3 Levels of Estate Planning

The Comprehensive Estate Planning Process at Forrest Law Center PLLC is not one-size-fits-all. Every plan is unique and tailored to each client’s specific goals and needs. We offer 3 kinds of flat-fee estate planning packages to suit the needs of our clients. From will-based starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for families concerned with matters of longevity planning, asset protection, and probate avoidance, we’ve got you covered.

The Life Plan

The Life Plan is the essential planning package for families who are primarily concerned about longevity planning. This package focuses on establishing a robust set of estate planning documents to protect you and communicate your care plan to those you love in the event of your incapacity. This plan also includes a plan for after-death transfers which would include a will and organization of beneficiary designations.

 

The Trust Plan

The Trust Plan is the planning package for individuals and couples who are not only concerned about longevity planning, but want to ensure the orderly management of their assets in the event of their incapacity and after their death. This plan includes all the incapacity-planning documents found in the Life Plan as well as a custom-drafted trust designed to help your family manage your assets in the event of your incapacity and death. Forrest Law Center will handle retitling your Virginia real estate into your trust and provide step-by-step guidance to you on how to transfer other assets into your trust.

 

The Complete Plan

The Complete Plan is the planning package for individuals and couples who are not only concerned about longevity planning and probate avoidance, but the total assurance that their trust is properly funded by Forrest Law Center. This plan includes both the incapacity-planning documents found in the Life Plan and the custom-drafted trust included in the Trust Plan. In addition, Forrest Law Center will handle all asset transfers necessary to fund your trust for you. 

Generally, our fees range between $2,250 to $6,550. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security.

If you are ready to meet with the attorney at Forrest Law Center PLLC to begin the comprehensive planning process, contact us to schedule an Estate Planning Session.