Existing Estate Plan Analysis

Do you already have an estate plan?  Many estate plans are sitting in a filing cabinet collecting dust and may be completely outdated and inefficient. The costs associated with amending an old outdated trust is likely more expensive than just starting over (National average cost to amend a trust is $600 per page... that gets expensive pretty quick).  

We offer a service where we will analyze your estate documents and provide you with a detailed analysis and action plan on how to move forward.  Once you upload your estates' full set of documents, we will get started on your action plan for updates and maintenance recommendations. 

If you do an Estate Analysis with us and later decide to purchase one of our Revocable Living Trusts, we will discount your purchase by $100 (good for 1 year from analysis date) to help offset your costs.