Legacy Protection Plans

We have put together the following packages to help clients determine the types of services and estate planning needs that best suit their situation. Most clients will find that their needs are met by one of the package plans described below. If not, contact our office and we can develop an estate planning solution that is customized for you and your needs. Once you select the plan, book an appointment to get started!

 Silver Legacy Protection Plan

The Silver Legacy Protection Plan Package is designed for clients that need a basic estate plan and do not need to establish trusts or use other methods to manage their estate(s). This package is recommended for individuals or couples that do not have children and are either beginning some financial planning or are retired (or soon to be retired) and would like to get their legal and financial affairs in order.

The Silver Legacy Protection Plan Package includes:

  • Estate Planning Counseling Session
  • Last Will and Testament
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney

$1,000 – $1,500

Schedule Appointment

Gold Legacy Protection Plan

The Gold Legacy Protection Plan Package is designed for clients that have more extensive estate planning needs and would like to establish trusts and use other methods to provide for children or other beneficiaries. This package is recommended for young individuals and families that have growing careers and planning considerations.

The Gold Legacy Protection Plan Package includes:

  • Estate Planning Counseling Session
  • Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney
  • Children’s Protection Plan

$2,000 – $2,500

Schedule Appointment

Gold Plus Legacy Protection Plan

 The Gold Plus Legacy Protection Plan includes all the features of the Gold Plan but includes the creation of a Revocable (“Living”) Trust. A Revocable Trust can help you avoid probate and has privacy benefits for your family. If you have assets in multiple states, such as mineral rights or investment property, a Revocable Trust can help you and your family better manage those investments. We will provide the documents and support for you to transfer assets into the Revocable Trust.

The Gold Plus Legacy Protection Plan includes:

  • Estate Planning Counseling Session
  • Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney
  • Children’s Protection Plan
  • Creation of a Revocable (“Living”) Trust
  • Support for Transfer of Assets into the Revocable (“Living”) Trust

$4,000 – $6,000

Schedule Appointment

Platinum Legacy Protection Plan

The Platinum Legacy Protection Plan Package is designed for clients that would like to protect their assets by creating a Revocable (“Living”) Trust. This package is recommended for busy individuals and families that would like the least amount of personal effort and the convenience and personal attention. Under the Platinum Legacy Protection Plan, we will review the titling of your current assets, create a Family Wealth Inventory to record the assets and handle the transfer of assets into your Trust for you.

The Platinum Legacy Protection Plan Package includes:

  • Estate Planning Counseling Session
  • Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney
  • Children’s Protection Plan
  • Creation of a Revocable (“Living”) Trust
  • Transfer of Assets into the Revocable (“Living”) Trust
  • A Family Wealth Inventory

$6,000 – $8,000+

Schedule Appointment

 Custom Legacy Protection Plan

 Protecting your legacy sometimes requires a customized solution. Kinney Law Office will work with you to identify your priorities and goals and design legacy protection strategies that consider your unique circumstances. For example, clients with extensive mineral holdings or an interest in a small business (such as an LLC or S-Corp) will benefit from the development of a specialized asset and legacy protection strategy. There are other advanced estate and tax planning devices that can be employed to protect your assets and reduce potential tax liabilities.

Custom Legacy Protection Plans can include:

  • Estate Planning Counseling Session
  • Last Will and Testament with Testamentary Trusts for Minor Children or Special Needs Beneficiaries
  • Durable General Financial Power of Attorney
  • Advance Medical Directive and Medical Power of Attorney
  • Creation of a Revocable (“Living”) Trust
  • Use of Advanced Estate Planning Tools such as:
    • Irrevocable Trusts
    • Charitable Remainder Trusts
    • Gifting Strategies
    • Business Planning

$ 8,000+ (depending on planning and estate needs)

Schedule Appointment

**The dollar amounts appearing this page are estimates only. We will provide you with a flat fee quote when you book an appointment with us.**