Wills and Trust Estate Planning

Choosing Family First Estate and Trust means laying a strong foundation for your family’s future — one built on clarity, care, and lasting protection. We believe estate planning is far more than preparing documents; it’s about creating peace of mind that carries through every stage of life.

No two families are the same — and your plan shouldn’t be either. Every client’s journey with us begins by understanding your unique story, values, and goals. From there, we design a plan that reflects who you are and what you want to preserve.

We offer three levels of customized planning so you can choose the approach that best fits your life stage, financial situation, and priorities:

• Foundational Plans – Ideal for families with young children or those just beginning to build wealth. These plans focus on naming guardians, setting up essential protection, and ensuring your loved ones are cared for no matter what.
• Comprehensive Plans – Designed for established families who want to keep their assets organized, protected, and smoothly transferred without court involvement or conflict.
• Legacy Plans – For those ready to take full control of their estate, reduce tax exposure, and preserve family wealth and values across generations.

At Family First, we believe planning should always be personal — and pricing should always be transparent. That’s why we offer flat-fee pricing with no hourly billing, hidden costs, or surprises. Our services are priced at the intersection of affordability and effectiveness, typically ranging from around $2,000 for foundational protection to $8,000 for comprehensive legacy and asset-protection plans.

If you’re simply searching for the cheapest option, you may find templates online — but those can’t protect your family the way a personalized, legally sound plan will. During your Family Wealth Planning Session, we’ll review all three planning levels together so you can make an informed choice that fits both your budget and your priorities. You’re always in control of the process.

Every plan begins with a conversation — not a form. We listen, learn, and design an estate plan that truly reflects your family’s story and ensures your legacy endures with confidence and care.