Personalized
Estate Planning Strategy
Not Sure What Type of Estate Plan You Need?
Get personalized guidance from Attorney Kyle Rhodes before committing to a full estate plan.
For a $250 flat fee, you’ll receive a written estate plan recommendation tailored to your family, goals, and circumstances — so you can make the right decision without pressure.
It’s Hard to Make Good Decisions Without a Trusted Guide
Most people know they need an estate plan, but they’re not sure:
- Whether a will is enough or if a trust would be better
- What documents they actually need
- Whether they should hire an attorney or do it themselves
- How much they should spend — and why
- What planning approach makes the most sense for their family and assets
An Alternative to the Typical Free Consultation
Many people turn to a free consultation with an attorney hoping to get answers. These consultations can be a helpful way to meet an attorney, ask general questions, and learn about the planning process.
But because they are usually brief and introductory in nature, there is often not enough time to fully analyze your situation. As a result, it may not yet be possible to provide a clear recommendation about the planning approach that best fits your needs or the expected cost involved until additional information has been gathered.
Our Personalized Estate Planning Strategy is designed for people who want more personalized guidance before deciding how to move forward. Instead of just a brief introductory meeting, the process includes an online information-gathering stage, a Strategy Meeting, and a written strategy delivered to your inbox.
Unlike a typical introductory consultation, the Strategy is a standalone professional service—not simply a preliminary sales meeting. You are paying for the time required to review your circumstances, discuss your options, and prepare a personalized written recommendation you can keep. There is no obligation to hire Family Legacy Guard to create your estate plan afterward.
This May Be a Good Fit If:
- You are not sure what type of estate plan you need
- You want more than a brief introductory consultation
- You are trying to decide between a will-based plan and a trust-based plan
- You want personalized attorney guidance before deciding how to move forward
- You want to understand the expected cost before committing to an estate plan
- You want a written recommendation you can review and think through before making a decision
How It Works
1. Complete Your Estate Planning Profile Online
Tell us about your family, goals, concerns, assets, and circumstances so we can understand your situation before the Strategy Meeting.
2. Attend Your Estate Planning Strategy Meeting
Attorney Kyle Rhodes will review your Estate Planning Profile ahead of time, ask follow-up questions, discuss your options, and help you understand the planning considerations that matter most for your situation. You can join the meeting by phone or computer.
3. Receive Your Personalized Estate Planning Strategy
After the meeting, Kyle will prepare and email you a written recommendation regarding the planning approach we believe best fits your goals and circumstances. You decide if and how you want to move forward.
Ready to Move Forward with Confidence?
Get personalized guidance before committing to a full estate plan. Your $250 Strategy fee will be credited toward your estate planning fee if you move forward within 90 days.
$250 Flat Fee
Frequently Asked Questions
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Why should I pay $250 when some attorneys offer free consultations?
Free consultations can be useful for meeting an attorney and learning generally about the firm’s services. However, they are usually brief, introductory meetings and may not include a full review of your situation, comprehensive legal advice, or a written recommendation.
The Personalized Estate Planning Strategy is a standalone professional service. Before your Strategy Meeting, Attorney Kyle Rhodes will review the information you provide about your family, assets, goals, and concerns. After discussing your options with you, he will prepare a written recommendation explaining the planning approach that appears appropriate and the expected cost.
You can use that information to decide whether and how you want to move forward, with no obligation to hire Family Legacy Guard. If you do hire us to create your estate plan within 90 days, the $250 Strategy fee will be credited toward the cost of your plan.
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Will I be pressured to hire Family Legacy Guard afterward?
No. The Personalized Estate Planning Strategy is a standalone professional service designed to help you understand your options before committing to a full estate plan. If additional planning appears appropriate, we’ll explain what we recommend and what it would cost. If you decide not to move forward with Family Legacy Guard, there is no obligation or pressure to do so.
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Will you automatically recommend a trust?
No. A trust can be useful in some circumstances, but it is not the right choice for everyone. Your recommendation will be based on your family, assets, goals, concerns, and other relevant circumstances. Depending on your situation, we may recommend a will-based plan, a trust-based plan, another approach, or that you do not need a new estate plan at this time.
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What exactly will I receive?
After completing your Estate Planning Profile questionnaire online, you'll have a 30-minute Strategy Meeting with Attorney Kyle Rhodes, and receive a written Personalized Estate Planning Strategy.
The written Strategy will identify the planning approach we recommend, explain why it appears appropriate for your circumstances, and provide the expected cost of having Family Legacy Guard create the recommended plan.
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Does the $250 include the preparation of my estate planning documents?
No. The Strategy includes an attorney’s review of your circumstances, a Strategy Meeting, and a written recommendation. It does not include preparing a will, trust, power of attorney, or other estate planning documents. If you decide to have Family Legacy Guard create your estate plan within 90 days, your $250 Strategy fee will be credited toward the cost of the plan.
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What if I decide not to move forward after receiving my Strategy?
That is completely fine. The purpose of the Strategy is to help you make an informed decision before committing to a full estate plan. Your written Strategy is yours to keep, and you are under no obligation to purchase additional services from Family Legacy Guard.
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Can I take the recommendation to another attorney?
Yes. Your written Strategy is yours to keep, and you are not required to hire Family Legacy Guard afterward. However, another attorney may have a different approach, may need to conduct an independent evaluation, and is not required to follow our recommendation or pricing.
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Does my spouse need to participate in the Strategy?
If you and your spouse are planning together (most married couples do), both of you should participate in completing the Estate Planning Profile questionnaire and attending the Strategy Meeting. This helps us understand your shared goals and any areas where your needs or preferences may differ.
If you want to plan separately from your spouse, then each of you should hire your own separate attorney.
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How long does the process take?
As soon as you purchase a Strategy, you'll be given access to your Estate Planning Profile questionnaire to complete. It generally takes about 30 minutes.
When your Profile is complete, you'll be able to self-schedule your Strategy Meeting online. You can generally schedule it in as soon as 4-7 days.
After the meeting, you'll receive your written Strategy in 3-5 business days in most cases (not including holidays).
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Is the Strategy Meeting held in person?
The Strategy Meeting is held remotely, so you can participate from home by phone or computer. You do not need to travel to our office.
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What if I already have an estate plan?
The Personalized Estate Planning Strategy is primarily intended for people deciding what type of new estate plan they need. If you already have estate planning documents and want an attorney to review them for potential concerns, the Estate Plan Checkup may be a better fit.
Have Additional Questions?
If you're not sure where to start or would like help determing the best next step, contact us.