Fixed-Fee Estate Planning, Structured by Complexity
TrustYourEstate is designed for Delaware families who want a clear plan and a predictable process. Fees are fixed and scope is defined up front—so the work stays calm and organized.
Delaware families who value clarity
- Married couples and families
- $750,000 – $5M in assets (typical range)
- Business owners and professionals
- Blended or evolving family structures
- Families who prefer structure over uncertainty
Situations that require bespoke engagement
- DIY document preparation
- Ultra-high-net-worth tax structuring
- Ongoing litigation matters
- Highly specialized or multi-jurisdictional tax planning
If your situation exceeds the platform’s intended scope, we’ll identify that early and route you to the appropriate next step.
Choose the structure that fits—then implement it cleanly
Each tier reflects coordination needs. The goal is not complexity for its own sake. The goal is alignment—so the plan works when it matters.
Trust-based planning for single Delaware residents with straightforward assets. Married couples start at the Essential Trust Plan.
- Individual revocable trust
- Pour-over will
- Durable financial power of attorney
- Advance healthcare directive + HIPAA authorization
- Certificate of trust
- Funding roadmap (asset-by-asset retitling instructions)
- Single, Delaware resident
- No business ownership
- No out-of-state real estate
- Straightforward beneficiary structure
- Married couples (start at Essential)
- Joint trust design or spousal coordination
- Business or multi-state real estate complexity
Foundational trust-based planning for families with straightforward-to-moderate assets who want clarity, continuity, and a well-defined plan.
- Revocable trust (typical joint structure for married couples)
- Pour-over wills
- Durable financial power of attorney
- Advance healthcare directives + HIPAA authorization
- Structured funding guidance (what to retitle, what to update)
- One formal review meeting
- Assets are primarily bank, brokerage, retirement, and primary residence
- No significant business succession concerns
- Family structure is straightforward
- You want predictable process and clean deliverables
- Complex blended-family distribution design
- Multiple entities requiring coordination
- Multi-state real estate complexity beyond basic planning
- Bespoke tax structuring needs
For families whose assets or dynamics require deeper coordination—separate property, more complex titling, multi-state considerations, or customized distribution design.
- Trust structure analysis (joint vs separate planning where appropriate)
- Customized distribution staging beyond standard patterns
- Enhanced coordination around property and account titling
- Planning alignment for up to 1–2 entities (light coordination)
- Two structured planning meetings
- Asset-category funding checklist tailored to your facts
- Separate property or nuanced ownership structure
- Real estate in more than one state
- Existing LLC interests or partnership interests
- Blended-family considerations that require tighter drafting coordination
- Business succession planning requiring governance work
- High complexity entity structures
- Extensive intergenerational planning beyond platform scope
For business owners and families where governance and long-term intent require deeper structure—succession alignment, complex distribution objectives, and higher coordination risk.
- Business ownership coordination (succession and authority continuity)
- Review for alignment with key governance documents (high-level coordination)
- Separate-share planning where appropriate
- Long-term distribution structure design for descendants (as scoped)
- Expanded funding coordination approach
- Three or more structured meetings (as scoped)
- Business is a significant portion of net worth
- Partners, operating agreements, or transfer restrictions matter
- Complex blended-family objectives and long-term intent require structure
- You want risk containment through coordinated planning
- Ultra-high-net-worth tax structuring outside platform scope
- Complex international tax planning
- Litigation-driven planning matters
Will-Based Planning (Upon Qualification)
For some families, trust-based planning is not necessary. Limited will-based planning may be available after qualification when assets and objectives do not require trust-based coordination.
If this is the right fit, we’ll identify it during the qualification step.
Because uncertainty is the enemy of follow-through
Estate planning is easiest to finish when the scope is clear. Fixed fees reflect defined deliverables and a structured process—so you can make decisions without guessing where things are headed.
Ready for a Clear Next Step?
Begin with a short qualification step. If the platform fits, we’ll guide you through a structured planning process. If it doesn’t, we’ll route you appropriately.