Pricing
Clear, upfront pricing. Bundles available. Choose a category to focus your view.
Business Owner Estate Planning
| Details | |||
|---|---|---|---|
| Business Owner Legacy Bundle | JMF-PKG-BUSINESSLEGACY | $150.00 | Bundle package including a Buy-Sell Agreement, Key Person Insurance Strategy Plan, and Operating Agreement Review. Designed to protect business value and ensure a smooth ownership transition. |
| Buy-Sell Agreement (Insurance-Funded) | JMF-BUYSELL | $350.00 | Sets terms for ownership transfer upon death or departure of a business partner, funded by life insurance. Ensures a smooth transition and financial stability for the business. |
| Key Person Insurance Strategy Plan | JMF-KEYPERSON | $250.00 | Protects your business from financial loss due to the death or disability of a key employee. Includes needs analysis and recommended coverage strategy. |
| Operating Agreement Review & Update Assistance | JMF-OPERATING-AGREE | $150.00 | Reviews and updates your business operating agreement for clarity, compliance, and alignment with current ownership and management goals. |
| Succession Planning Outline | JMF-SUCCESSION | $200.00 | Outlines a transition plan for leadership and ownership to ensure business continuity and protect stakeholder interests. |
Core Insurance-Based Estate Strategies
| Details | |||
|---|---|---|---|
| Annuities for Income & Legacy | JMF-ANNUITY-LEGACY | Quote | Creates predictable income or a lump-sum gift for heirs while preserving principal. Pricing varies based on product type and contract features. |
| ILIT Funding Strategy | JMF-ILIT-FUND | Quote | Coordinates life insurance funding with an Irrevocable Life Insurance Trust (ILIT) to protect proceeds from estate taxes. Pricing varies based on coverage and underwriting. |
| Life Insurance for Estate Liquidity | JMF-LIFE-ESTLIQ | Quote | Provides funds to cover estate taxes, debts, and final expenses, ensuring your loved ones are not burdened with costs. Pricing varies based on coverage and underwriting. |
| Pre-Need Funeral & Burial Insurance | Pre-Need Funeral & Burial Insurance | Quote | Locks in today's funeral and burial costs to protect your family from future inflation and financial stress. Pricing varies based on coverage and provider. |
| Survivorship (Second-to-Die) Policy | JMF-LIFE-SEC2DIE | Quote | Efficiently transfers legacy assets to heirs or charities by covering two lives and paying upon the second death. Pricing varies based on coverage and underwriting. |
Document Preparation
| Details | |||
|---|---|---|---|
| Advance Healthcare Directive / Living Will | JMF-HEALTH-DIRECTIVE | $150.00 | Specifies your medical care preferences and end‑of‑life decisions if you become unable to communicate them yourself. Includes preparation and one round of revisions. |
| Beneficiary Designation Update (per account) | JMF-BENEFICIARY-UPDATE | $50.00 | Ensures your life insurance, annuities, and retirement accounts list the correct beneficiaries. Includes preparation and filing assistance. |
| Digital Asset Inventory & Password List | JMF-DIGASSET | $75.00 | Catalogs your online accounts, digital assets, and access credentials for your executor or heirs. Includes preparation and one round of revisions. |
| Disposition & Funeral Instructions | JMF-DISPOSITION | $100.00 | Details your wishes for funeral arrangements, burial, or cremation, ensuring your preferences are honored. Includes preparation and one round of revisions. |
| Durable Power of Attorney – Financial | JMF-POA-FINANCIAL | $150.00 | Authorizes a trusted person to manage your financial affairs if you are incapacitated. Includes preparation and one round of revisions. |
| Durable Power of Attorney – Healthcare | JMF-POA-HEALTHCARE | $150.00 | Appoints someone you trust to make healthcare decisions on your behalf if you are unable to do so. Includes preparation and one round of revisions. |
| Estate Essentials Bundle | JMF-PKG-ESSENTIALS | $450.00 | Bundle package including a Simple Will, Durable Power of Attorney (Financial), Advance Healthcare Directive, and HIPAA Authorization Form. Provides essential legal documents to protect your wishes and loved ones. |
| HIPAA Authorization Form | JMF-HIPAA | $75.00 | Grants medical professionals permission to share your health information with the individuals you designate. Includes preparation and one round of revisions. |
| Last Will & Testament – Complex (Trust + Will) | JMF-WILL-COMPLEX | $500.00 | Comprehensive will including trust provisions to handle more complex estates and family arrangements. Prepared using attorney-reviewed templates and tailored to your situation. Includes preparation and one round of revisions. |
| Last Will & Testament – Simple | JMF-WILL-SIMPLE | $200.00 | Outlines your wishes for asset distribution and guardianship arrangements in a straightforward, legally valid format. Includes preparation and one round of revisions. |
| Obituary Draft Worksheet | JMF-OBITUARY | $75.00 | Collects your personal history, achievements, and preferences to create a polished obituary. Includes preparation and one round of revisions. |
| Trust & Legacy Bundle | JMF-PKG-TRUSTLEGACY | $1,200.00 | Bundle package including: • Revocable Living Trust • Pour-Over Will • Asset Transfer Document • Option to integrate Irrevocable Life Insurance Trust (ILIT) at discounted rate Designed for clients seeking comprehensive estate planning with added privacy, control, and potential estate tax benefits. |
Personal Legacy & Heritage
| Details | |||
|---|---|---|---|
| Celebration of Life Program Template | JMF-LIFEPROGRAM | $75.00 | A professionally designed, customizable template for memorial or celebration of life events. Allows personalization to reflect the individual’s life and legacy. |
| Family History & Genealogy Record | JMF-FAMILYHISTORY | $150.00 | Documents your family lineage, heritage, and significant life events. Preserves your story for future generations. |
| Legacy Letter to Loved Ones | JMF-LEGACYLETTER | $100.00 | A heartfelt personal letter to loved ones, drafted with AI assistance for tone and clarity. Captures your sentiments, guidance, and well-wishes for the future. |
| Special Occasion Letters (Set of 5) | JMF-SPECLETTERS | $150.00 | Letters written in advance for milestone occasions such as birthdays, weddings, or graduations. Provides a lasting connection for your loved ones. |
Trust Services
| Details | |||
|---|---|---|---|
| Asset Transfer Document | JMF-ASSET-TRANSFER | $150.00 | Prepares the necessary documentation to transfer ownership of assets into a trust or to designated beneficiaries. Ensures assets are properly titled to align with your estate plan. Includes preparation and one round of revisions. |
| Irrevocable Life Insurance Trust (ILIT) | JMF-ILIT | $800.00 | Drafts an Irrevocable Life Insurance Trust to hold and manage life insurance proceeds outside of your taxable estate. Helps protect proceeds from estate taxes and ensures funds are distributed according to your wishes. Includes preparation and one round of revisions. |
| Pour-Over Will | JMF-POUROVER-WILL | $250.00 | A will that works in conjunction with your living trust, directing any remaining assets into the trust upon your passing. Ensures all assets are managed and distributed according to your trust's terms. Includes preparation and one round of revisions. |
| Revocable Living Trust (with Pour-Over Will) | JMF-TRUST-REVOCABLE | $650.00 | Establishes a living trust to manage and distribute your assets privately, paired with a pour-over will for completeness. Prepared with attorney-reviewed templates and customized to your situation. Includes preparation and one round of revisions. |