ESTATE PLANNING SERVICES

All The Tools You Need To Protect What Matters Most To You.

Estate planning is a proactive and comprehensive approach to managing one's assets, protecting loved ones, and ensuring that one's wishes are carried out effectively. It is a critical aspect of responsible financial and personal planning.

Estate Planning Packages

A comprehensive package offers a more integrated, efficient, and cost-effective solution, ensuring that clients receive a coordinated set of services that work together to achieve their overarching goals.

Individual Comprehensive Plan

Starting at $3,000

Top Features

  • Revocable Living Trust
  • Durable Power of Attorney 
  • Healthcare Power of Attorney
  • Funeral & Memorial Service Instructions
  • Living Will
  • HIPPA Waiver
  • Pour Our Will
  • Funding Documents 
  • Formal Signing Ceremony
  • Notarization of Documents*
  • Personalized Client Portal
  • Estate Planning Portfolio
  • 1:1 Consultation with a Certified Estate Planner and/or Wealth Advisor
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Married Couples Comprehensive Plan

Starting at $5,000

Top Features

  • Marital Revocable Living Trust
  • Durable Power of Attorney
  • Healthcare Power of Attorney
  • Funeral & Memorial Service Instructions
  • Living Will
  • HIPPA Waiver
  • Pour Our Will
  • Funding Documents 
  • Formal Signing Ceremony
  • Notarization of Documents*
  • Personalized Client Portal
  • Estate Planning Portfolio
  • 1:1 Consultation with a Certified Estate Planner and/or Wealth Advisor
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A La Carte Trust Services

A la carte services offer a level of flexibility and customization that can be particularly beneficial for individuals with unique financial or legal situations. This approach ensures that you receive precisely the services you need, tailored to your specific circumstances and goals

Irrevocable Living Trust

Starting at $2500

Pricing Varies Based on Complexity

  • Estate Planning Consultation
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Trust Funding

Starting at $1,500

  • 1:1 Meeting with a Funding Specialist
  • Detailed Client Instructions
  • Assistance with Trust Funding
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Trustee Services

Starting at $29

Per Month + Service Fee

  • First Dakota National Bank
  • No Cost Until Active
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Personal Asset Trust

Starting at $995

Specialty Trust

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IRA Beneficiary Trust

Starting at $995

Specialty Trust

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Special Needs Trust

Starting at $995

Specialty Trust

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