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The Top Three Ways we are Different (But there is so much more…)

1. None of our ESTATE planning services are billed on an hourly basis. Everything we do together is billed at a flat rate and agreed to in advance, so there are never any billing surprises. You’ll know exactly what it will cost to work with us. After we get a clear picture of your needs and goals, you will choose your own fee. Then, after the initial planning process, there are options available for you to choose from so that you can ensure your plan stays up to date throughout your lifetime, and again you’ll know exactly what that costs and choose your own fee there as well.

2. Communication is the foundation of every good relationship. We do not ever want you to feel like you are not important to us, or that your voice is not heard. We can schedule time weekly throughout this process to touch base and address any questions or concerns you have along the way. In addition to that, once your plan is finalized, we can get together, virtually or in person, with the key people identified in your plan so that they will not be faced with any uncertainty when the time comes for them to implement your plan.

3. We focus on the things most important to you! Once we understand your biggest priorities, we will discuss all the options available to you. We will provide you with all the information you need concerning the state’s plan, a will-based plan, and a trust-based plan so you are equipped with the knowledge you need to make informed decisions about the design of your ESTATE plan. We also consider what is most important to the loved ones you leave behind with our Priceless Conversation program.

It Doesn’t Cost a Thing to Find Out

As you can imagine, we get the question “How much does an ESTATE plan cost?” all of the time. It’s a great question and probably one you are asking yourself right now. Here’s the thing…our ESTATE planning is not a “one-size fits all solution” for every family. Please run far away from any attorney who can quote a fee to you over the phone without a comprehensive discovery process!

We can assure you that we’ve priced our ESTATE plans for you and your family at the intersection of affordability and effectiveness. Our plans will not only save your family a great deal of money in the long run, but our plans will ensure that your family stays out of Court and out of conflict during a time when they have just lost one of their most beloved people.

Although, I can’t at this point in our relationship tell you how much your plan will cost, I can promise you that it doesn’t cost a thing to find out. In fact, you will receive up to $1,700 in free legal services before you ever get to the point of deciding if you want to plan with us. Why!?! Why would we do this? Because our passion is to help families protect everyone and everything important to them. We believe in giving massive value to those we serve. We want to bless your socks off! And if you do decide to plan with us, the extra value, that you won’t get anywhere else, will continue to flow.

Ready To Plan With Us?

Book your ESTATE Planning Education & Empowerment Session now and when you move forward with planning with us you will get our HAPPY KIDS course absolutely free!

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Did You Know!?!

69% of parents have not yet named guardians for their kids? And of the 31% who have, many make mistakes somewhere in the process. Fill out this form and we will email you our Free “Top 10 Mistakes Parents Make When Naming Guardians” PDF.

Peace of Mind for You and Your Family

Whether you are unsure or ready to move forward, use this link to schedule a free 15-minute meaningful conversation so we can help you plan your next best step and help you gain peace of mind for you and your family.

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