Estate Planning Services

Protect Your Legacy and Make a Lasting Impact

Estate planning is the crucial third step in the Foundation Phase of building lasting wealth and impact. At Strategic Income Group, we believe that estate planning is about more than asset protection—it’s about creating a legacy that reflects your values, safeguards your loved ones, and allows your wealth to make a positive difference for generations to come. Our services are designed to help you structure your estate, handle life’s unexpected emergencies, and ensure your wishes are carried out with precision.

Having the right Powers of Attorney—for medical and financial decisions—ensures that your loved ones can manage emergencies and critical decisions on your behalf when you are unable to do so. These documents are an essential part of protecting your family’s future and ensuring your intentions are honored in all situations.

SIG Clients

Service Menu

Estate Plan review of existing documents

$200

Have an attorney review and comment on your current Estate Plan and recommend any needed changes or updates.

Creation of a new Will based plan

$1,095

Living Will, Medical Power of Attorney, Financial Power of Attorney

Creation of a new Trust based plan

$1,695

State specific Revocable Living Trust, with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases

Each Property Deed into new Trust

$300

(AZ) (some states are higher, check rates)

Estate Plan Amendment

$300

Powers Package

$275

Business Assignments

$100

per entity

Signing & Review Meeting Includes:

Creation of a state specific Revocable Living Trust with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
Deed primary home to trust
Life/Disability Needs Analysis w/recommendations
Budget Analysis w/recommendations (Housing Expense Ratio, Consumer Debt Ratio, Total Debt Ratio, Power Dollars)
Investment Risk assessment w/recommendations

Financial Foundations is no longer available. Discovery Meeting to gather all necessary information and documents.

Non-Clients

Service Menu

Estate Plan review of existing documents

$250

Have an attorney review and comment on your current Estate Plan and recommend any needed changes or updates.

Creation of a new Will based plan

$1,295

Living Will, Medical Power of Attorney, Financial Power of Attorney

Creation of a new Trust based plan

$1,895

State specific Revocable Living Trust, with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases

Each Property Deed into new Trust

$350

(AZ) (some states are higher, check rates)

Estate Plan Amendment

$350

Powers Package

$325

Business Assignments

$150

per entity

Signing & Review Meeting Includes:

Creation of a state specific Revocable Living Trust with Living Will, Medical Power of Attorney, Financial Power of Attorney, Community Property Agreements, HIPAA releases
Deed primary home to trust
Life/Disability Needs Analysis w/recommendations
Budget Analysis w/recommendations (Housing Expense Ratio, Consumer Debt Ratio, Total Debt Ratio, Power Dollars)
Investment Risk assessment w/recommendations

Financial Foundations is no longer available. Discovery Meeting to gather all necessary information and documents.

"Prepare Today for Peace of Mind Tomorrow"

We’ll help you identify and securely archive your most important documents—before life’s unexpected events like injury, disability, or loss. Protect your loved ones by ensuring everything is organized and easily accessible when it matters most.

Disclosure: We work with EncorEstate Plans, Certified Legal Document Preparers, and Attorneys to provide the best estate planning services. Together, we’ll create a customized plan that fits your family’s unique needs while being mindful of cost-effectiveness.”

Meet our Investment Professionals

Sit down one of our investment professionals at least once a year (preferably 2-4 times) to review your investment performance. They can help you build a customized portfolio of investments that are right for you. In addition, they should help you manage your investment portfolio with strategic and tactical rebalancing when required by the market.