Estate Planning

TealAcre does not use a cookie-cutter approach to estate planning.

At this law firm, estate plans are prepared according to a structured process called the Composite Legacy Strategy Process, which is designed to make sure none of your property ends up in the State’s Division of Unclaimed Property regardless of your chosen level of planning.

There are three levels of planning, which can be thought of as “bundles” of services, with options for everyone from individuals who are just starting out to well-off professionals and their families concerned with asset protection, tax minimization, and the preservation of wealth.

Fees typically start range from $2,000 for individuals who are indifferent to sending their heirs to probate to $8,000 for a comprehensive plan that provides maximum asset protection for your spouse & chosen beneficiaries.

When we meet for your Composite Legacy Strategy Session, we will review the three levels of planning with you, and you will choose your own fee based on your budget and what is most important to you.

There is no effective one-size-fits-all solution.

At TealAcre’s our goal is to give you the knowledge and guidance needed so you can make educated & empowered decisions regarding your legacy.

TealAcre’s Estate Planning Services include Revocable Trusts, Wills, Powers of Attorney, Advance Healthcare Directives, and Asset Protection