Discovery & Smart Intake
Our diagnostic tool helps us understand your needs and direct you to the right resources
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How can we help you today?
Frequently Asked Questions
What is the discovery call?
The discovery call is a 15-20 minute conversation where we learn about your situation, explain our process, and determine if we're the right fit for your needs.
How much does estate planning cost?
Our flat-fee packages start at $2,500 for a basic estate plan and go up to $8,000+ for comprehensive asset protection strategies. We'll provide a specific quote after our discovery call.
How long does the process take?
Most estate plans are completed within 2-4 weeks from our initial consultation. Complex asset protection plans may take longer.
What if I'm not in Bradenton?
We serve clients throughout Florida via phone, email, and secure video conferencing. We can also work with your local attorney if needed.