Legacy Engineering™ Core Services
- Legacy Planning Session (LPS)
Price: $1,000- What It Solves: Clarifies your legacy goals and builds the foundation for your custom plan.
- What’s Included: A 60-minute meeting with the Legacy Engineering attorney to design your plan.
- Follow-On Attorney Session
Price: $500/session- What It Solves: Addresses complex or evolving design needs.
- What’s Included: A 30-minute meeting with the attorney, including preparation and follow-up.
- Legacy Visioning
Price: $7,500- What It Solves: Aligns your family’s values and goals to create a shared vision.
- What’s Included: Three facilitated sessions to develop the Legacy Vision Blueprint™.
- Attorney-Led Family Session
Price: $1,500/session- What It Solves: Aligns family members around goals or legacy plans.
- What’s Included: A 60-minute facilitated session with preparation and follow-up.
- Philanthropic Impact Planning
Price: $1,000- What It Solves: Helps you leave a meaningful impact through strategic giving.
What’s Included: A 60-minute session exploring tools like CRTs, CLTs, and DAFs.
Foundational Legacy Solutions
- Single Revocable Living Trust
Price: $5,000- What It Solves: Avoids probate, protects assets, and provides clear instructions.
- Joint Revocable Living Trust
Price: $6,000- What It Solves: Streamlines planning for married couples with shared protections.
- Pour-Over Will (Included)
- What It Solves: Ensures all assets are transferred to your trust after death.
- Durable Power of Attorney (POA) (Included)
- What It Solves: Authorizes a trusted person to handle financial affairs during incapacity.
- Advance Healthcare Directive (Included)
- What It Solves: Names a healthcare agent and outlines medical treatment preferences.
- HIPAA Authorization (Included)
- What It Solves: Grants designated individuals access to your medical records.
- Primary Residence Funding (Included)
- What It Solves: Transfers your home into your trust with deed preparation, recording, and notarization.
- Legacy Vault Subscription (First Year Included, $99/year afterward)
What It Solves: Provides secure, digital access to your estate plan for you and your family.
Optional Add-Ons
- Clayton Election Subtrust
Price: $2,000- What It Solves: Preserves the intentions of the first deceased spouse, safeguarding their share of the estate for children or other intended beneficiaries. Helps prevent unintended asset transfers due to remarriage or undue influence on the surviving spouse.
- Lifetime Asset Protection Subtrust (LAPT)
Price: $2,000/setup- What It Solves: Protects heirs’ assets from creditors, lawsuits, or divorces.
- Special Needs Subtrust
Price: $2,000/beneficiary- What It Solves: Preserves inheritances for disabled beneficiaries without jeopardizing benefits.
- Pet Trust Subtrust
Price: $1,000
What It Solves: Ensures care for your pets according to your wishes.
Advanced Legacy Engineering™ Solutions
- Family Governance Structures
Price: Custom Quote- What It Solves: Creates frameworks for multi-generational decision-making to preserve harmony and accountability.
- Wealth Transfer Strategies
Price: Custom Quote- What It Solves: Ensures tax-efficient wealth transfer to heirs while preserving family assets.
- Business Succession Planning
Price: Custom Quote- What It Solves: Facilitates seamless transitions of ownership and leadership in family businesses.
- Advanced Charitable Planning
Price: Custom Quote- What It Solves: Maximizes philanthropic impact and tax benefits.
- Asset Protection Planning
Price: Custom Quote
What It Solves: Shields assets from lawsuits, creditors, and other threats.