✅ Included
Beneficiary asset protection trust A beneficiary asset protection trust is a trust created for a beneficiary to protect inherited assets. Depending on the beneficiary’s needs, it can be designed to shield assets from creditors, lawsuits, and former spouses, or to support a beneficiary with special needs without jeopardizing eligibility for public benefits.	❌ Not included	❌ Not included	❌ Not included	✅ Included
2. Customization & Legal Effectiveness
Completely customizable documents	⚠️ Limited by software options	✅ Included	✅ Included	✅ Included
Texas-specific drafting	⚠️ Multi-state forms; no guarantee of legal accuracy or validity	✅ Included	✅ Included	✅ Included
Coordination across all documents	⚠️ Automated consistency, but no strategic coordination. Gaps and conflicts can still exist.	✅ Included	✅ Included	✅ Included
3. Signing, Execution & Recording
Proper execution under Texas law Different estate planning documents have different execution requirements under Texas law. Some must be notarized, some witnessed, and some should ideally be both witnessed and notarized—depending on the document and its contents. There are also specific rules about who may serve as a witness. Proper execution is critical to legal effectiveness and can help reduce challenges based on undue influence or lack of mental capacity.	⚠️ They do not guarantee signing instructions are legally effective.	✅ Included	✅ Included	✅ Included
Document witnessing & notarizing Many places will notarize one or two documents for a small fee, but they aren’t set up to administer witnesses’ oaths and handle a full estate plan signing. Trying to shortcut this process is risky when it comes to the legal validity of your estate plan.	❌ Typically $200–$300 for mobile notary and two witnesses for an estate plan signing (separate cost)	✅ Included	✅ Included	✅ Included
Attorney-supervised signing	❌ Not included	✅ Included	✅ Included	✅ Included
Record probate avoidance deed A deed may not be legally effective if it's not recorded.	❌ Not included	❌ Not included	✅ Included	✅ Included
4. Organization, Clarity & Family Usability
Asset Inventory & Tracker	⚠️ Depends on service provider; Typically online only	✅ Included	✅ Included	✅ Included
Personalized 5-Minute Annual Estate Plan Review Checklist	⚠️ Generic checklists are offered	✅ Included	✅ Included	✅ Included
Plain-English summary of your decisions This is a printed document added to your binder so you can quickly review your estate planning decisions in the future without wading through legalese.	⚠️ Depends on service provider	✅ Included	✅ Included	✅ Included
Tabbed Estate Plan Binder Organizing your estate plan making it easy to find and review is actually more important than you might think. When a will can't be found, the legal presumption is that it was revoked.	❌ Not Included	✅ Included	✅ Included	✅ Included
Full-Color 11″×17″ Plan Diagram As estate plans become more complex, it's helpful to have a visual that shows what happens at each stage of your plan over time. That’s exactly what this color diagram does.	❌ Not Included	❌ Not Included	✅ Included	✅ Included
5. Legal Advice & Strategic Coordination
"What If" Scenario Planning We help clients think through real-world “what if” scenarios based on their goals, family dynamics, and risk factors. Examples include: • What if your spouse dies first? • What if a beneficiary is involved in a lawsuit or divorce? • What if someone contests your will? • What if a beneficiary predeceases you?	⚠️ Very Limited	✅ Included	✅ Included	✅ Included
Fiduciary Selection Advice We help clients choose the right people to serve as executor, trustee, and agents—and plan for backups if those choices can’t serve. This includes discussing trustworthiness, family dynamics, potential conflicts, and the practical realities of the role. We also help clients evaluate whether fiduciaries should serve individually or together as co-fiduciaries, including the tradeoffs around efficiency, accountability, checks and balances, and the risk of delay or conflict—so authority ends up in the right hands when it matters most.	❌ Not Included	✅ Included	✅ Included	✅ Included
Incapacity Planning Advice We advise clients on when and how authority should activate for financial and medical decisions, what powers should be given, and what their practical effect will be, as well as the risk of abuse of those powers.	❌ Not Included	✅ Included	✅ Included	✅ Included
Beneficiary Designation Advice Beneficiary designations on your accounts need to be coordinated with your estate plan. They can override your will, trigger tax issues, and naming minor children is usually a mistake.	❌ Not Included	✅ Included	✅ Included	✅ Included
Personalized Probate Avoidance Plan Whether probate can be avoided with a will-based plan depends on the specific assets involved, how they are titled, and who they are intended to go to. In some cases, avoiding probate is possible and may reduce court involvement and related costs.	❌ Not Included	❌ Not Included	✅ Included	✅ Included
Asset Titling Advice How your assets are titled directly affects whether they must go through probate—and who ultimately receives them. We help clients understand and coordinate asset titling so it aligns with their overall estate plan.	❌ Not Included	❌ Not Included	✅ Included	✅ Included
6. Ongoing Guidance & Plan Longevity
Your Personal Estate Planning Attorney Who do you turn to if a document is questioned or something doesn’t go as expected? Who will your loved ones call if issues arise? An attorney who drafted your plan and understands your intentions is best positioned to help explain and guide next steps.	❌ Not Included	✅ Included	✅ Included	✅ Included
Unlimited Plan-clarification Questions Unlimited questions to help you understand how your existing estate plan works—answered without charge when no additional document review is required.	❌ Not Included	✅ Included	✅ Included	✅ Included
5-Year Estate Plan Review This is a scheduled estate plan review at the 5-year mark to ensure everything still works as intended. If a major life change occurs before then (such as a death, divorce, birth of a child, or a significant change in assets), your plan will be reviewed earlier instead.	❌ Not Included	❌ Not Included	✅ Included	✅ Included

Single Person

Married Couple (Single Joint Living Trust)

	DIY / Online Document Services	Family Legacy Guard's Preparer's Plan	Family Legacy Guard's Protector's Plan
	Approximately $ 400-500 $ 500-600 for a living trust & basic documents	Starting at $ 3,500 $ 4,000 for a living trust-based plan	Starting at $ 4,500 $ 5,000 for a living trust-based plan
1. Legal Documents
Living trust A living trust is a legal arrangement created during your lifetime that holds and manages your assets, allows them to be used for your benefit while you’re alive, and directs how they are distributed after death—often without court involvement.	✅ Included	✅ Included	✅ Included
Pour-over will A pour-over will is a will used alongside a living trust that directs any assets not already in the trust at death to “pour over” into the trust, so they are ultimately managed and distributed according to the trust’s terms.	✅ Included	✅ Included	✅ Included
Financial power of attorney	✅ Included	✅ Included	✅ Included
Medical power of attorney	✅ Included	✅ Included	✅ Included
HIPAA authorization	✅ Included	✅ Included	✅ Included
Directive to physicans (aka living will)	✅ Included	✅ Included	✅ Included
Guardianship declaration (self / children)	✅ Included	✅ Included	✅ Included
Designation of health care agent for children	⚠️ Depends on service provider	✅ Included	✅ Included
Pooled Trust for Minor Children or Grandchildren A pooled trust is a single trust created at death that temporarily holds and manages multiple minors’ inheritances together to simplify administration and reduce cost, typically until the youngest beneficiary reaches a specified age or life stage, at which point the trust is distributed according to its terms. Its primary purpose is to avoid the necessity of a court-appointed guardian to manage the minor's assets.	⚠️ Some services include a similar option, but whether it’s properly activated may depend on how the software is used.	✅ Included	✅ Included
Probate avoidance deed If you have a traditional deed, a house that is in your name alone or you and your spouse's name will likely need to go through probate so your personal representative will have the authority to transfer your house to the new owner.	❌ Not included	✅ Included	✅ Included
Beneficiary asset protection trust A beneficiary asset protection trust is a trust created for a beneficiary to protect inherited assets. Depending on the beneficiary’s needs, it can be designed to shield assets from creditors, lawsuits, and former spouses, or to support a beneficiary with special needs without jeopardizing eligibility for public benefits.	❌ Not included	❌ Not included	✅ Included
2. Customization & Legal Effectiveness
Completely customizable documents	⚠️ Limited by software options	✅ Included	✅ Included
Texas-specific drafting	⚠️ Multi-state forms; no guarantee of legal accuracy or validity	✅ Included	✅ Included
Coordination across all documents	⚠️ Automated consistency, but no strategic coordination. Gaps and conflicts can still exist.	✅ Included	✅ Included
3. Signing, Execution & Recording
Proper execution under Texas law Different estate planning documents have different execution requirements under Texas law. Some must be notarized, some witnessed, and some should ideally be both witnessed and notarized—depending on the document and its contents. There are also specific rules about who may serve as a witness. Proper execution is critical to legal effectiveness and can help reduce challenges based on undue influence or lack of mental capacity.	⚠️ They do not guarantee signing instructions are legally effective.	✅ Included	✅ Included
Document witnessing & notarizing Many places will notarize one or two documents for a small fee, but they aren’t set up to administer witnesses’ oaths and handle a full estate plan signing. Trying to shortcut this process is risky when it comes to the legal validity of your estate plan.	❌ Typically $200–$300 for mobile notary and two witnesses for an estate plan signing (separate cost)	✅ Included	✅ Included
Attorney-supervised signing	❌ Not included	✅ Included	✅ Included
Record probate avoidance deed A deed may not be legally effective if it's not recorded.	❌ Not included	✅ Included	✅ Included
4. Organization, Clarity & Family Usability
Asset Inventory & Tracker	⚠️ Depends on service provider; Typically online only	✅ Included	✅ Included
Personalized 5-Minute Annual Estate Plan Review Checklist	⚠️ Generic checklists are offered	✅ Included	✅ Included
Plain-English summary of your decisions This is a printed document added to your binder so you can quickly review your estate planning decisions in the future without wading through legalese.	⚠️ Depends on service provider	✅ Included	✅ Included
Tabbed Estate Plan Binder Organizing your estate plan making it easy to find and review is actually more important than you might think. When a will can't be found, the legal presumption is that it was revoked.	❌ Not Included	✅ Included	✅ Included
Full-Color 11″×17″ Plan Diagram As estate plans become more complex, it's helpful to have a visual that shows what happens at each stage of your plan over time. That’s exactly what this color diagram does.	❌ Not Included	✅ Included	✅ Included
5. Legal Advice & Strategic Coordination
"What If" Scenario Planning We help clients think through real-world “what if” scenarios based on their goals, family dynamics, and risk factors. Examples include: • What if your spouse dies first? • What if a beneficiary is involved in a lawsuit or divorce? • What if someone contests your will? • What if a beneficiary predeceases you?	⚠️ Very Limited	✅ Included	✅ Included
Fiduciary Selection Advice We help clients choose the right people to serve as executor, trustee, and agents—and plan for backups if those choices can’t serve. This includes discussing trustworthiness, family dynamics, potential conflicts, and the practical realities of the role. We also help clients evaluate whether fiduciaries should serve individually or together as co-fiduciaries, including the tradeoffs around efficiency, accountability, checks and balances, and the risk of delay or conflict—so authority ends up in the right hands when it matters most.	❌ Not Included	✅ Included	✅ Included
Incapacity Planning Advice We advise clients on when and how authority should activate for financial and medical decisions, what powers should be given, and what their practical effect will be, as well as the risk of abuse of those powers.	❌ Not Included	✅ Included	✅ Included
Beneficiary Designation Advice Beneficiary designations on your accounts need to be coordinated with your estate plan. They can override your will, trigger tax issues, and naming minor children is usually a mistake.	❌ Not Included	✅ Included	✅ Included
Personalized Probate Avoidance Plan To avoid probate each of your assets needs to be analyzed to determine if and how best they can avoid the probate process. Simply having a will or a trust does not necessarily avoid probate.	❌ Not Included	✅ Included	✅ Included
Asset Titling Advice How your assets are titled directly affects whether they must go through probate—and who ultimately receives them. We help clients understand and coordinate asset titling so it aligns with their overall estate plan.	❌ Not Included	✅ Included	✅ Included
6. Ongoing Guidance & Plan Longevity
Your Personal Estate Planning Attorney Who do you turn to if a document is questioned or something doesn’t go as expected? Who will your loved ones call if issues arise? An attorney who drafted your plan and understands your intentions is best positioned to help explain and guide next steps.	❌ Not Included	✅ Included	✅ Included
Unlimited Plan-clarification Questions Unlimited questions to help you understand how your existing estate plan works—answered without charge when no additional document review is required.	❌ Not Included	✅ Included	✅ Included
5-Year Estate Plan Review This is a scheduled estate plan review at the 5-year mark to ensure everything still works as intended. If a major life change occurs before then (such as a death, divorce, birth of a child, or a significant change in assets), your plan will be reviewed earlier instead.	❌ Not Included	✅ Included	✅ Included

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Estate Plans & Pricing

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Typical Estate Planning Price Ranges

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