Legacy Planning
Protecting Families
Ensuring your wishes are honored, loved ones cared for, and assets protected is our priority at The Siler Firm. With our expert guidance and tailored solutions, we secure your family's future.
We offer most legacy planning services at fixed prices. However, services involving research, reviewing documents, complex matters, or non-document tasks like consulting or negotiations may be billed hourly.
Legacy Plus Plan
Our estate planning package that offers the bare minimum that every individual/family needs. This foundational plan includes essential documents such as a basic will, power of attorney, and healthcare directives. Perfect for individuals or families starting their estate planning journey.
Individual - $1,500.00
Married Couple - $2,500
Legacy Elite Plan
Counseling-based planning tailored to the unique needs of your family. Tailored to your family's unique needs, this plan involves in-depth counseling to craft a comprehensive estate strategy, including revocable living trusts and more.
Individual - $2,500+
Married Couple - $3,700+
Legacy Premium Plan
Counseling-based estate planning involving more complex matters such as buy-sell agreements, Medicaid Asset Protection Trusts, irrevocable trusts, and sophisticated strategies to minimize taxation and fees. Ideal for high-net-worth individuals or families, this plan addresses complex matters like Medicaid planning, irrevocable trusts, and tax minimization strategies. We work closely with you to protect and optimize your wealth.
Starts at $9,999
A La Carte Services
Stand-alone services such as: prenuptial/post-nuptial agreement; real estate deed preparation; and amendment of existing estate plan.
Contact us for pricing
Contact Us!
To learn more about which Legacy Planning package is right for you, fill out the form below and a member of our team will contact you.
