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Bundle Packages

Choose the package that fits your family.

All bundles include implementation guidance and save significantly vs. individual service pricing. Not sure where to start? A Quick Estate Check is $49.

BND-100
Estate Planning Starter
$795
A la carte value: $1,039
Save $244

Individuals getting started with estate planning

  • Advanced Planning Session (APS-100)
  • Essential Estate Plan — Will, 2 POAs, Living Will (EST-200)
  • Family Asset Inventory (ORG-410)
Book This Package ↗Call 614.965.6057
BND-110
Couples Estate Planning Starter
$1,295
A la carte value: $1,634
Save $339

Couples — joint session + documents for both partners

  • Joint Advanced Planning Session
  • Essential Estate Plan for both individuals (EST-200)
  • Family Asset Inventory (ORG-410)
Book This Package ↗Call 614.965.6057
Most Popular
BND-200
Complete Estate Planning Package
$1,495
A la carte value: $1,834
Save $339

Families wanting full organization + documentation + alignment

  • Advanced Planning Session (APS-100)
  • Essential Estate Plan (EST-200)
  • Estate Organization Package (ORG-400)
  • Estate Alignment Review (ALI-800)
Book This Package ↗Call 614.965.6057
BND-300
Legacy Protection Package
$2,995
A la carte value: $3,769
Save $774

Full-service planning with trust + family readiness

  • Advanced Planning Session (APS-100)
  • Revocable Living Trust Package (TRU-310)
  • Trust Funding Guidance (TRU-350)
  • Estate Organization Package (ORG-400)
  • Family Instruction Guide (LEG-520)
  • Executor Readiness Session (EXE-600)
Book This Package ↗Call 614.965.6057
BND-400
Private Client Legacy Plan
$4,995
A la carte value: $6,121
Save $1,126

White-glove estate readiness for premium clients

  • Revocable Living Trust Package (TRU-310)
  • Estate Organization Package (ORG-400)
  • Estate Alignment Review (ALI-800)
  • Legacy Letter + Ethical Will (LEG-500/510)
  • Family Instruction Guide (LEG-520)
  • Executor Readiness Session (EXE-600)
  • LegacyCare Annual Membership (MEM-1130)
Book This Package ↗Call 614.965.6057
Not Sure Where to Start?
Start with a Quick Estate Check.

A 15-minute conversation that tells you exactly where to focus — for $49.

Book a Quick Estate Check ($49) ↗