The Real Question Isn't The Price. It's The Cost Of Inaction.
Probate, lawsuits, unnecessary taxes, and a single long-term-care event can cost a family far more than any plan — sometimes everything. We price transparently, in full, up front, so you always know your investment before any work begins.
Clear, Fixed, And Fully Transparent
No mental math. No pressure to negotiate. Every engagement starts from published floor pricing, and your exact investment is confirmed after your strategy session — based on your real assets and goals.
Floor Pricing
Each system has a published starting investment. You'll never wonder where the number came from.
Priced To Your Facts
Final fees reflect your assets, entities, funding, drafting complexity, attorney review, and state requirements.
Paid Before Work Begins
Your investment is paid in full up front, so your team can move without friction toward completion.
The Ten Systems, At A Glance
Starting ranges by system. Your session determines the exact figure — and, just as importantly, whether a given system is even right for you.
Floor pricing is the minimum fee for a standard engagement. Final pricing is subject to change based on asset values, number of assets and entities, funding, tax and drafting complexity, implementation, attorney review, and state-specific requirements. Final fees are determined after your Wealth Protection Strategy Session and must be paid in full before any work begins. Individual structures such as a Land Trust ($1,000), Personal Property Trust (from $750), and Bank Account Trust ($1,500) are also available.
What's It Worth To Know Your Family Is Protected?
The question was never whether protection costs something. The question is whether you want a court, a creditor, or an unplanned event deciding your family's financial future instead of you.
- A single nursing-home stay can run $10,000–$15,000+ per month
- Probate can tie up assets for months — on the public record
- Lawsuits and creditors target what's held in your own name
- Unnecessary taxes quietly erode what you meant to pass on
Get Your Exact Investment In One Conversation.
Your complimentary strategy session gives you a clear recommendation and a precise quote — with zero obligation.