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.”
Legacy Planning Strategy Session (60 Minutes)
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$350
Meet one-on-one with Attorney Pia Candotti to discuss your family, assets, goals, and planning recommendations.
If the client retains the firm within 30 days, the full $350 consultation fee is credited toward the total Legacy Planning fee.
Legacy Plan — Individual
• $3,750
A comprehensive Will-based estate plan for an individual or couple who does not require trust planning.
Legacy Plan — Couple
• $6,250
A comprehensive Will-based estate plan for an individual or couple who does not require trust planning.
Legacy Plan Plus with Testamentary Trust — Individual
• $4,950
Includes one or more customized Testamentary Trusts incorporated into the Will. These trusts become effective at death and may be designed for descendants, special-needs beneficiaries, non-U.S. citizen spouses through a Qualified Domestic Trust (QDOT), surviving spouses through a QTIP trust, spendthrift protection, staggered distributions, HEMS standards, or other customized planning objectives.
Legacy Plan Plus with Testamentary Trust — Couple
• $7,950
Includes one or more customized Testamentary Trusts incorporated into the Will. These trusts become effective at death and may be designed for descendants, special-needs beneficiaries, non-U.S. citizen spouses through a Qualified Domestic Trust (QDOT), surviving spouses through a QTIP trust, spendthrift protection, staggered distributions, HEMS standards, or other customized planning objectives.
Legacy Trust Plan — Individual
• $6,950
Includes a Revocable Living Trust, Pour-Over Will, Durable Financial Power of Attorney, Advance Directive for Health Care, beneficiary and asset-titling recommendations, a Legacy Planning Binder, and an initial Trust Funding Strategy Meeting.
Legacy Trust Plan — Couple
• $10,950
Includes a Revocable Living Trust, Pour-Over Will, Durable Financial Power of Attorney, Advance Directive for Health Care, beneficiary and asset-titling recommendations, a Legacy Planning Binder, and an initial Trust Funding Strategy Meeting.
Pricing note: The listed fees apply to standard planning matters. Complex matters involving business succession, international assets, tax planning, blended families, special-needs planning, or multiple properties may require a customized quote.
What Every Legacy Plan Includes
• Customized Last Will and Testament, or Pour-Over Will when part of a Living Trust Plan
• Durable Financial Power of Attorney
• Advance Directive for Health Care, including applicable HIPAA authorization language
• Beneficiary Designation Recommendation Letter
• Asset Ownership and Titling Recommendation Letter
• Legacy Planning Binder with executed documents, organization materials, and implementation guidance
Trust Funding
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$500 per asset or transfer document
Trust funding documents are not included in the Legacy Trust Plan fee. The $500 fee applies per deed, assignment, transfer document, or other document prepared to fund the trust. Recording fees, filing fees, transfer taxes, and third-party costs are additional.
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.
Practice Areas
Legal solutions for the international community, future planning and probate proceedings.
Probate
Corporate/Business
Law
International and Cross-Border Matters
