Three Levels of Planning

Our fees generally range from $2,000 for starter plans designed for families with young children and modest assets, up to $8,000 for extensive plans offering significant asset protection and comprehensive coverage against inadvertent loss or court processes. We believe that if you’re seeking a lower-cost alternative, you might find comparable quality online, which is why we position our services at the intersection of affordability and effectiveness. During your Family Wealth Planning Session, we will review these three levels of planning with you, allowing you to select the option that best fits your budget and priorities. Our goal is to ensure that your family is well-protected and that you have real security, avoiding the false sense of security that comes with cheaper, less comprehensive options.

Personalized Service

At Valley Legacy Planning, personalized service is at the heart of everything we do. Our approach is both educational and proactive, tailored to your unique family situation, assets, and individual needs. We work closely with you to understand your specific desires and values, guiding you to make informed decisions about the best plan for your family and assets.

We serve a diverse range of families, including:

• Traditional two-parent families or single parents seeking to protect and provide for their children and themselves.
• Unmarried couples solidifying their relationship or navigating its dissolution with compassionate legal support.
• Blended families managing new relationships and expectations.
• Families with special needs, ensuring ongoing care and access to government assistance.
• High-net-worth individuals looking for strategies to minimize estate and income taxes.
• Family business owners planning for the future of their companies and transitions to the next generation.
• Executors and beneficiaries handling probate administration.
• Trustees and family members managing trust administration and carrying out a legacy.