Are You Ready to Protect Your Business and Assets with Expert Trust and Estate Planning?

Why Do you need a Trust & an Estate Plan?

You would't want leave your family's future to chance, take control today and ensure that your assets are protected and distributed according to your wishes. Contact us now to schedule a consultation and learn how we can help you.

Don't you want safeguard your business and your family's future with our customized trust drafting services. Schedule a consultation today and let us help you plan for the unexpected.

As well as protect against risk of your assets, by protecting them and securing your loved ones' future with our trust drafting services.

All while NEVER leaving your business and assets exposed, take the necessary steps today to secure your loved ones' future with our trust drafting services. Contact us now to schedule a consultation.

Because everyone starts off at different places in their Legal Legacy Journey, we offer three types of Trust + Estate Planning Packages:

Standard Trust & Estate Plan:

Ideal for those looking to protect their personal assets and ensure their health and long-term care wishes are followed.

Standard Trust & Estate Plan Fee $1,875

Intermediate Trust & Estate Plan:

Do you have children, running a business or are you well on way to becoming a real estate tycoon? Yes to any of those then you need a more robust Trust and Estate Planning guidance to ensure your Legacy is properly secure.

Intermediate Trust & Estate Plan $2,475

Comprehensive Legal Retainer:

Are you a serial entrepreneur or maybe you’re killing the 9-5 game and have wisely invested, finding yourself with assets valuing over 100K ? Then a more comprehensive Trust & Estate Planning is needed with the proper Legal Guidance on how you can secure your Assets while ensuring your loved ones are taken care of for generations to come.

Creative Legal Retainer Monthly Fee $10,500

PLEASE READ:

Don’t want to be locked into a super long agreement? All Legal Retainers can be canceled at any point. Just hit cancel AT LEAST 15 days prior to your next billing date.

One last thing, due to the hands on nature of Client- Legal and/or Business Advisor relationship, only a limited amount of Retainer Clients are taken. Therefore, Retainer Fees are nonrefundable as you are paying for access to the above services on a monthly bases and they do not roll over monthly. i.e. if you only have one (1) call in the month you are not eligible for  extra calls the following month.