Which Estate Plan Is Right for You?
Foundational Plan
For individuals or families who are… looking to designate the people who will make their asset protection, medical and financial decisions in the event of disability or incapacity and are comfortable with their estate potentially going through probate. Individual: $2,200- $2,800
Married couple: $2,800- $3,400
Enhanced Plan
For individuals or families who are… looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones.
Individual: $4,400- $5,600*
Married couple: $5,200- $6,400*
Premium Plan
For individuals or families who are… looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also… wish to pass the maximum amount of wealth possible to their beneficiaries by utilizing estate tax minimization techniques.
Individual: varies based on documents selected*
Married couple: $6,700 – $8,400*
Medicaid Planning Options
Asset Protector
For individuals or families who are… looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also… want to protect their hard earned assets from the rising costs of long term care.
Individual: $6,500- $7,700*
Married couple: $7,200- $8,400*
Family Wealth Preserver
For individuals or families who are… looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also… want to protect their hard earned assets from the rising costs of long term care and who also… wish to pass the maximum amount of wealth possible to their beneficiaries by utilizing estate tax minimization techniques.
Individual: varies based on documents selected*
Married couple: $7,700- $9,900*