The TODI Plan
- Designed for clients who want a simple estate planning solution to transfer assets directly to a named beneficiary and avoid probate.
- Ideal for homeowners with adult children or anyone looking for affordable estate planning.
- Flat-fee pricing: $695 / $795 (individual / couple)
The One-Trust Plan
- A comprehensive estate plan with a revocable living trust to help you avoid probate and plan for incapacity.
- Ideal for young families, parents, or individuals who want more control over how assets are managed and distributed.
- Flat-fee pricing: $1,795 / $1,995
The Two-Trust Plan
- Advanced estate planning strategy using multiple trusts for asset protection, tax planning, and complex family situations.
- Ideal for high-net-worth individuals, blended families, or those needing estate tax planning or special needs planning.
- Starting at $2,995