A will and trust normally runs $2,500 in Minnesota. We include the coordination for our wealth-management clients.
Most attorneys quote between $1,500 and $4,000 to draft a will, a revocable living trust, healthcare directive, and powers of attorney. Fireweed Capital wealth-management clients have those documents coordinated as part of new-client onboarding — at no separate cost. Reserve a free 30-minute estate-planning consultation with Dr. Adam Link, CFP® to see whether the program fits your situation.
By Dr. Adam Link, CFP® at Fireweed Capital. Documents prepared by licensed MN estate attorneys.
- What's included in the will and trust coordination program for new clients
- Who it's for — and just as importantly, who it isn't a fit for
- How a coordinated estate plan plus an investment plan beats two unconnected ones
- What you'd pay outside the program if you'd rather pay a la carte (we'll show you our attorney's standalone rate too)
Insurance services through Fireweed Capital. Investment advisory services through Portfolio Medics, LLC, an SEC-registered investment adviser. CFP® and Certified Financial Planner™ are certification marks of the Certified Financial Planner Board of Standards, Inc.
Estate planning notice: Dr. Adam Link, CFP® is a financial planner, not a licensed attorney. Will, trust, and other legal documents are prepared by licensed Minnesota estate attorneys with whom Fireweed Capital coordinates on behalf of clients. The free consultation is educational and does not establish an attorney-client relationship. Document coordination is included for clients enrolled in Fireweed Capital wealth-management services; pricing and eligibility are confirmed in writing as part of the onboarding agreement.