Will and Trust Planning
Will and Trust planning is not one size fits all.
We offer 3 levels of planning to suit your needs. From starter plans primarily for families with young children to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.
When we meet for your Family Wealth Planning Session, we will review the 3 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.Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of Will and Trust documents.
There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Our fees range from $2,000 up to $10,000 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process.
Securing Your Future
Personalized Service
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
Ensure Your Plan Is Current
Annual memberships are available to ensure your plan continues to work throughout your lifetime. Your assets are always owned in the right way, and you are able to feel confident calling us without ever worrying about receiving a bill in the mail. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
Meet Your Will and Trust Planning Team
Levi Alexander
Personal Family Lawyer™
Wills and Trusts
Nicole L. Stiltner
Funding Attorney
Leave Your Legacy
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. A video that will be given to your loved ones after your passing. What could be more valuable?
At Legal Journeys, LLC we believe Will and Trust planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.
We Help You Capture These Precious Moments
We realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday. That’s why at Legal Journeys, LLC we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual, and human assets, who are and what’s important to you.
Client Testimonials
They did an Will and Trust for my mother and I was very impressed with how thorough they are! They were very professional and we were treated like our family really matters.
Karen T.
Levi and Nicole are both solid professionals that spend time and effort to meet your needs. I have used them to plan my estate and am very satisfied with them, I would recommend them!
James V.