Legacy Trust
$2,495
Homeowners who want to keep their home out of court
- Living trust
- Wills, powers of attorney and health care directives
- Attorney review available
Let’s confirm how your plan actually works.
What you saw in your results is worth confirming—before anything is tested.
A private, structured review of your results—so you leave with a clear understanding of what’s working, what may not, and what—if anything—needs attention.
Eric Rodriguez
Wealth Coordination
Family. Finances. Legacy.
Estate Advisor · AFC™ (Accredited Financial Counselor)
This is a structured, guided review—focused on clarity, not pressure.
By the end of this review, you’ll know:
- ✓What’s already working
- ✓What may not work the way you expect
- ✓What—if anything—needs to be addressed
Most families uncover 2–3 things they didn’t expect. This is where you find them—before they become a problem.
“We thought everything was fine… turned out 2 things weren’t set up right.”
TrustGuard client · No compensation was provided for this statement.
Complimentary 20-minute review — see what’s working and what may need attention.
20 minutes · By phone or Zoom · You’ll leave with a clear next step
Your 20-minute estate review is complimentary — no cost, no obligation.
Reschedule or cancel anytime
Simple, upfront pricing
Every plan is guided step by step. Your 20-minute review is complimentary.
Family
$997
about $499 per person
Married couples and parents
- Wills for both spouses
- Powers of attorney
- Health care directives
Essentials
$697
Single, or just getting started
- Will
- Power of attorney
- Health care directive
More complex situations (blended families, business owners, several properties)? Custom plans from $3,900.
A mobile notary comes to your home for signing; the notary fee is paid separately. County recording fees for deeds, if any, are paid directly to the county.
Family TrustGuard is not a law firm and does not provide legal advice. Independent attorney services may be available when appropriate.
During the review, we’ll:
- ✓Walk through your results and key gaps
- ✓Confirm what’s already working
- ✓Identify anything that may need attention
- ✓Outline the next step—if one is needed
Because if something is off, your family won’t find out until it matters.
“Honestly thought we were covered. The walkthrough showed us we weren’t—and exactly what to fix.”
TrustGuard client · No compensation was provided for this statement.
Eric Rodriguez
Wealth Coordination
Family. Finances. Legacy.
Estate Advisor · AFC™ (Accredited Financial Counselor)
I help connect what most people don’t see—how your accounts, documents, and decisions actually work together.
Most people who book are in one of these spots:
- •“We set something up… just haven’t checked it”
- •“We think it’s fine… but not 100% sure”
- •“We haven’t done it yet… and don’t want to get it wrong”
If that sounds like you, this will give you clarity fast.
★ 5.0 on Thumbtack · verified reviews·Guided process · Attorney review available·Serving NJ, PA, NY & DE
You don’t need to make any decisions during the call.
This is simply about understanding what’s there—clearly and confidently.