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Estate planning

We believe estate planning is a critical component of comprehensive wealth management.  While we are not attorneys, we have partnered with an organization to help provide you with an estate plan (Trusts, Wills, Powers of Attorney, and Healthcare Directives) in a time-efficient and cost-effective manner. Our team will guide you through the process of obtaining information and documents for your personalized plan which will then be prepared and reviewed by our partner’s industry leading estate planning attorneys to provide you with a professional estate plan.

Topics Covered

Beneficiaries

Who is going to get everything?

Method of Distribution

How will the beneficiaries get everything (ages, no restrictions, etc.)?

Trustee/Executor/
Power of Attorney

Who will make financial decisions for you if you cannot?

Health Care
Power of Attorney

Who will make health care decisions for you if you cannot?

Guardian (if necessary)

Who will have physical custody of minor children?

Estate Plan Cost

Trust-Based Plan

$1,750

Includes Trust and Financial/Healthcare POAs

Will-Based Plan

$1,000

Includes Will and Financial/Healthcare POAs

Powers Plan


$500

Includes Financial/Healthcare POAs

Deed for Real Estate

$250 per property

*Deed pricing may vary by state

Includes deeding home into Trust

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