Leave a Legacy
For their future

Let our partners help you discover the right Legacy Plan.

Traditions

$875 per person ($1,650 per couple)

*Additional legal documents available and cost available upon request.

Heritage

Pricing Available Upon Request

*Additional legal documents available and cost available upon request.

Items Considered in Pricing: Complexity of Planning Details, Time required, Documents needed, Prep, Pre and Post Work, Attendance to Third Party meetings via teleconference or in person.