Estate Planning
Estate planning is a way to transcend, to continue protecting, helping, and supporting our loved ones even when we are no longer physically present. It’s about family harmony, saving money, and preventing unsuitable people from gaining custody of our minor children or accessing and disposing of our assets in ways we would never have allowed. It’s about caring for our loved ones, thanking them, and giving back for what they did for us. It’s about respecting our effort, dedication, and work. It’s about preparing ourselves and our loved ones for when the inevitable happens. It’s about preventing suffering and stress for our family. It’s about continuing to pass on our values… It’s part of your legacy.
Basic estate planning in the USA consists of planning for death and incapacity by creating a will and/or trust, a power of attorney for finances, and medical directives.
What is the process for carrying out your succession planning?
Call or email to schedule an appointment.
Complete the New Customer form.
Meeting (45 min) to analyze your objectives and define strategy.
Preparation of your Estate Planning documents.
Meeting to review your documents (45 min).
Personal meeting for document signing (30 min).
What is the cost of planning?
“Planning saves money and prevents future conflicts.”
Consultation with Attorney
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$250
The attorney will analyze your case in depth, based on the questionnaire we will send you in advance. Your objectives will be discussed in detail, and an exhaustive analysis of asset ownership, goals, and personal and family situations will be conducted to create a specific strategy to protect both your assets and your loved ones.
Simple Individual Legacy
• $2,000
Includes a Basic Plan for one individual. Will (without Trust), Financial Power of Attorney, and Medical Directives. Includes a 30-minute meeting for review/explanation of your documents with the attorney, and the final meeting (30 to 45 minutes) for the signing of your documents
Simple Legacy for 2 (Couple)
• $3,000
Includes a Basic Plan for each individual. Will (without Trust), Financial Power of Attorney, and Medical Directives. Includes a 1-hour meeting for review/explanation of your documents with the attorney, and the final meeting (30 to 45 minutes) for the signing of your documents
Legacy with Testamentary Trust for Individual
• $3,000
Testamentary Trust for minors, non-U.S. citizens, beneficiaries with special needs, etc. Includes Medical Directives and Financial Power of Attorney. Includes a 45-minute meeting for review/explanation of your documents with the attorney, and the final meeting (30 to 45 minutes) for the signing of your documents.
Legacy with Testamentary Trust for Two (Couple)
• $4,000
Testamentary Trust for couples with minor children, non-U.S. citizens, beneficiaries with special needs, etc. Includes Medical Directives and Financial Power of Attorney. Includes a 1-hour meeting for review/explanation of your documents with the attorney, and the final meeting (30 to 45 minutes) for the signing of your documents
Revocable Trust-Based Legacy for Individual
• $4,000
Includes “Pour-over” Will, Trust, Financial Power of Attorney, and Medical Directives. Note: Includes a 1-hour meeting for review/explanation of your documents with the attorney, and the final meeting (30 to 45 minutes) for the signing of your documents. *In the event of asset transfers to a Trust, each legal transfer document costs $500.
Revocable Trust-Based Legacy for Couple
• $5,500
Includes “Pour-over” Wills, Trusts, Financial Powers of Attorney, and Medical Directives for 2. Note: Includes a 1.5-hour meeting for review/explanation of your documents with the attorney, and the final meeting (30 minutes) for the signing of your documents. *In the event of asset transfers to a Trust, each legal transfer document costs $500.
Child Protection Plan
For minors (under 18):
Emergency Guardian Designation
• $300 per child
For adults (18+) and college students:
Financial Power of Attorney and Medical Directives.
• $600 per person.
Business Succession Plan
(Starting at $5,000)
Following a consultation to determine the complexity of your business, a price will be provided. Operational strategies, ownership, tax burdens, and succession for your company will be analyzed alongside other professionals. This involves collaborative work with other specialists.
Extra Meeting
• $450/hr
In case an additional meeting is required, the hourly rate shall apply.