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Why Cost Matters in Estate Planning
One of the most common questions we hear is: “How much does an estate plan cost?”
It's an important question, and we want to be as clear as possible in answering it. However, estate planning is not a one-size-fits-all solution—every family's needs are unique.
If an attorney quotes you a price over the phone or by email without first understanding your specific situation, that's a red flag. Estate planning isn't just about documents—it's about creating a plan that truly works for your family when they need it most.
The Real Risk of Shopping by Price Alone
Many families shop for an estate plan based on cost alone because they don't know a better way to evaluate their options. Unfortunately, this often leads to cookie-cutter plans that fail when it matters most.
A traditional estate plan may provide a set of legal documents, but without proper guidance and planning, those documents might not actually protect your assets or your loved ones in the way you intended.
What You Can Expect From Us
Our approach is different. We've carefully designed and priced our estate planning services to balance affordability and effectiveness.
We begin with a Legacy Planning Session, a process that helps you get more financially organized than ever before. Even if you decide not to move forward with a plan, you'll still walk away with a comprehensive asset inventory—a valuable tool for both you and your family.
During your session, we will:
✔️ Review everything you own and discuss everyone you love
✔️ Show you exactly what would happen to your assets if something were to happen to you
✔️ If you don't have a plan, explain the default plan that Pennsylvania has for you
✔️ If you already have an estate plan, conduct an Estate Plan Checkup and Review to ensure it still meets your needs
If changes are needed, we'll discuss the most effective, efficient, and affordable options to achieve your goals. Most importantly, we'll help ensure your hard-earned assets don't end up lost to the state's unclaimed property division.
Making an Informed Decision—Not Just Shopping on Price
With our process, you're in control. You choose the level of planning that best fits your needs and budget. There's no “one-size-fits-all” approach—just a carefully considered decision that serves you and your family.
What Does Estate Planning Cost?
Now, let's talk numbers.
- A Legacy Planning Session is valued at $950.
- If you have an existing estate plan that you'd like us to review, our Estate Plan Checkup and Review is valued at $1,150.
Here's the great part: If you complete your preparation in advance, your session fee is waived.
By scheduling online and following our simple preparation steps, you'll not only save money, but you'll also gain clarity and organization around your assets—something that benefits both you and your loved ones.
Ready to Take the Next Step?
If you're ready to make informed, empowered decisions to protect your family (rather than just shopping for the cheapest plan), we invite you to schedule your Legacy Planning Session today.