Estate Planning
How it Works
Once a package is purchased, our team will be in touch to get the process started to protect your family/business!
Basic Will
(up to $250,000 in assets)
$275
Ideal for individuals or families with fewer assets who need a simple will.
Covers basic provisions such as asset distribution, and appointment of an executor.
Standard Will
($250,001 - $800,000 in assets)
$575
Includes more complex provisions for asset distribution, possible trusts, and more detailed instructions for executors.
May include provisions for handling business assets or property with specific instructions.
Enhanced Will
($800,001 - $1,000,000 in assets) / (Including Trusts or Special Needs Planning)
$1775
For individuals with significant assets, including multiple properties, investment accounts, and/or business interests.
Includes more complex estate planning strategies, possibly including trusts, specific bequests, and special tax provisions.
High Net-Worth Will
($1,000,001 and above in assets)
Custom Pricing
(based on complexity, complete contact form)
Tailored for high-net-worth individuals with complex estates, large investments, family businesses, or multi-generational planning.
Includes advanced estate planning strategies, asset protection, and tax minimization planning. Could include setting up trusts, foundations, or managing cross-border asset distribution.