Levels of Planning


Estate planning is not one size fits all. We offer different levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.

We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your free consultation, we will review the planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.


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.

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