Three Levels of Planning

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Estate planning at Cruz Law is not one size fits all.

 

Blyss Cruz offers three levels of planning to suit your varying needs. From starter plans, primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth, Cruz Law has you covered.

 

Generally, the fees for a married couple with kids who is not focused on keeping the family out of court range between $2,000 up to $8,000 on the high end for an extensive plan that provides significant asset protection after death, along with maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process. It’s Blyss's opinion that if you are looking for less expensive planning, you may be better off reading up on the process and doing it yourself because you’ll likely get the same quality of planning online as you will with a lawyer charging fees that are less than what is offered here.  

 

Cruz Law's pricing is at the intersection of affordability and effectiveness. During your Family Wealth Planning Session, Blyss will review the three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Cruz Law's plans are focused on ensuring your family has somewhere to turn if, and when, something happens to you, and that your plan will work and you have real security, rather than the false security that comes with a cheap set of estate planning documents.

 

There truly is no one-size-fits-all choice. Blyss has created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions. 

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Personalized Service

Blyss believes in personalized service for each and every client. The approach at Cruz Law is educational and proactive – Blyss educates you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guides you to tell her what you want most, so she can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets. 

Cruz Law represents families throughout varying stages of life:

  • Traditional two-parent families or single parents wishing to provide for and protect their children and themselves;

  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;

  • Blended families negotiating the challenges of creating new relationships with varying expectations;

  • Families looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;

  • High net worth families seeking strategies for minimizing estate and income taxes;

  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;

  • Estate executors and beneficiaries navigating the court process of probate administration; and

  • Family members or trustees carrying out the legacy left behind through trust administration.

Ensure Your Plan is Current

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Cruz Law has annual membership programs to ensure your plan continues to work throughout your life, your assets are always owned in the right way and you are able to feel confident calling with your legal issue without worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of Cruz Law's membership programs or not, Blyss keeps her clients updated about changes in the law and issues that might affect their lives. Click here to learn more about Cruz Law's membership program.

Cruz Law often serves the whole family, including multiple generations of the same family. From free estate check-ups for elderly parents to basic planning documents for young adult children, become part of Cruz Law's client family and feel how much Blyss cares.

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