How Much Should My Estate Plan Cost?

The better question is: What will I pay to make sure my loved ones are protected?

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

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 First and foremost, I recommend you run as fast as you can from any lawyer who can tell you exactly what your plan will cost via email or over the phone, without ever having met you or engaged in a comprehensive discovery process.

You see, this is exactly why most estate plans fail. Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a set of documents that do not actually work when the family needs them.

If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.

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

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

  • We start all of our plans with a Life and Legacy 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 or incorrectly transferred when something happens to you.

Even if you never do any planning with me, the Life and Legacy 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, I will review your current plan with you—this is called 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 me what you would want to change, and together 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, not just shopping around based on price.

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.

I 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 Life and Legacy Planning Session is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time.

●        BUT, if you’d like to do a little preparation ahead of time and secure your appointment with a credit card, these initial sessions will be free. You can follow the instructions and schedule here. All I need is your commitment that you will do your homework and prepare for the meeting. That saves me time and saves you money so we can focus on educating you and designing your plan. Nothing is charged on your card so long as you keep your appointment and turn in your homework in advance.

●        Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,500 and $8,000 for a married couple, depending on the choices you make during the Life and Legacy Planning Session. If you are single, planning is discounted from there, appropriately.

●        AND, to honor and recognize the Heroes who serve and protect us all, as well as those who educate our kids, Goodwill Law automatically discounts all legal services 10% for all U.S. military Active Duty, Guard, and Reserve; Veterans; and Retirees, as well as all current K-12 educators.

If you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it the most), get started by booking your Life and Legacy Planning Session or Estate Plan Review and Check-up here.

And before we ever meet, before you do anything else, visit my Kid’s Protection Plan landing page to appoint a short-term guardian to ensure your children don’t end up in the custody of the State, even for a minute, if something happens to you.

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. Think of 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.

Click above to get your FREE REPORT and learn how to pick the attorney who is best for you.

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