Proactive Plans

Our Thoughtful Proactive Planning Packages Provide Varying Levels of Protection, Suited to Your Unique Needs and Goals

Level One

Personal Protection Plan

For Those Who…

Don’t have assets that would have to go through the court process of Probate, but do want to guarantee their health care wishes are turned into directives and their loved ones can access their assets for their benefit using a durable power of attorney if they become incapacitated.

Your Personal Plan…

  • Health Care Power of Attorney
  • Medical Information Waiver
  • Living Will
  • Power of Attorney for Finances
  • Parents with minor children, a Child Protection Package to ensure your children are raised by the people you want, in the way you want and never taken out of your home by authorities.

We’ve got you covered

FEE LEVEL INDIVIDUAL: $600
FEE LEVEL COUPLE: $1,000

Installment Plans Available

Level Two

Probate Avoidance Plan

For Those Who…

Have assets that would go through the court process of Probate, want their health care wishes turned into directives and assure their loved ones can access their assets using a durable power of attorney if they become incapacitated.

Parents, your children are well cared for no matter what.

Your Probate Avoidance Plan…

  • Everything in the Personal Protection Plan
  • A Last Will and Testament
  • Probate Avoidance Techniques

You are well taken care of if anything happens.

FEE LEVEL INDIVIDUAL: $1,200
FEE LEVEL COUPLE: $1,600

Installment Plans Available

Level Three

Trust Plan

For Those Who…

Want total assurance and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. Clients choosing the Trust Plan may also opt to protect their beneficiary’s inheritance from lawsuits, spouses and estate taxes.

Your Trust Plan…

  • Everything in the Probate Avoidance Plan
  • Trust or Trusts
  • Trust Summary; Pour Over Will; Fiduciary Summary; Name Summary; Funding Instructions; Certificate of Trust; Affidavit of Trust; Assignment of Property; Deed(s)

Provides peace of mind knowing we are here to guide you during life & care for your family later. The Trust Plan keeps your loved ones out of Court, all your affairs totally private, and ensures your family can turn to us when necessary. All asset transfers will be handled by you, with unlimited guidance and support from us.

FEE LEVEL INDIVIDUAL: $2,400
FEE LEVEL COUPLE: $3,100

Installment Plans Available

Level Four

Total Wealth Plan

For Those Who…

Want the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care. WE DO IT ALL FOR YOU!

Your Wealth Plan…

  • Everything in the Trust Plan 

PLUS we analyze how each of your assets is titled and handle all asset transfers for you to guarantee your plan works for your family.

We prepare a Family Wealth Inventory, complete all bank, brokerage, insurance and retirement account documents to transfer title and change beneficiaries.

FEE LEVEL INDIVIDUAL: $5,500
FEE LEVEL COUPLE: $7,150

Installment Plans Available

Prices subject to change without notice.