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Planning Paths

Choose a clearer path for your family.

Packages bring related services together so your documents, organization, reviews, and next steps are easier to understand. If you are not sure where to begin, start with a Quick Estate Check.

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 helps clarify where to focus — for $49.

Book a Quick Estate Check ($49) ↗