Pricing

We don't do hidden fees or surprise charges here. Three straightforward plans. Pick what matches where you're at right now — and upgrade whenever things change. Your assets deserve protection that fits your life, not some one-size-fits-all formula.

Foundation

$1,200/year

Entry-level protection for individuals just starting to think seriously about their assets. Covers the basics without overwhelming you.

✓ Initial asset inventory documentation
✓ Basic liability assessment
✓ Will and beneficiary review
✓ One quarterly check-in call
✓ Email access to planning tools
✓ Digital storage for key documents

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Guardian

$3,500/year

Our most popular choice. Real strategy, real updates, real protection. Families and small business owners choose this one. For good reason.

✓ Comprehensive asset mapping and risk analysis
✓ Entity structure recommendations (LLC, trust, etc.)
✓ Liability coverage strategy
✓ Beneficiary and succession planning
✓ Monthly advisor access
✓ Quarterly strategy reviews
✓ Document vault with encryption

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Fortress

Custom pricing

Complex situations need complex solutions. Multi-asset holdings, business interests, real estate. Let's talk specifics and build something real.

✓ Everything in Guardian, plus:
✓ Custom entity structuring across jurisdictions
✓ Business succession planning
✓ Real estate portfolio protection
✓ Weekly availability (not just office hours)
✓ Quarterly in-person meetings
✓ Estate tax minimization strategies

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Pricing FAQ

Do you charge more if my situation gets complicated?

Not with Guardian or Fortress. You pay the same amount regardless. Foundation clients can upgrade anytime without penalties. We're not interested in nickel-and-diming you when things change — that's part of the deal.

What if I start with Foundation and need more later?

You can jump to Guardian or Fortress whenever. We'll credit what you've already paid toward the new plan. No restart, no reset. Your history and documents move with you.

Are there setup fees or other costs hiding somewhere?

Nope. The price you see is the price you pay. Some clients choose to work with attorneys for formal document execution — that's separate and optional. We'll tell you upfront if something costs extra.

Can you work with my existing attorney or accountant?

Absolutely. We do this all the time. Your existing team stays in the loop. We coordinate. Better to have everyone on the same page than working around each other.

Need a Custom Solution?

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