How Much Does ​Estate Planning Cost?

​Why Cost Matters

As you can imagine, we get the question “How much does an estate plan cost?” quite frequently.

This is a good question that I want to answer for you as clearly as I can, given that there is not a “one-size-fits-all solution” for every family.

If a lawyer can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process, I would run quickly away from that lawyer.

Because you see, this is exactly why most estate plans fail.

People shop around based on price (because they don’t know any other way to shop for an estate plan) and they end up with a set of documents that do not actually work when the family needs them.

Thank You

Norell Albanis Estate Planning

Thanks for your interest. I know you have a lot of options when it comes to legal planning. Albanis Law, P.A. is grateful to be  a trusted advisor to Naples and Southwest Florida residents. I look forward to meeting with you. Schedule today!

​Here Is What I Can Assure You

We offer three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family.

From starter plans designed primarily for simple estates or for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered.

Personalized Service And Fees

We have priced our planning for you at the intersection of affordability and effectiveness. If you are interested in learning about our fee ranges, we will tell you all about them at one of our upcoming events or during a free 15-minute phone consultation.

If you are looking for the cheapest planning you can find, you may as well read up and do it yourself because you will get the same quality of planning online as you will with any lawyer who is charging substantially low fees. We are legal advisors, not document preparers.

When we meet for your Family Wealth Planning Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.

The Family Wealth Planning Session Alone Is Very Valuable

We start the planning process with your personal Family Wealth Planning Session, which is designed to get you more financially organized than you have ever been before.

Even if you never do any planning with us, the preparation for your Family Wealth Planning Session alone is a hugely valuable process for you and your family because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.

Then when we meet in person we will review everything you own and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love in the event of your death or incapacity.  

If you do not have a plan, we will cover the plan the state has for you.

If you do have an existing plan, we will review your current plan with you. (We call this an Estate Plan Checkup and Review).

If you are not happy with the plan the state has for you, or your existing plan, you will tell us what you would want to change and we will look at the most effective, efficient and affordable way to achieve your goals. Plus, we will help ensure that no matter what happens, none of your hard-earned assets will be lost to the state department of unclaimed property when something happens to you.

Here is the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.

More Organized Than You Have Ever Been Before

With all of that background in mind: Your Family Wealth Planning Session is a value of $500, or if you have an existing estate plan that you want your attorney to review as part of this process, then your Estate Plan Checkup and Review is a value of $750.

The great part is if you would like to do preparation ahead of time to make your appointment as valuable a use of your time as possible, then you can schedule online below, follow the instructions as to how to prepare for your appointment, and then your appointment fee is waived.

We offer a complete zeroing out of the planning session fee in that case because your commitment to the preparation before the meeting saves me time, which saves you money.

If after reading this you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), schedule your Family Wealth Planning Session today.

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