Comprehensive Estate Plan Service
Build a complete estate plan designed around your family, assets, and long-term goals.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 2-3 Hours With an Attorney
Build your estate plan with attorney guidance based on the size and complexity of your estate.
Signature: up to 2 hours with an Attorney or Senior Attorney. Premier: up to 2 hours with a Senior Attorney or Partner. Legacy: up to 3 hours with a Partner.
Establish Your Revocable Living Trust
Create the primary structure for owning and distributing your estate.
Revocable Living Trust and supporting trust documents.
Put Your Wishes in Writing
Document how your estate should be handled and who should receive your assets.
Last Will and Testament.
Choose Who Can Act for You
Give trusted individuals authority to make financial and healthcare decisions when needed.
Financial Power of Attorney, Health Care Power of Attorney, and Advance Directive/Living Will.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.