02/25/2026
Every week, I hear the same question:
“How much do you charge for a trust?”
And I get it, money matters. Estate planning is an investment, and people don’t want surprises.
But here’s the problem: shopping for estate planning like it’s a commodity almost guarantees you’ll miss what actually matters.
Last month I spoke with someone who told me, “We don’t have much, just a house, a few accounts, and five kids.”
Five kids.
As we talked, the real story came out:
One child is financially responsible, another is struggling with addiction.
Two don’t speak to each other.
One is a caregiver and feels “owed.”
There’s a new spouse in the picture, and a fear that if the spouse remarries, the kids could be unintentionally cut out.
That’s not “simple.” That’s a family. That’s real life.
The right question isn’t “What does it cost?”
It is:
What’s my actual risk?
What could go wrong if I do nothing (or do the wrong thing)?
Who would make decisions if I’m incapacitated?
How do I protect my kids, my spouse, and my wishes, without creating conflict?
What makes us different is we don’t start with a quote. We start with a conversation. Because your plan shouldn’t be built around a price tag, it should be built around your life.
If you’re looking into planning right now, ask this first:
“What problem is this plan solving for me?”
