Estate planning at Life and Beyond Estate Planning is not one size fits all.
We offer three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family.
From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.
Depending on your needs, our fees range between $2,000 up to $8,000 for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.
If you are looking for the cheapest planning, you may as well read up and do it yourself because you will get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.
We have priced our planning for you at the intersection of affordability and effectiveness.
When we meet for your Life and Beyond Estate Planning Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.
There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can
make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Personalized Services And Fees
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
