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CHECK OUT OUR PACKAGES BELOW

CURATED BUSINESS & ESTATE PLANNING PACKAGES

Our curated business and estate planning packages are thoughtfully designed to simplify complex legal needs while protecting what matters most. Whether you’re building a business, securing your family’s future, or both, these packages provide a streamlined approach tailored to your goals with clarity, care, and confidence.

Curated Business Planning & Estate Planning Packages

  • Pearl Package

    3,500$
    A straightforward and simple estate plan, ideal for peace of mind while growing your business and personal assets.
    Valid for 12 months
    • Design Meetings
    • Will
    • Financial & Healthcare Powers of Attorney
    • Advance Directive & Living Will
    • Comprehensive Nomination of Guardians (optional)

  • Gold Package

    5,000$
    A straightforward, customizable estate plan designed to protect your growing business and personal assets, while giving you the flexibility to build upon it as your needs evolve.
    Valid for 12 months
    • Design Meetings
    • Financial & Healthcare Powers of Attorney
    • Comprehensive Nomination of Guardians (optional)
    • 24hour access to healthcare documents
    • Will, Testamentary Trust, or Revocable Living Trust
    • payment plans available upon request*

  • Diamond Package

    7,500$
    A sophisticated & buildable plan with complimentary peace of mind meetings for life.
     
    • Design Meetings
    • Revocable Living Trust or Irrevocable Trust
    • Trust Funding Guidance
    • Incapacity Planning
    • 24hour access to estate planning documents
    • Comprehensive Nomination of Guardians (optional).
    • Financial & Healthcare Powers of Attorney
    • Deed Preparation & Filing
    • Lifetime Peace of Mind Meetings
    • payment plans available upon request*
  • Best Value

    C-Suite Business Package

    1,500$
    Your business needs on-demand expert legal advice.
     
    • Reservation of law firm capacity to prioritize client needs
    • Analysis of client’s legal documents & feedback as requested
    • Review and discussion of legal issues re business operations
    • Demands, cease & desist letters, & pre-lit docs
    • Monthly updates on pending matters
    • Year-to-date reports re arbitration & litigation
    • Direct communication when business emergencies arise
    • price may vary, payment plans available upon request*
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