Three Levels Of Planning
You Choose The Level That Fits Your Family
Estate planning at Johanna A. Pickel LLC is not “one size fits all” or “cookie cutter.”
We offer three levels of planning to suit your varying needs, and you get to choose the level of planning that best fits your family.
From starter plans designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we have you covered.
Personalized Service And Fees
We have priced our planning for you at the intersection of affordability and effectiveness.
Depending on what you need, our fees range from around $2,000 for those not worried about keeping family out of court, up to $8,000 for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the state department of unclaimed property or the court process.
When we meet for your Family Wealth Planning Session, we will review our three planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
Thanks for your interest. I know you have a lot of options when it comes to legal planning. Johanna A. Pickel LLC has been the trusted partner of New Mexico and Montana residents. I look forward to meeting with you. Schedule today!
Helping You Throughout All Stages In Life
We represent families throughout varying stages of life:
We Help You Ensure Your Plan Is Current
Your plan needs to evolve with you as your life changes and as the law changes.
We have designed unique annual membership programs to ensure your plan continues to work throughout your lifetime. We have created the membership program to help update your documents throughout your life in a cost efficient manner.
Whether you participate in one of our membership programs or not, we are always here for our clients and will meet with you to discuss any life change.
We often serve the whole family and multiple generations of the same family.
From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.
Special Needs Freedom Guide
Discover how to take charge of your child's future and build a fortress of protection that will last a lifetime.
Johanna A. Pickel LLC
4801 Lang Avenue NE, Suite 110
Albuquerque, NM 87109
Also serving Montana
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