Estate planning Packages

Couple in Nature


Designed for clients with adult children who simply need to put their house in a trust to avoid probate.

Priced at:

$595 (individual)

$695 (couple)

Family at a Beach


Designed for clients with young children who want to leave assets in trust for their benefit.

Priced at:

$795 (individual)

$995 (couple)

Portrait Of Multi-Generation Chinese Family Relaxing In Park Together.jpg


Designed for clients who are subject to the estate tax or have a special needs beneficiary.

Priced at:

$1,495 (individual)

$1,995 (couple)

*recording fees and transfer stamps (if applicable) are not included.