Estate Planning 101

  • Review Existing Trust Directives (if applicable)

    • Identify & Meet Trustees, Beneficiaries, Executors, Power of Attorney’s, Guardians of Minor Children, etc.

    • Review Account Registrations and Beneficiary Designations

    • If no Living Trust, Will, Power of Attorney, etc., consider the benefits of Legacy Planning

  • Trust Funding Guidance & Assistance

  • Discuss Estate Equalization

  • Collaborate with accountants, attorneys and other professionals to Weigh Tax Factors and Cost Basis for Investments, Insurances, Annuities & Real Estate

  • Access to 5FB Coaching and Guidance During Distribution of the Estate Assets

  • Discuss Final Expenses and Arrangements

  • Guidance During Distribution of Estate Assets

  • Review Guardianship of Minors

  • Considerations to increase value of the estate and conserve current assets

 

PRICING

$675

As Add-on for existing Holistic Planning clients

OR

$1,100

+$125 Admin Fee

for Stand-alone services

(Planning fees payable in one up-front payment or 3 consecutive equal monthly payments. Admin Fee due at contract execution)