Wills & Legacy Planning
Health & Wealth Legacy Counsel
Put your house in order - with intention.
WHO THIS IS FOR
A will is one of the most important decisions you will make for the people you love - and one of the easiest to put off. Health and Wealth Legacy is our advanced directives and legacy planning service for people who know they need to get their affairs in order but have not known where to start.
We make the process clear, manageable, and human.
This is not a form-filler or copy-and-paste session. Those are easy to find. This is a counsel experience: legally sound, up to date, and designed to help you make informed decisions without the guesswork.
WHAT’S INCLUDED
Three tiers with one goal: to get your house in order
Foundation Plan
$2,500
For clients who need their health, financial, and end-of-life decision documents in place, but are not yet drafting a will.
Includes the Core 4 documents:
Health Care Proxy
Financial Power of Attorney
Living Will
Disposition of Remains
Also includes:
30-minute intake call
60-minute post-drafting plain-language walkthrough
Summary sheet
One round of revisions
Note: This tier does not include a will.
Protection Plan
$3,800
For clients who want a fuller family-protection plan.
Includes all Foundation documents, plus:
Basic Will
Tenant Succession Rights documentation
Standby Guardian Designation, where applicable
Designation of Person in Parental Relation, where applicable
Also includes:
45-minute intake call
90-minute plain-language walkthrough
One round of revisions
Note: The Basic Will included in this package is designed for straightforward estate wishes. It does not include testamentary trusts, special needs planning, tax planning, business succession planning, complex beneficiary structures, or contested-family planning.
Full Legacy Plan
$5,000
For clients who want the full document suite plus a deeper strategy conversation.
Includes the same 8-document suite as the Protection Plan, plus:
60-minute holistic strategy session
Discussion of your estate goals, family dynamics, trusted decision-makers, and what these documents need to accomplish together
Annual review to keep your plan current as life changes
Note: Best for clients with straightforward estates who want a more holistic conversation about family dynamics, trusted decision-makers, and how their documents work together. Complex estate, trust, tax, real property, probate, or contested-family planning is separately scoped.
WHAT TO EXPECT
Every HWL engagement begins with a pre-drafting session: a real conversation about what you want, who you trust, and what matters most to your family.
You will receive your documents with a plain-language walkthrough so you understand exactly what you are signing and why.
You will leave with something: a completed document suite, a clear next step, or a referral to the right resource. You will not leave empty-handed.
GOOD TO KNOW
HWL is designed for straightforward individual estate planning and advance-directive planning. It does not include trust drafting, testamentary trust provisions, special needs planning, tax planning, real property transfers, business succession planning, landlord negotiations, housing court representation, probate, administration, or contested estate matters.
Tenant Succession Rights documentation means planning and guidance documents related to preserving key housing information and wishes. It does not include landlord negotiations, housing court representation, or contested succession claims.
If your situation requires something beyond this scope, we will tell you clearly and provide a separate scope, add-on fee, or referral to the right professional.
READY TO GET STARTED?
A free 15-minute discovery call is your first step. No pressure, no commitment; just a conversation about where you are and whether we're the right fit.