Our services

Clear, Flat-Fee Packages That Match Your Family’s Needs

Whether you need a simple will or a comprehensive trust-based plan, we’ve built straightforward options so you know exactly what you’re getting , with no surprises. Our Prices Can't be Beat, Call To Get Pricing!

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Choose the plan that fits your family today. Start with essential protections or opt for more comprehensive coverage. And if your needs change in the future, upgrading is always an option. 

  • Essentials
  • Core Family Security
  • Legacy Plus (Tailored Plans for Complex Needs)
  • Lifelong Assurance

Essentials

Entry Level 1

Essentials for Peace of Mind

A straightforward will package for those who want to put basic protections in place. Covers guardianship for children and ensures your wishes are respected, no extras, just the essentials.

  • Basic Last Will and Testament
  • Nomination of guardians for minors
  • Affordable entry-level option for families
Entry Level 2

Guardianship Quick-Start

Designed for parents who want clarity about who will care for their children. Includes a will with guardianship (and alternates), powers of attorney, and a health care directive , all delivered in just 30 days.

  • Will with guardianship (plus alternates)
  • Financial Power of Attorney
  • Health Care Directive / Living Will
  • 30-day turnaround
  • Upgrade credit toward trust package

Core Family Security

Core Level 1

Skip Probate Package

(Our most popular plans — avoid probate and prevent family conflict) Skip the delays and costs of probate with a living trust-based plan. Includes a trust, pour-over will, powers of attorney, and asset titling guidance. Comes with a family-friendly binder and digital asset planning to keep everything clear and accessible.

  • Revocable Living Trust + Pour-Over Will
  • POA (financial & medical) + Health Directive
  • Asset titling & integration help
  • Family-friendly plan binder
  • Digital asset planning add-on (social, crypto, online accounts)
Core Level 2

Fair Inheritance Plan

Created for families with remarriage or children from prior relationships. Protects both your spouse and children by making inheritance terms clear, with a trust tailored to complex family dynamics, a plain-English chart, and a family meeting to prevent disputes.

  • Trust designed for remarriage + stepchildren
  • POA + Health Care Directive
  • Family meeting facilitation
  • Plain-English inheritance chart
  • 1-year check-in
  • Digital asset planning add-on

Legacy Plus

Tailored Level 1

Cross-Border Heirs Plan

Protects assets and heirs across borders with bilingual documents, heir instruction packs, and coordination with foreign counsel. Keeps international families connected with video/WhatsApp updates for loved ones abroad.

  • Bilingual Will/Trust (English + Spanish)
  • Heir instruction pack (for family abroad)
  • Asset titling & integration help
  • Foreign counsel coordination
  • WhatsApp/video updates for family
Tailored Level 2

Owner Continuity Pack

Built for small business owners who want to protect both family and company. Includes a trust with succession instructions, CPA/insurance coordination, and staff transition guidelines for seamless continuity.

  • Trust + business succession memo
  • CPA/insurance liaison
  • Key-person funding checklist
  • Caregiver instructions + benefits coordination
  • Family/staff transition instructions

Lifelong Assurance

Life-long Level 1

Probate Relief Package

Step-by-step support for executors and families after a loved one’s passing. We handle court filings, creditor notices, asset transfers, and communication with beneficiaries, so you don’t have to face it alone.

  • Executor guidance (step-by-step)
  • Court filings + creditor notices
  • Asset collection & distribution help
  • Beneficiary communication support
Life-long Level 2

Clarity & Confidence Plan (Annual Update Service)

Stay protected year after year with updates to your documents, new health directives, and plain-English summaries for your family. Includes priority access to our team whenever life changes happen.

  • Annual review & updates
  • New health care directives each year
  • Plain-English family summaries
  • Hotline for major life changes
Adaptable services

Smart Planning That Grows With You

Life changes, your estate plan should too. Whether you’re starting with essential protections or need advanced solutions, our services are built to adapt as your family, assets, and priorities evolve. You only pay for the level of protection you need today, with the ability to scale as life becomes more complex. From safeguarding young children to managing intricate estates, we create plans that grow with you, always keeping your loved ones secure.

Don’t see exactly what you need? We’ll create a customized plan that fits your situation, ensuring lasting protection and peace of mind.

Solid planning

Build a strong foundation for your family’s future. Our estate plans cover everything from wills and trusts to healthcare directives, giving you peace of mind that nothing is left undone.

Ongoing Support

Life changes, and so should your plan. We help you update documents, adjust for new family dynamics, and keep your estate strategy current so your loved ones are always protected.

Secure Protection

From preventing probate disputes to safeguarding inheritances, we ensure your assets and wishes are legally protected. Your family’s security is always our priority.