As you can imagine, we get the question “how much should my estate plan cost” quite frequently.

And, it's a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family.  Every person's assets, family dynamics, and goals are different.  That is why we learn all of those things before we quote a flat rate fee for you.  

In the meantime, here's what I can assure you:

We've priced our estate planning for you and your family at the intersection of affordability and effectiveness.

We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you.

Even if you never do any planning with us, the Family Wealth Planning Session alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.

Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity. 

If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). 

If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.

Here's the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love.

And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice. 

We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions.

Okay, now having said all that, you probably want to at least know a range of what estate planning will cost. 

With all of that background in mind:

• A Family Wealth Planning Session is normally $750. However, there is a way to get this for free!  To get a complimentary Family Wealth Planning Session, we both have some stake in the game.  You agree to do a little homework up front, to bring your spouse if you have one, and to show up for your appointment.  We agree to review your information before the meeting and be fully prepared to discuss your individual and unique circumstances.  This is the best way to find out what your estate plan will really cost.  
• Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and $8,000, depending on the choices you make during the Family Wealth Planning Session. 

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love, get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up.  Call (715) 410-0372 to schedule.  If you have more questions about this process, schedule a 15 minute call here: SCHEDULE 15 MIN CALL

In 10 minutes, this FREE website will help you protect your kids if something unthinkable happens to you prior to creating your formal estate plan. This of it as the first step to ensuring your kids are raised by the people you want, in the way you want, no matter what.