How Much Does An Estate Plan Cost?
As you can imagine, we get the question, “How much does an estate plan cost?” all the time.
And, it’s a good question that we want to answer for you as clearly as we can. There is no one-size fits all solution for every family. We would run quickly from any lawyer who can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process.
You see, this is exactly why most estate plans fail.
Families shop around based on price because they don’t know any other way to shop for an estate plan. They end up with a traditional estate plan, which is just a set of documents that don’t actually work when you and your family need them.
Here’s 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 all of our plans with a Planning Session, which is designed to get you more financially organized than you’ve ever been before. It also ensures that none of your hard-earned assets will be lost to the Massachusetts Unclaimed Property Division when something happens to you.
Even if you never do any planning with us, the Planning Session alone is a hugely valuable process for you and your family because we will create a full inventory of your assets to ensure your family knows what you have.
Then, when we meet, we will review everything you own and discuss everyone you love. And, you’ll understand exactly what would happen to everything you own and everyone you love in the event of your death or incapacity.
If you don’t have a plan already, we’ll cover the plan that Massachusetts has for you. If you do have a plan, we will review your current plan with you. If you aren’t happy with your current plan or the plan Massachusetts has for you, you’ll tell us what you want to change. Then, we’ll look at the most effective, efficient, and affordable way to achieve your goals.
Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love. You won’t just be shopping around based on price.
And, the best part is that as a part of this process, you’ll 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.
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 so you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Okay, now having said all that, you probably want to at least know a price range for what estate planning will cost.
With all of that background in mind:
A Planning Session is $100;
An Estate Plan Check-Up for existing plans we didn’t create for you is $400. This $400 fee is applied to the cost of your package if you decide to work with us;
Our levels of planning for a comprehensive plan start at $3,950 for a married couple, and depends on the choices you make during your Planning Session. If you’re single, planning is discounted appropriately from there.
If, after reading this, you’re ready to make informed, empowered, educated decisions for the people you love instead of just shopping around for the cheapest plan, get started by scheduling your Planning Session. Or, call us with questions or to schedule your Estate Plan Check-Up.