Fees
Pricing
Basic Packages:
Estate planning documents for an Individual ($250)
Estate planning documents for a Couple ($500)
Includes the completion of the following documents: Last Will & Testament, Revocable Trust & Pour-Over Will, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations.
Optional Add-Ons:
Optional one hour of assistance with a financial advisor for an Individual ($250)
Optional two hours of assistance with a financial advisor for a Couple ($500)
Includes the assistance of a financial advisor to walk you through the software and guide you along the process.
Continuing Service:
Optional annual subscription to make unlimited changes to documents for an Individual or Couple ($49, after first year)
You may, at no additional cost, make all the necessary updates and required changes to your documents for the first year of the Agreement.
The following forms of payment are accepted:
Pay by Personal Check.
Pay by Electronic Funds Transfer from your bank checking account.
Pay by Credit/Debit Card (Visa, Mastercard, American Express, Discover).
Pay from your non-retirement Altruist or Charles Schwab brokerage account managed by Encompass Advisory Services, LLC.
Check the background of your financial professional on FINRA’s BrokerCheck.
Encompass Advisory Services, LLC. is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
Address
23114 Seven Meadows Pkwy, Katy, TX 77494
Office Hours
MON – FRI 8:00 AM to 5:00 PM
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