Estate planning, coordinated by your Guided Wealth team.
Wills, trusts, healthcare directives, and beneficiary alignment - drafted by licensed attorneys and integrated with your financial plan.
Engagements from $1,000. One coordinated process, one fixed fee.
Foundational documents tailored to your family structure.
Healthcare proxies, living wills, and durable powers of attorney.
Retirement, insurance, and TOD/POD accounts reviewed and titled correctly.
Documents reviewed alongside your advisor and tied to your financial plan.
Pick the plan that matches your household.
Flat, one-time engagement fees. No hourly billing, no surprises.
Included in your first-year planning engagement at no additional cost.
Flat-fee, one-time engagement for households not yet working with Guided Wealth.
Individual / One Trust Plan
Will-Based - New
$1,000Comprehensive will and ancillary documents
Trust-Based - Restatement
$1,800Restated revocable trust
Trust-Based - New
$2,500New revocable living trust
Joint / Two Trust Plans
Will-Based - New
$1,500Mirrored wills for both spouses
Trust-Based - Restatement
$2,500Restated trust(s) for both spouses
Trust-Based - New
$3,500New revocable living trusts
* Includes notary and witness fees, property recording fee for primary residence for a max of up to $500.
What's
included
A coordinated approach to legacy, integrated with your financial plan.
Core Documents
- -Pour-over will for each grantor
- -Healthcare proxy / medical power of attorney
- -Durable financial power of attorney
- -Living will / advance directive
Planning Coordination
- -Information gathering and intake
- -Beneficiary and trustee review
- -Document review alongside your advisor
- -Integration with your financial plan
- -Post-signing asset titling guidance
Beneficiary and Titling Review
- -Retirement account beneficiary audit
- -Life insurance beneficiary review
- -TOD / POD account alignment
- -Trust funding checklist provided
Communication and Delivery
- -Dedicated planning meeting to review goals
- -Summary letter explaining each document
- -Secure digital delivery of all documents
- -Follow-up meeting post-signing
Not included: entity-level planning (business trusts, LLCs, family limited partnerships), irrevocable trusts, charitable trusts, or documents requiring specialized estate tax counsel.
From conversation to signed documents
We review your family structure, assets, wishes, and any existing documents to understand what needs to be built or updated.
We walk through each document with you - trustees, beneficiaries, powers of attorney, healthcare directives - before drafting begins.
Before you sign, we review all documents alongside you to ensure they reflect your intentions and align with your financial plan.
After signing, we provide a trust funding checklist and a follow-up meeting to ensure accounts and assets are titled correctly.
Good to know.
Let's get your estate plan in place
Whether you're starting from scratch or updating documents that no longer reflect your situation, we'll coordinate the entire process. There is no obligation until you are ready.
Guided Wealth LLC does not practice law and does not provide legal advice. Estate planning documents are prepared by and under the supervision of licensed attorneys. Documents beyond the scope described above - including irrevocable trusts, charitable vehicles, or business entity planning - may incur additional cost or be referred to outside counsel.
Estate planning coordination is offered as a standalone service independent of investment management. Document drafting is facilitated through Wealth.com. Fees are flat-rate and payable upon engagement. This schedule is effective 2026 and subject to change with advance notice.
This document is for informational purposes only and does not constitute a legal agreement. Please refer to your engagement letter for complete service terms.