How Much Does Estate Planning Cost?

Why Cost Matters

As you can imagine, we get the question “how much does an estate plan cost” quite frequently.

 

This is a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family. 

 

If a lawyer can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process, I would run quickly away from that lawyer.

Because you see, this is exactly why most estate plans fail.

 

Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.

 

If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, unintended mess.”

Thank You

Thanks for your interest. I Know you have a lot of options when it comes to legal planning. Granson & Legacy has been the trusted partner of Kansas and Missouri residents.  I look forward to meeting with you.  Schedule today!

Here Is What I Can Assure You

 

We have designed and priced our estate planning for you and your family at the intersection of affordability and effectiveness.

 

We start the planning process with a personal Family Wealth Planning Session, which is designed to get you more financially organized than you have ever been before.

 

Even if you never do any planning with us, the preparation for your Family Wealth Planning Session alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have and where it is located.

 

Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.  

If you do not have a plan, we will cover the plan the State has for you.

 

If you do have an existing plan, we will review your current plan with you. (We call this an estate plan review and check-up).

 

If you are not happy with your current plan the plan the State has for you, or your existing plan, you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals. Plus we will ensure that no matter what happens, none of your hard-earned assets will be lost to the state department of unclaimed property when something happens to you.

 

Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.

You Choose Your Planning Level

 

And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family.

 

There truly is no one size fits all choice.  You are making a personal decision that serves you and your family.

 

Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.

 

More Organized Than you Ever Have Been Before

With all of that background in mind:

  • A Family Wealth Planning Session is a value of $750, or if you have an existing estate plan that you want your attorney to review as part on this process, the your Estate Plan Review and Checkup is $950.

 

  • If you’d like to do a little preparation ahead of time to make your appointment as valuable a use of your time as possible, then you can schedule online below, follow the instructions as to how to prepare for your appointment, secure your appointment with a credit card (nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), and then your appointment fee is waived.

 

  • Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and $8,000.

The awesome thing about the preparation is that you will be more organized than you have ever been before because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.

We offer a complete zeroing out of the planning session fee in that case because your commitment to the preparation before the meeting saves me time, which saves you money.

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session today.

805 New Hampshire St., Suite B

Lawrence, KS 66044

(913) 738-6597