How Much Should My Estate Plan Cost?
Estate planning isn’t about picking the cheapest option—it’s about making informed, empowered decisions for the people you love. With a Life & Legacy Planning Session or Estate Plan Review, you will gain clarity, organization, and peace of mind, ensuring your assets are protected and your family is prepared for the future.
What You Will Learn
In this guide, you will learn how to make informed decisions about estate planning, understand the true value of a well-structured plan, and choose the right level of planning for your family’s unique needs.
Why shopping by price alone can fail your family
Learn how selecting an estate plan based solely on cost can leave your loved ones unprotected and unprepared.
How to choose the right level of planning for your budget
Learn how to select the planning options that fit your family’s needs without compromising effectiveness.
How to review or update an existing estate plan
Understand the importance of evaluating current plans to ensure they meet your goals and protect your family.
How to make empowered and informed decisions
Gain the tools to make choices based on knowledge and strategy, not just cost, ensuring long-term protection for your family.
How Much Should My Estate Plan Cost
Many families shop for an estate plan based solely on price, not realizing that a low-cost plan may fail to protect their loved ones or properly manage their assets. This guide explains why cost alone is not the best way to choose an estate plan and how a Life & Legacy Planning Session ensures your family is financially organized, informed, and empowered.