LEGACY PRESERVATION

Your Goals

Every estate plan is different, but most clients come to us wanting to:

  • Protect assets and ensure they are distributed according to their wishes

  • Provide for minor children or loved ones with unique needs

  • Reduce estate taxes, probate costs, and administrative burdens

  • Minimize confusion and stress for family members

  • Support charitable causes or make thoughtful gifts

  • Ensure pets and other important responsibilities are cared for

Our role is to help translate those goals into a plan that works legally and practically.

Our Guidance

There are many ways to structure an estate plan. We help clients evaluate their options and choose the approach that best fits their family, finances, and long-term priorities.

We regularly assist with both will-based and trust-based planning for:

  • Individuals

  • Married couples

  • Families with minor children

  • Business owners

  • Blended or multi-generational families

Some clients need straightforward planning. Others require more complex arrangements involving guardianship planning, business succession, or advanced trust structures. Our team is experienced in both.

Transparent Planning Options

We believe estate planning should be clear and predictable, including the cost.

Standard estate plans start at:

  • $2,750 for individuals

  • $4,000 for married couples

Standard plans typically include:

  • Revocable Living Trust

  • Will

  • Power of Attorney

  • Health Care Directive

  • HIPAA Authorizations

  • Digital Asset Authorization

  • Notarization

More complex plans are priced based on each client’s unique goals and circumstances. These may involve advanced trust structures, business succession planning, or specialized guardianship arrangements.

The North Star Approach

Estate planning shouldn’t happen in a vacuum. Your legal plan needs to align with your

  • tax strategy,

  • investment plan,

  • retirement goals, and

  • business succession plans.

That’s why we work closely with your broader advisory team, including CPAs, financial planners, and other trusted advisors, to ensure the pieces of your plan actually work together.

Sometimes that means asking tough questions. If a particular strategy might create unintended tax consequences for your heirs or conflict with your long-term financial plans, we’ll flag it and help design a better path forward.

We also handle business succession planning in-house, allowing us to integrate ownership transitions directly into your broader estate strategy.

To make the plan easier for your family to navigate, clients receive access to our Legacy Locker™, a secure digital location where important documents, instructions, passwords, and personal messages can be stored and accessed when needed.

Estate plans shouldn’t gather dust in a drawer. That’s why we also offer annual update programs to ensure your plan evolves alongside changes in your family, finances, and goals.

Because a good estate plan isn’t just about documents, it’s about making sure everything works when it matters most.

Estate planning isn’t just about documents. It’s about making thoughtful decisions today so the people you care about aren’t left guessing tomorrow.

At North Star Law, we help individuals, families, and business owners create clear, practical estate plans that protect assets, support loved ones, and reduce confusion when it matters most.

Our goal is simple: help you put the right plan in place so your wishes are clear and your family is protected.