Avoid Taxes and Probate
A Dominion Legacy Plan includes:
Maximize your Children's Inheritance
A $5,000+ Value
Who is this for?
There are some exceptions, but it can make sense to look into these documents if your net worth is $25,000 or more, and you have $2,500 beyond your baseline emergency fund saved up.
Since this is one of the few services we actually charge for, we want to make sure that the legacy plan will save your household more money in the long run, and that you can easily afford the price up front.
Book a meeting with us today if you're ready to get your legacy planning documents squared away!
For Only $2500
Payment of $2500 will be due at the beginning of the meeting, so please have a card or bank account information available.
*Discounts available for pastors, elders, life insurance clients, and more.
Legal Disclaimer
The information provided on this page and related articles is for general informational and educational purposes only and should not be construed as legal advice. Dominion Wealth Strategists is not a law firm, does not employ attorneys, and does not provide legal services or legal representation. Nothing on this site, and nothing communicated by Dominion Wealth Strategists, establishes an attorney–client relationship or should be relied upon as a substitute for legal advice from a licensed attorney.
Estate planning involves complex legal considerations that vary based on jurisdiction and individual circumstances. You should always consult a qualified attorney who is licensed in your state regarding your specific legal situation, including but not limited to wills, trusts, powers of attorney, and related matters. Dominion Wealth Strategists expressly disclaims any liability arising from reliance on information presented herein.
As part of our services, Dominion Wealth Strategists may utilize Estate Guru, a third-party platform that facilitates the preparation of estate planning documents. All final documents generated through Estate Guru are reviewed and approved by a licensed attorney prior to completion, ensuring that the documents meet applicable legal standards before being finalized for the client.