Estate & Personal Planning

Beneficiary designation audit (up to 10 accounts)

$90

What's included

Gap analysis + update checklist

Flat fees assume one primary goal; extended negotiations, litigation, or non-standard complexity may require a custom quote. Court/agency/recording/process fees are separate unless stated otherwise.

The cost of your a-la-carte service can be applied to a membership (offer expires in 1 year from service date)