“This sounds great and all, but how much will it cost?” I get this question all the time. And it is important question. I cannot answer it as there is not a “one-size fits all solution for every family. I would certainly be cautious of any lawyer who provided a price without meeting you or taking the time to understand you and your family’s unique situation.
I do believe that estate planning is important for every family and individual and so I have designed my fees so that they are affordable and effective.
How Much Will it Cost?
We start every plan with a Family Wealth Planning Session. During this session, we review everything you own, discuss everyone you love and you will understand exact what would happened to everything you won and everyone you love, in the event of your death or incapacity.
If you don’t have a plan, we will discuss the plan that New Mexico has in place for you. If you do have a plan, will review your current plan with you. If you are not happy with your current plan or the plan that New Mexico has for you, you will tell us what you would want to change. From there, we will look at the most effective, efficient and affordable way to achieve your goals.
When you work with me, you will be making informed, educated, empowered decisions for those love and not just choosing an estate plan based on price.
I have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for those you love so that you are not forced to make a decision based on price because you don’t have any other basis for making your decisions.
All of that said, I have provided a range of estate planning costs:
- A Family Wealth Planning Session will cost $750.00. An Estate Plan Review will cost $900.00. These fees are applicable if you do not complete your paperwork prior to the meeting. If you complete your paperwork, these fees will be waived. If you decide to continue with designing a plan and you paid the applicable fee, then that fee will be applied to the plan you pick.
- My three levels of planning for a comprehensive plan (or an update of your exist plan range between $1,000.00 and $7,000.00 for a married couple, depending on the choices you make during the Family Wealth Planning Session. If you are single, then the plan is discounted from there.
If you are ready to make informed, empowered, and educated decisions for the people you love (instead of shopping around for the cheapest plan), get started by booking your Family Wealth Planning Session or Estate Plan Review or call 505-373-3319 to schedule a time.