Why Cost Matters in Estate Planning
One of the first questions I’m asked is:
“How much does an estate plan cost?”
It’s a fair question — and one that deserves an honest answer.
But here’s the truth: there isn’t a one-size-fits-all price tag for estate planning, because there isn’t a one-size-fits-all family. Every family’s situation, goals, and assets are different.
The Family First Difference
At Family First Estate Planning, we’ve designed our process to give you the perfect balance of affordability and effectiveness.
We start every engagement with a Family Wealth Planning Session — an in-depth meeting that helps you get more financially organized than ever before.
Even if you decide not to move forward with a plan, the preparation for this session alone is invaluable.
Your Investment in Peace of Mind
● Family Wealth Planning Session – Valued at $750
● Estate Plan Checkup and Review – Valued at $950
If you prepare ahead of time, we waive the entire session fee.
When you schedule online, you’ll receive simple instructions to prepare before your appointment. You’ll secure your spot with a credit card — but nothing is charged as long as you keep your appointment and complete your preparation in advance.
Planning for Your Children
Why Having a Will Isn’t Enough to Protect Your Children
If you’re a parent, your estate plan has to start with one critical goal — making sure your children are always cared for by the people you choose, in the way you want, no matter what happens.
At Family First Estate Planning, this is one of our deepest areas of focus.
The Truth Most Parents Don’t Know
Even with a will or living trust, here’s what could still happen if something happened to you:
● Your children could be placed in the care of strangers.
● Someone you would never want raising your kids could end up with custody.
● A judge could decide who raises your children.
● Family members could end up in a painful custody battle.
● Thousands of dollars could be lost to court costs and probate fees.
● When your kids turn 18, they could receive everything outright — with no safeguards.
That’s why we do things differently.
The Kids Protection Plan® — Peace of Mind for Parents
Every estate plan we create for parents includes a Kids Protection Plan®, a powerful way to make sure your children are always protected, no matter what.
Your Kids Protection Plan® includes:
● Legal documents naming short-term and long-term guardians.
● Clear instructions for emergency responders and authorities.
● An emergency wallet card to ensure guardians are contacted immediately.
Protecting What Matters Most
As a parent, you spend your life protecting your children — from their first steps to their first car keys. Your estate plan should do the same.
Schedule your Family Wealth Planning Session today and let’s make sure your plan truly protects what matters most — your family.