Live Your Best Life. Protect What You've Built.
Leave a Lasting Legacy.
Good estate planning isn’t about dwelling on worst-case scenarios. It’s about giving yourself the freedom to live fully, knowing that you, your loved ones, and everything you’ve built are protected.
Think of it like an insurance policy for your life's work
You insure your home against fire. You insure your car against accidents. But what about everything you’ve spent a lifetime building—your savings, your business, your family’s future? Estate planning is the insurance policy that protects it all, so you can stop worrying about “what if” and start living with confidence.
Live with Purpose & Peace of Mind
When your plan is in place, you’re free to focus on today—your career, your family, your passions—without that nagging feeling that something important is left undone.
Maximize What You've Built
Why give more to taxes than you have to? Smart planning keeps more of your hard-earned wealth working for you and the people you love—not the government.
Protect & Transfer on Your Terms
You decide who gets what, when, and how. No court involvement, no public probate records, no family disputes over your intentions. Your wishes, honored exactly.
Shield Your Family from the Unexpected
If something happens to you, your family won’t be left scrambling. They’ll have clear guidance, immediate access to resources, and protection from creditors, lawsuits, and bad decisions.
Transparent, Flat-Fee Pricing
No hourly billing surprises. No hidden costs. You’ll know exactly what you’re investing before we begin.
Level 1
Essential Estate Planning
The Foundation Everyone Needs
$1,750 individual / $2,950 couple
This is the starting point—the basic protection every adult should have in place.
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What you get:
- A Will that directs who inherits your assets and names guardians for your minor children
- Financial Power of Attorney so someone you trust can manage your finances if you're incapacitated
- Healthcare Proxy & Advance Directives to appoint medical decision-makers and document your wishes
This is right for you if:
- Your estate is relatively straightforward
- You want essential protections in place now
- You're not currently concerned about probate avoidance or complex tax planning
Level 2
Advanced Will Planning
Built-In Protection for Your Beneficiaries
Custom-quoted
Typically between Essential and Comprehensive pricing
Your plan is still centered on a will, but with testamentary trusts (trusts created by your will) that activate at your death to protect what you leave behind.
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What this does for your family:
- Shields inheritances from your beneficiaries' future creditors, lawsuits, or divorcing spouses
- Provides structure through a trustee who manages distributions according to your wishes
- Incorporates tax-smart features when appropriate for your estate size
This is right for you if:
- You want more protection than a basic will provides
- You're concerned about how beneficiaries will handle an inheritance
- You want tax-conscious planning without the complexity of a living trust
Level 3
Comprehensive Trust-Based Planning
Avoid Probate. Protect Privacy. Maintain Control.
$3,950 – $6,250
$3,950 individual | $5,550 couple (joint) | $6,250 couple (separate)
Personalized, counseling-based planning designed around your unique family, goals, and concerns.
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What you get:
- Educational, Design, and Delivery meetings to ensure your plan truly reflects your wishes
- Revocable Living Trust(s) and Pour-Over Wills that keep your estate out of probate court
- Complete disability planning including a disability panel and detailed care instructions
- Beneficiary protections from creditors, lawsuits, and divorce
- Organized Estate Planning Portfolio so everything is in one place
- Optional provisions for pets, trust protectors, and more
This is right for you if:
- You want more protection than a basic will provides
- You're concerned about how beneficiaries will handle an inheritance
- You want tax-conscious planning without the complexity of a living trust
Level 4
Advanced Estate & Wealth Transfer
Minimize Taxes. Preserve Wealth Across Generations.
$3,500 – $7,500+
Individual structures $3,500–$7,500+; full implementations mid-four to low-to-mid five figures
For those with significant assets, business interests, or potential estate tax exposure, basic planning isn’t enough.
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Strategies may include:
- Irrevocable Life Insurance Trusts (ILITs) to remove insurance proceeds from your taxable estate
- Charitable Remainder Trusts (CRTs) to defer capital gains and generate income
- IRA and Retirement Account Trusts to protect inherited retirement assets
- Dynasty-style provisions to keep wealth in trust for multiple generations
- Coordinated asset protection and tax planning structures
This is right for you if:
- Your estate may be subject to estate taxes
- You own a business or significant real estate
- You want maximum tax efficiency and multi-generational wealth preservation
Compare Your Options
Feature
Avoids Probate
Beneficiary Protection
Tax Planning
Level 1
No
Minimal
None
Level 2
No
Strong
Basic
Level 3
Yes
Strong
Moderate
Level 4
Yes
Maximum
Advanced
Strategic Tax Planning
For Business Owners, Real Estate Holders & Those Building Wealth
If you own a business, hold significant real estate, have built substantial savings or retirement accounts, hold a concentrated stock position, are planning a major sale or liquidity event, or simply have a complex financial picture that demands more than standard planning, this service identifies and implements strategies that can materially reduce your income, capital gains, and estate taxes.
Tax Strategy & Design
$7,500 – $18,500
- Comprehensive review of your business, real estate, and investments
- Written strategic plan with tailored options (CRTs, GRATs, IDGTs, FLPs/LLCs)
- Coordination with your CPA and financial advisor
Implementation & Execution
Custom-quoted
Individual structures $3,500–$7,500+; full implementations mid-four to low-to-mid five figures
- Drafting and establishing recommended trusts and entities
- Retitling assets and updating beneficiary designations
- Ongoing coordination with your advisory team
Why This Investment Pays for Itself
Comprehensive trust planning that avoids probate can save a typical Massachusetts family $15,000–$30,000 in court costs and legal fees alone. Advanced tax strategies often yield savings many times greater than the cost of planning.
“If I don’t see a clear path for you to benefit from advanced planning, I’ll tell you directly and recommend a simpler, less expensive approach.”
What's Not Included
- Court filing fees
- Appraisals or valuations
- Trust funding assistance beyond standard guidance
- Future amendments or updates to your plan
A note on flat fees: Our pricing covers the agreed-upon scope of work. In rare cases where your matter expands significantly, additional work is billed at $550/hour. We’ll always notify you before any hourly billing begins.
What to Expect
1
Timeline
Most plans are completed within 4–6 weeks from your initial consultation.
2
Payment
Ready to Take the Next Step?
You’ve worked too hard to leave your family’s future to chance.
Let’s build a plan that protects what matters most.
This pricing information is current as of February 2026 and subject to change. Actual fees will be confirmed in writing during your consultation based on your specific circumstances. This document does not create an attorney-client relationship.