How We Work
How We Work
Three Levels of Planning
Estate planning at TrustCouncel is is not “cookie cutter.”
We offer three levels of planning and you get to choose the level of planning that best fits your family and its varying needs.
From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered.
Three Levels of Planning
Estate planning at TrustCouncel is is not “cookie cutter.”
We offer three levels of planning and you get to choose the level of planning that best fits your family and its varying needs.
From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered.
How long will the planning process take?
One of the most valuable things you can get out of the estate planning process is a more thorough understanding of your legal and financial life.
We at TrustCounsel take time with you to do exactly that: provide a healthy orientation and education so you can make good decisions.
According to our experience, we’ve found that on average the process should take 8-10 hours, dispersed over 6-8 weeks.
If you can invest 1-2 hours of your time per week in the safety of your family, your business and your assets, we’ll handle the rest!
How long will the planning process take?
One of the most valuable things you can get out of the estate planning process is a more thorough understanding of your legal and financial life.
We at TrustCounsel take time with you to do exactly that: provide a healthy orientation and education so you can make good decisions.
According to our experience, we’ve found that on average the process should take 8-10 hours, dispersed over 6-8 weeks.
If you can invest 1-2 hours of your time per week in the safety of your family, your business and your assets, we’ll handle the rest!
Why
Trust Counsel?
Why
Trust Counsel?
How much does Estate Planning cost?
When we meet for your Family Wealth Planning Session, we will review the three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
Also, we charge flat fees, meaning that before your engage with us you’ll know exactly what it will cost.
Depending on what you need, our fees range from around $2,000 for those not worried about keeping family out of court, up to $8,000 for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.
Our plans are focused on ensuring your loved ones have somewhere to turn if and when something happens to you, that your plan will work and you have real security.
How much does Estate Planning cost?
When we meet for your Family Wealth Planning Session, we will review the three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
Also, we charge flat fees, meaning that before your engage with us you’ll know exactly what it will cost.
Depending on what you need, our fees range from around $2,000 for those not worried about keeping family out of court, up to $8,000 for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.
Our plans are focused on ensuring your loved ones have somewhere to turn if and when something happens to you, that your plan will work and you have real security.
How can you ensure that your plan is current?
Your family and life plans evolve as time passes by. Guess what? So does the law.
We are here to level up your estate planning. Your plan must accommodate all of these changes in order to make sure it works when your family needs it the most.
We have designed unique annual membership programs to ensure your plan continues to work throughout your lifetime, that your assets are always owned in the right way and that you are able to feel confident calling us with any legal issue. No hourly billing. No surprise charges for those extra phone calls.
Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
We often serve the whole family and multiple generations of the same family.
From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.
How can you ensure that your plan is current?
Your family and life plans evolve as time passes by. Guess what? So does the law.
We are here to level up your estate planning. Your plan must accommodate all of these changes in order to make sure it works when your family needs it the most.
We have designed unique annual membership programs to ensure your plan continues to work throughout your lifetime, that your assets are always owned in the right way and that you are able to feel confident calling us with any legal issue. No hourly billing. No surprise charges for those extra phone calls.
Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
We often serve the whole family and multiple generations of the same family.
From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.
We help you throughout all stages in life
We represent individuals and families throughout varying stages of life:
– Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
– Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
– Blended families negotiating the challenges of creating new relationships with varying expectations;
– Family Business Owners
– Families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
– High net worth families seeking strategies for minimizing estate and income taxes;
– Estate executors and beneficiaries navigating the court process of probate administration; and
– Family members or trustees carrying out the legacy left behind through a trust administration.
We help you throughout all stages in life
We represent individuals and families throughout varying stages of life:
– Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
– Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
– Blended families negotiating the challenges of creating new relationships with varying expectations;
– Family Business Owners
– Families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
– High net worth families seeking strategies for minimizing estate and income taxes;
– Estate executors and beneficiaries navigating the court process of probate administration; and
– Family members or trustees carrying out the legacy left behind through a trust administration.