VIRTUAL v. IN-PERSON ESTATE PLANNING

How Much Does an Estate Plan Cost?

This is one of the first questions people when they think about estate planning. Regrettably, there is no “standard” answer, as estate planning is not a “one-size fits all solution” for every family, this means that the price for your plan most likely will be different then neighbor’s. Your plan needs to fit your specific needs, desires and situation for it to be effective. Any lawyer who tells you differently, clearly does not know enough about the subject and therefor should not be helping you create your estate plan.

Most people who make price-based decisions, end up spending more money on the back-end, because “form-documents” or “one-size-fits-all” packages usually do not work when they are most needed. If you read the disclaimers on services like “legalzoom” their fine print tells you they are “not a law firm or a substitute for an attorney or law firm.” Moreover, they don’t “provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, (…) options, (…) or strategies”, technically stating that their form-documents are not guaranteed to fit your needs…

“Every family should have the right to spend their money, after tax, as they wish, and not as the government dictates.

Let us extend choice, extend the will to choose and the chance to choose.”

~ Margaret Thatcher

This is why we are Different… We Don’t Sell Documents We Create Custom-Fit Plans to fit Your Personal Needs, because We Focus on Outcomes, NOT Documents.

We at GP Schoemakers, PLLC believe that every Estate Plan is formed by education and informed decision making. We believe your Estate Plan should empower you, not cripple you when the time comes for it to become effective. During our Peace of Mind Sessions we aim to get your organized and prepared for when death or incapacity finds you. We will discuss your personal needs, your family situation and your desires after which we will create your personalized estate plan. A plan that will work when you or your family need it most!

Here’s the most important part for you to know: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price. And the best part is—at our office—you actually get to choose your own fee based on your budget and the options that are most important to you and your family. There truly is no one-size fits all choice.

Most of our Fundamental Estate Plans (Will or Trust Based) are done for a flat fee, quoted upfront, so there wont be any surprises or hidden charges later on. We also offer both Virtual and In-Person Estate Plans.

There are only Two Options: Make Progress or Make Excuses… it’s your call.

~ Tony Robbins

In-Person Estate Planning – Concierge Service Levels

Our In-Person Estate Plans (concierge service levels) range between $2000-8500. These In-person Estate Plans come with comprehensive advice and counsel. This concierge level service is a deeper, more holistic approach in which our attorney coordinate services with other financial professionals, including tax advisors/preparers, investment managers, insurance brokers, real estate professionals and valuation analysts. We recommend this approach to individuals, couples and families who have accumulated moderate (150K+ ) to significant amounts of assets, have young children or who are focused on wealth preservation and asset protection, or are faced with a pressing concern, such as a high net-worth divorce or establishing a guardianship for a disabled loved one.

“Life is a Matter of Choices, and Every Choice You Make, Makes You.”

~ John C. Maxwell

Virtual Estate Planning

Our Virtual Estate Plans are about 50% less than that, because you will to do most of the leg-work by completing our interactive estate planning worksheet online. Why? Because Attorney time and paralegal time are reduced significantly when information does not have to be retyped and because you will save us time and money by not having to do this in the office, we have decided to pass our savings on to you. We recommend this approach to individuals, couples and families of modest means who do not require the depts of our concierge service levels.

This cloud-based system allows busy and budget-conscious clients to put a plan in place at their own pace. It is extremely user-friendly and is kept up-to-date with the most recent laws and regulations affecting estate planning. The process involves easy assess to our online portal, completing a straightforward questionnaire, and choosing documents you wish to include in your plan. Once you completed the online process, our attorney will review your information, advice on areas that may have been overlooked, or should be considered before going forward. Once this is done, our Attorney will personally draft your documents, and finalize your estate plan.

“I can not do everything, but I can do something. I must not fail to do the something that I can do!”

~ Helen Keller

Why do we offer both? Because life is about options and choices, and we want to give you more than the Traditional Law Firms. We firmly believe that Estate Planning is an essential part of everyone’s life, it doesn’t matter how much assets you have, how busy you are, or, where in Texas you live. We understand that some people require more in-dept planning while others don’t. Some of your clients don’t mind doing some of the leg-work, while others prefer the more traditional, concierge service level, estate planning approach. No matter what your preference might be, we are here for you!

So contact us today, or call our office at 832.408.0505 if you are ready to protect yourself, your family and your future. We are here to help!