Premium planning that
actually works
when your family needs it.
Not forms. Not templates. Attorney-led counseling, clear documents, proper execution—and a plan your family can follow without confusion or court involvement.
What You Walk Away With
How It Works
Your Plan in Three Steps
Simple process. Premium outcome. No confusion.
Design
We identify who you're protecting and what you're protecting them from.
- Identify decision-makers + backups
- Clarify guardianship & contingencies
- Map your assets and wishes
Build
I draft your documents with plain-English clarity built in.
- Will plan or Trust plan (as appropriate)
- Power of Attorney + healthcare docs
- Review meeting to ensure accuracy
Activate
We fund your plan and deliver your Family Instructions.
- Assets titled correctly
- Beneficiaries aligned
- One-page roadmap for your family
The fears that brought you here—solved.
You're not buying documents. You're eliminating specific risks.
"If something happens to us, does a judge decide who raises our kids?"
"I don't want my 18-year-old getting a $300,000 check with a boyfriend who has ideas."
"I watched my parents deal with grandma's estate for 18 months. Never again."
"If I die first, will my kids from my first marriage get anything—or does it all go to her kids?"
Transparent Pricing
Choose Your Plan
Flat-fee pricing. No hourly surprises. No hidden costs.
Foundation Will Plan
Best for individuals or couples who want strong protection without a trust.
What's included:
- Will (individual or couple)
- Durable Power of Attorney
- Health Care Directive + HIPAA
- Guardian nominations (if applicable)
- Family Instructions Summary
- Signing meeting + execution guidance
Family Shield Plan
Best for blended families, second marriages, or "we want zero confusion."
Everything in Foundation, plus:
- Enhanced clarity planning
- Distribution backups + contingencies
- Executor/Agent Ready Packet
- "What could go wrong" counseling session
- Conflict prevention review
Legacy Trust Plan
Best for homeowners, families with multiple assets, or anyone who wants to skip probate entirely.
What's included:
- Revocable Living Trust
- Pour-over Will(s)
- Power of Attorney + Healthcare docs
- Family Instructions Summary
- Trust Funding Roadmap + Checklist
- Complete signing meeting
The Real Cost of "Doing Nothing"
What your family pays when there's no plan in place
Connecticut Probate
$15,000–$40,000+
Attorney fees, court costs, executor fees on a typical $500K–$1M estate. Plus 12–18 months of waiting.
Proper Planning
$2,500–$6,500
One-time flat fee. Your family settles everything privately in weeks, not years.
You save your family $10,000–$35,000 in fees and 12+ months of stress.
Keep It Working
Estate Plan Care Programs
Hard benefits. Predictable cost. Never let your plan get stale.
Annual Plan Care
Will plans: $49–89/mo · Trust plans: $69–129/mo
Annual Alignment Check
Written "Fix-It List" for beneficiaries, titling, and funding gaps.
Updated Family Instructions
A refreshed 1-page roadmap your family can follow, every year.
Priority Attorney Access
Plan questions answered within 2 business days.
Minor Amendments Included
Agent updates, contact changes, guardian backups—covered.
Life-Change Triage
New home, new baby, divorce—tell us, we map the impact.
3-Year Refresh Option
Full document refresh every 36 months. Will: $99–159/mo · Trust: $139–219/mo
Popular Add-Ons
Ready to Begin?
Get this done—the right way.
Book a consultation and I'll recommend the right plan for your situation. No pressure. No obligation.
Schedule Your Consultation →