Plans & Pricing
At Our Legacy Circle, we offer three services: secure digital planning to organize your information, legally structured documents to protect your wishes, and optional white-glove facilitation to guide your family through the process; all designed to ensure your family is prepared, not confused, when it matters most.
Whether you’re safeguarding tomorrow’s moments or building a legacy that will protect the ones you love, our solutions are created with your family’s future in mind. Connect with us today to start securing your legacy.
Free Legacy Discovery Consultation
A 30 - minute structured session to assess your current estate protection level and identify the best next step for you and your family.
During this session, we will:
• Review your current planning status
• Identify gaps in protection
• Clarify Will vs. Trust considerations
• Discuss Power of Attorney and Health Care Directive needs
• Determine if probate avoidance strategies apply
• Provide a clear recommendation with the preceding steps
This is an educational and planned consultation designed to help you make an informed decision.
Take the next step. Schedule your Legacy Discovery Consultation today for personalized guidance and clarity.
Digital Estate Foundation Package $497.00
For individuals and families who want essential protection in place quickly.
Includes:
• Power of Attorney
• Health Care Directive
• Digital Total Planning Vault
– Personal
– Legal
– Medical
– Financial
– Property
– Digital
– Legacy
Perfect For:
Young professionals, single individuals, newly married couples, or anyone beginning their legacy journey.
Legacy Will Package $797.00
Comprehensive Will-Based Estate Plan
Includes:
• Last Will & Testament
• Durable Power of Attorney
• Health Care Directive
• Digital Total Planning Vault
Perfect For:
Families with minor children, homeowners, or individuals who need guardianship designation and asset direction.
Legacy Trust Package $1,297.00
Avoid Probate. Protect Assets. Create Generational Order.
Includes:
• Revocable Living Trust
• Pour-Over Will
• Durable Power of Attorney
• Health Care Directive
• Digital Total Planning Vault
Perfect For:
Homeowners, blended families, business owners, real estate investors, and those seeking probate avoidance and privacy.
