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Fees
Pricing
Basic Packages:
Estate planning documents for an Individual ($250)
Estate planning documents for a Couple ($500)
Includes the completion of the following documents: Last Will & Testament, Revocable Trust & Pour-Over Will, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations.
Optional Add-Ons:
Optional one hour of assistance with a financial advisor for an Individual ($250)
Optional two hours of assistance with a financial advisor for a Couple ($500)
Includes the assistance of a financial advisor to walk you through the software and guide you along the process.
Continuing Service:
Optional annual subscription to make unlimited changes to documents for an Individual or Couple ($49, after first year)
You may, at no additional cost, make all the necessary updates and required changes to your documents for the first year of the Agreement.
The following forms of payment are accepted:
Pay by Personal Check.
Pay by Electronic Funds Transfer from your bank checking account.
Pay by Credit/Debit Card (Visa, Mastercard, American Express, Discover).
Pay from your non-retirement Altruist or Charles Schwab brokerage account managed by Encompass Advisory Services, LLC.