Estate Planning
Here at Elegy, our goal is to help you organize your assets and wishes into a well-thought-out estate plan so that everything is handled smoothly for your loved ones in the future. Whether you’re creating a will, setting up a trust, or making decisions about healthcare and finances, we are here to educate and guide you through each step. We make sure your plans are legally sound and tailored to your unique situation so that your legacy will be protected and your wishes respected.
Work Process
Information Gathering
Before our first meeting, we’ll ask for some basic details to ensure there are no client conflicts. Once cleared, you’ll complete a confidential questionnaire and share any existing estate planning documents to help us prepare efficiently.
01
Design Meeting
We’ll meet to discuss your goals and design your plan — covering trusts, trustees, powers of attorney, healthcare directives, guardianships, and other key elements of your estate.
02
Preparing Your Documents
Based on your preferences, we’ll draft your estate planning documents and share them through your client portal for review. Follow-up meetings can be scheduled for any questions or revisions.
03
Signing
You may sign your documents in our office or at home with a notary. After signing, we’ll finalize and record all necessary documents, guide you through funding your trust, and provide an annual review to keep your plan current.
04
Pricing Plan
Foundational Trust Planning
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Living Trust and Will
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Durable Power of Attorney
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Advance Health Care Directive
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Grant and Assignment
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Advanced protections for spouses and beneficiaries at higher end of range
Single
$2,000 – $3,000
Couple
$2,800 - 3,800
Custom Trust Planning
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All Foundational Trust Planning features
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Customized trust language and structures
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Additional design meetings and guidance
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Additional trust funding guidance
Single
$3,500 + hourly
Couple
$4,300 + hourly
Advanced Gifting and Tax Planning
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Irrevocable Trust and related documents
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Strategic gifting and tax planning
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Multi-generational trust design
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Ongoing advisory support