Pricing

"What's your SPF level?" (S-State Protection Formula)

A core value of Lifeguarding Legacies is transparency. Our legacy packages follow a very clear fixed-pricing model based primarily on the complexity of your family situation. Think of it as your “S-State Protection Formula.” Just as the level of SPF in sunscreen blocks harmful rays of the sun, the wills and revocable living trust formulas are designed with the right amount of legal protection. Hover over the SPF level tubes below for more information. All appointments, follow-ups, notary fees, hardcopies, and online portal access are included in your package. The Client Agreement includes all other terms.

SPF 7 - $400

Focuses on giving parent(s) a voice for health and financial concerns. Parent(s) must be present at appointment.

Includes:

Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will

SPF 10 - $1000

Focuses on giving voice to key loved ones. Addresses simple asset planning, end of life decisions, and pet care planning.

Includes:

Will
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will
Beneficiary Deed
Asset Advice

SPF 20 - $1200

Focuses on property distribution. Addresses simple asset planning, end of life decisions, giving voice to key loved ones, and pet care planning.

Includes:

Will
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will
Beneficiary Deed
Asset Advice

Spouse: $300.

Other Plus One: $500.

SPF 30 - $1500

Focuses on guardianship and provision for children. Addresses property distribution, asset planning, end of life decisions, giving voice to key loved ones, and pet care planning.

Includes:

Will with Trust Provisions
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will
Deed (if needed)
Asset Advice

Spouse is $300.

Other Plus One is $500.

SPF 40 - $2500

Focuses on guardianship with structured distributions over time, child with special needs, value conditions, avoiding future conflict, privacy, and legal protections. Addresses comprehensive asset planning, remarriage concerns, end of life decisions, giving voice to key loved ones, pet planning.

Includes:

Family Trust
Pourover Will
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will
Community Property Agreement
Deed to Trust
Funding Assistance
Family Meeting
Advisor Meeting

Spouse is $500.

Other Plus One is $800.

SPF 50 - $3000

Focuses on guardianship with fair distributions to family members over time, child with special needs, value conditions, visitation, avoiding future conflict, privacy, and legal protections. Addresses comprehensive asset planning, remarriage concerns, end of life decisions, giving voice to key loved ones, and pet care planning.

Includes:

Specialty Trust(s)
Pourover Will
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Waiver
Living Will
Community Property Agreement
Deed to Trust
Funding Assistance
Family Meeting
Advisor Meeting

Spouse is $500.

Other Plus One is $800.

Pricing

"What's your SPF level?" (S-State Protection Formula)

SPF 7 - $400

SPF 10 - $1000

SPF 20 - $1200

SPF 30 - $1500

SPF 40 - $2500

SPF 50 - $3000

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