The Family Plan
For the family who... Doesn’t have assets that would go through the court process called probate upon death, but who do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
Keeps your family out of conflict.
Your Family Plan Includes:
Includes your Will, Health Care Directives & Powers of Attorney so you know that you are well taken care of if anything happens. Also, includes the Kids Protection Plan® to ensure your children are always raised by the people you want, in the way you want and never taken out of your home by the authorities.
May include post-death trust planning to protect assets for the people you love.
We’ve got your family covered.
The Trust Plan
For the family who... Wants the total assurance and peace of mind of knowing your family would stay out of Court and out of conflict, in the event of your death or incapacity. And wants to ensure assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. Under this plan, you may also opt to protect your beneficiary’s inheritance from lawsuits, spouses and estate taxes.
Your Trust Plan Includes:
Provides peace of mind knowing we are here to guide you during life & care for your family later.
The Trust Plan keeps your loved one’s out of Court, all of your affairs totally private & ensures your family can turn to us when necessary.
All asset transfers will be handled by you, with unlimited guidance and support from us. A Kids Protection Plan® will be included if you have minor children.
The Wealth Plan
For the family who... Wants the total assurance and peace of mind of the Trust Plan AND also all of the comfort of knowing that assets transfers have been taken care of by our office, so nothing is left out or lost because you got too busy. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
Your Wealth Plan Includes:
Includes all components of the Trust Plan PLUS we analyze how each of your assets are titled and handle all asset transfers for you to guarantee your plan works for your family.
We prepare a Family Wealth Inventory, complete all bank, brokerage, insurance and retirement account documents to transfer title and change beneficiaries.
How Much Does Estate Planning Cost?
As you can imagine, we get the question “how much does an estate plan cost” quite frequently. It’s a good question and I want to answer it for you as clearly as I can, given that there is not a “one-size fits all solution” for every family.
I would avoid an attorney who can tell you exactly what your plan would cost without meeting you first. This is exactly why so many estate plans fail.
Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.
Here is what I can assure you:
We've priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start the planning process off with a Family Wealth Planning Session, which is designed to get you more financially organized than you have ever been before.
Even if after the Family Wealth Planning Session we decide not to work together, the Family Wealth Planning Session is a hugely valuable process for you and your family, because you will create a full inventory of your assets to ensure your family knows what you have.
When someone passes away and their family doesn’t know what they have and where it is, there’s a huge danger that the wealth they’ve worked so hard to accumulate will be lost to the Georgia Department of Unclaimed Property. This asset inventory will help protect your family from ever dealing with that.
When we meet in person, we will review everything you own; discuss everyone you love; and help you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.
If you do not have a plan, we will cover the plan Georgia has for you. If you do have a plan, we will review your current plan with you. We call this an estate plan review and check-up. If you are not happy with your current plan (or the plan Georgia has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.
One thing I consistently tell clients is you will never pay me a penny unless you believe that the value of the work is worth many times more than the cost of the services. The beauty of this process is you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price. In fact, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.
In order to help you make that choice, we have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love. This way, you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions.
3 Planning Levels
With all that background in mind: a Family Wealth Planning Session is valued at $750, or if you have an existing estate plan and want our attorney to review it for you, an Estate Plan Review and Checkup is valued at $950.
The great part is, if you do a little preparation ahead of time to make your appointment as valuable a use of your time as possible and bring your spouse, if you are married, then the fee for the Family Wealth Planning Session is waived. That saves me time and saves you money.
Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and $8,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session. If you are single, planning is discounted from there, appropriately.
If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) below!