Schedule a Confidential Family Protection Review
Whether you need a will, trust, powers of attorney, probate guidance, or a review of your current estate plan, Estate & Risk™ can help.
Complete the form below and we will contact you to discuss your goals and options.
GET IN TOUCH
Not Sure Where to Start? We will walk you through your options and help you determine the right level of planning based on your goals, family situation, and assets.
Most clients choose a coordinated estate planning package rather than individual documents—ensuring clarity, efficiency, and long-term protection.
What Documents May Be Included in an Estate Plan? A comprehensive estate plan is not a single document—it is a coordinated system designed to protect your assets, your family, and your decision-making authority during life and after death. Most individuals are surprised to learn how many separate documents may be involved when planning is done individually. Estimated individual document pricing (if prepared separately) may include:
A coordinated estate plan ensures these documents work together effectively. Most clients benefit from structured planning rather than preparing documents individually—resulting in greater clarity, fewer gaps, and long-term protection.
While estate planning documents can be prepared individually, most clients benefit from a coordinated plan designed to ensure all components work together effectively.
CORE ESTATE PLANNING DOCUMENTS • Last Will and Testament: $500 – $1,200 • Revocable Living Trust: $1,500 – $4,500+ • Pour-Over Will: $400 – $700 • Certificate of Trust: $300 – $500
TRUST & ADVANCED PLANNING • Irrevocable Trust: $3,500 – $10,000+ • Special Needs Trust: $2,500 – $6,000+ • Testamentary Trust: $800 – $2,000+ • Minor’s Trust: $1,500 – $3,500 • Charitable Trust: $3,000 – $7,500+ • Pet Trust: $800 – $2,500 • Cottage / Legacy Property Trust: $2,500 – $6,000+
INCAPACITY & DECISION-MAKING • Durable Financial Power of Attorney: $200 – $400 • Health Care Power of Attorney: $200 – $400 • Living Will / Advance Directive: $200 – $400 • HIPAA Authorization: $50 – $150 • Mental Health Power of Attorney: $200 – $400
PROPERTY & PRACTICAL PLANNING • Lady Bird Deed: $400 – $900 • Final Disposition Instructions: $100 – $300 • Funeral Representative Designation: $100 – $300 • Personal Affairs Instructions: $150 – $400
BUSINESS & SUCCESSION PLANNING • Business Succession Plan: $1,500 – $5,000+ • Buy-Sell Agreement: $2,000 – $6,000+ • Entity Planning Integration: $1,500 – $3,500+ • Key Person Planning: $1,000 – $3,000+