As you can imagine, we get the question, “How much does an estate plan cost?” quite frequently.

And, it’s a good question that I want to answer for you as clearly as I can given that there isn’t a one-size fits all solution for every family. I would run quickly from any lawyer who can tell you exactly what your plan would cost via email or over the phone without a comprehensive discovery process.

You see, this is exactly why most estate plans fail. Families shop around based on price because they don’t know any other way to shop for an estate plan. And, they end up with a traditional estate plan, which is just a set of documents that do not actually work when the family needs them .

Here’s what I can assure you:

We’ve priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Planning Session, which is designed to get you more financially organized than you’ve ever been before and ensure that, no matter what, none of your hard-earned assets will be lost to the Massachusetts Unclaimed Property Division when something happens to you.

Even if you never do any planning with us, the Planning Session alone is a hugely valuable process for you and your family because you will create a full inventory of your assets to ensure your family knows what you have.

Then, when we meet, we will review everything you own and discuss everyone you love. And, you’ll understand exactly what would happen to everything you own and everyone you love in the event of your death or incapacity.

If you don’t have a plan, we will cover the plan that Massachusetts has for you. If you do have a plan, we will review your current plan with you. We call this an Estate Plan Review and Check-Up. If you aren’t happy with your current plan or the plan Massachusetts has for you, you will tell us what you want to change. Then, we’ll look at the most effective, efficient, and affordable way to achieve your goals.

Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love. You won’t just be shopping around based on price.

And, the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one-size fits all choice.

We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.

Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.

With all of that background in mind:

• A Planning Session is $400, and an Estate Plan Review and Check-Up is $600. Those fees are applied to the cost of your package if you decide to work with us past this point.

• Our three levels of planning for a comprehensive plan range between $3,000 and $10,000 for a married couple depending on the choices you make during your Planning Session. If you are single, planning is discounted from there appropriately.

If after reading this you are ready to make informed, empowered, educated decisions for the people you love instead of just shopping around for the cheapest plan, get started by scheduling your Planning Session or Estate Plan Review and Check-Up.