"Christie made it SO EASY to create an estate plan. It's something that my husband and I have been meaning to do forever. Thanks to Christie we finally have an estate plan. I feel so relieved and sleep better at night." - Danielle F.
$3,500 Personalized Estate Planning (valued at $5,975)
Customized personal estate plan tailored to your family’s needs.
Customized personal estate plan tailored to your family’s needs.
DELIVERABLES INCLUDE:
OPTIONAL UPGRADES:
TIMELINE:
On average this takes 6-8 weeks (depending on your turnaround time for paperwork and revisions).
YOUR NEXT STEPS:
1) Schedule a consultation ask questions and see if I'm the right attorney for you.
2) Confirm via email you’re ready to go! Receive your electronic invoice and paperwork. Sign and pay!
3) We have started! Let’s schedule and have our first discovery meeting.
4) I’ll draft documents.
5) You approve and sign. You follow some brief instructions on funding your new trust. You’re all done!
- 45 Minute Initial Consultation with you (and spouse where applicable) -> valued at $275
- Review of your current estate plan (where applicable) -> valued at $200
- Personalized Executive Summary of your Estate Plan -> valued at $500
- Personalized Next Step Advisement Plan -> valued at $500
- Review and counsel regarding beneficiary designations -> valued at $350
- 1 hour video consultation to discuss your estate planning goals, tax savings, and ensuring your assets get to the right loved ones. -> valued at $350
- 1 hour video consultation to review your new estate plan. -> valued at $350
- Document drafting, including any re-drafting of: wills, revocable trust, powers of attorney, advance directive, assignment of personal property and drafting of memorandum of personal belonging for specific bequests, and drafting of real property deed for primary residence. -> valued at $1,925
- Hard copies of original documents.-> valued at $125
- Follow up emails to respond to title questions -> valued at $350
- Real Property title search and deed. -> valued at $200 per property
- Review of your estate plan with family, successor trustee, upon death or disability -> valued at $350
- Notary fees -> valued at $150
- PDF electronic copy of final, executed, estate plan.
- Final meeting to review estate plan summary and action steps. -> valued at $350
OPTIONAL UPGRADES:
- Additional home:$400 per home
- Closely held businesses: $500 per business
- Hard copies of all estate planning documents, organized in binder: $150
TIMELINE:
On average this takes 6-8 weeks (depending on your turnaround time for paperwork and revisions).
YOUR NEXT STEPS:
1) Schedule a consultation ask questions and see if I'm the right attorney for you.
2) Confirm via email you’re ready to go! Receive your electronic invoice and paperwork. Sign and pay!
3) We have started! Let’s schedule and have our first discovery meeting.
4) I’ll draft documents.
5) You approve and sign. You follow some brief instructions on funding your new trust. You’re all done!
Want To Learn More?
- Learn how to protect your children through the nomination of a guardian you trust.
- Learn what a trust is and how can it protect your assets and your loved ones.
- Learn how to successfully fulfill your role as a trustee or executor after a loved one has passed away.
- Learn what probate is. And, why you want to avoid it.