Estate Planning Services

You’ve got people you love, and you want to make sure they’re taken care of if life throws a curveball. This means ensuring your kids have guardians and that those who rely on you financially aren’t left stranded without access to your accounts for months or years. It’s about giving your family a roadmap to navigate the tough times so that as they wade through grief and adjust to their new normal, they can feel your love guiding them every step of the way—all because you took the time to plan carefully and thoughtfully.

The Plan

 All of our plans:

 1 - Cover both death and incapacity, because let’s face it—a will isn’t much help if you’re still kicking but incapacitated. And since you’re four times more likely to be incapacitated than to die prematurely, we’ve got you covered. 

 2 - Include all communication—no surprise bills for calls, emails, or meetings. You can reach out with any questions about your estate planning without worrying about extra charges.

 3 - Come with a free plan review every three years. This way, your plan stays up to date, and your investment doesn’t go to waste when it’s needed most. 

 4 - Are done on a flat-fee basis, with all costs agreed upon in advance. You’ll know exactly what you’re paying before we even start. For a single planner with an estate value under $1 million*, costs typically range between $2,375.00-$4,725.00. For couples doing joint planning with an estate value under $2 million*, costs generally range between $2,875.00-$5,775.00, depending on the type of plan you choose.

*If you’re a single planner with an estate over $1 million or a couple with an estate over $2 million, you might need some extra planning to reduce or avoid estate taxes. Check out our Legacy Planning page for more details.

The Client

We work best one-on-one with clients who see estate planning as a way to do right by their families if the unthinkable happens. This option isn’t for those looking for the cheapest deal, but if you value thorough planning, we’re here to make it work. We offer payment plans for those who need it and, yes, we take credit cards—because if you’re going to plan for the future, you might as well rack up some airline miles while you’re at it. 

The Process

We kick off the estate planning process with a meeting with Candice. During this meeting, she’ll dive into your family and financial situation (you’ll fill out a worksheet and send over any existing planning documents ahead of time). She’ll walk you through what your current plan means for your family if something were to happen to you. From there, we’ll pinpoint any concerns and make sure your plan avoids anything you’d rather not deal with. Candice believes in full transparency—you’ll know exactly what the risks and benefits are, and what you’re paying us to do. The meeting can last up to two hours and costs $495.00, but if you move forward with planning, that amount gets deducted from your flat fee. We charge this fee because Candice’s time is limited, and the insights she provides are invaluable, whether or not you decide to work together. You’ll leave with a clear understanding of the issues you face and how to address them.

The estate planning process typically involves three meetings: 1) Initial meeting + plan design, 2) Signing meeting, 3) Final meeting. With about 4 weeks between meetings, the whole process takes around 2 months from start to finish.

Feel free to reach out if you have any other questions!

Candice offers a complimentary 15-minute phone consult, and you can schedule that and/or your first “Estate planning session” here: