Estate planning at Goodwill Law is not one size fits all. I offer 3 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, I’ve got you covered.

Generally, if you’re a married couple with kids, I can provide everything from simple plans that protect your children and memorialize your wishes to significant asset protection after death + maximum protection for your assets from inadvertent loss or the expense and vagary of the probate process. For these services, my fees range between $2,500 and $8,000. It’s my opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less than what I offer here.

I’ve priced this planning for you, at the intersection of affordability and effectiveness. When we meet for your Life and Legacy Planning Session, I will review the 3 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. My 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. 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.

Personalized Service

I believe in personalized service for each and every client. My approach is educational and proactive – I educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell me what you want most, so I can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.

I represent families throughout varying stages of life:

● traditional two parent families or single parents wishing to provide for and protect their children and themselves;

● unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,

● blended families negotiating the challenges of creating new relationships with varying expectations

● families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance

● high net worth families seeking strategies for minimizing estate and income taxes

● family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership

● estate executors and beneficiaries navigating the court process of probate administration

● family members or trustees carrying out the legacy left behind through a trust administration

Ensure Your Plan Is Current

I offer an annual membership program to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of these membership programs or not, I keep all of my clients updated about changes in the law and issues that might affect your life. You can learn more about this LIFE AND LEGACY VIP PROGRAM here.

I often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents to basic planning documents for young adult children, all are invited to become part of my client family.