Estate Planning Packages Designed for Real Life

Clear Trust Planning Options Built Around Complexity, Not Guesswork

At Peaceful Warrior Law, estate planning is not built around a single “default” trust or a one-size-fits-all price point. Instead, our trust-based planning packages are intentionally structured around real client profiles, the level of legal complexity involved, and the amount of attorney guidance required.


This approach allows you to understand your options clearly, compare service levels easily, and choose the level of planning that truly fits your life, without pressure or confusion.

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Choose the Level of Trust Planning That Fits Your Life

Every tier below is trust-based and focused on probate avoidance, protection during incapacity, and long-term clarity for your loved ones..

This plan does not include design meetings, advanced planning strategies, asset protection planning, or ongoing advisory involvement.

Streamlined Attorney Guidance

Essentials Plan

Designed for clients who want efficient trust planning without extended customization, advanced structuring, or ongoing strategic involvement.

Structured attorney-led meetings focused on probate avoidance and essential documents. Guidance is limited to straightforward planning needs.

What This Plan Covers:


Core trust and incapacity documents, deed preparation for a primary residence, and clear next steps, without unnecessary complexity.

This plan is built for continuity, preservation, and peace of mind, not just today, but for the years and generations ahead.

Designed for clients who want proactive planning that protects wealth, preserves control, and supports long-term family goals.

Strategic Attorney Partnership

Legacy Plan

The highest level of attorney involvement, strategic collaboration, and customization, built around your assets, business interests, and legacy goals.

What This Plan Covers:


Advanced trust design, asset protection strategies, and deeper planning coordination across real estate, business, and family dynamics.

Designed for clients who want thoughtful guidance and attorney involvement that adapts to real-world complexity as it arises.

Includes guided planning conversations and attorney involvement designed to help evaluate options, structure the plan, and adjust as needed.

What This Plan Covers:


Everything needed for a well-structured, customized trust plan with flexibility for families, professionals, and layered financial lives.

Advanced asset protection planning and highly customized trust structures are not bundled by default at this level.

Most Common Choice

Guided Attorney Involvement

Peace Plan

You don’t have to decide today.
Most clients start with a planning conversation. We’ll help confirm the right level together based on your goals, complexity, and how much guidance you want.


There’s no pressure to choose the highest tier, only the right one.

How Clients Usually Choose

Most clients don’t walk in knowing exactly which level they need, and that’s expected. We start with a planning conversation, learn about your life and goals, and help confirm the right level of planning based on complexity and how much guidance you want.

Start with a planning conversation

Estate Planning Package FAQs

  • How do I know which estate planning package is right for me?


    Most clients don’t know right away, and that’s completely normal. We help you identify the appropriate level of planning during your initial conversation.

  • Can I start in one tier and move to another later?

    Yes. Some clients begin in Comprehensive Trust Planning and later add advanced strategies as complexity increases.

  • Are these packages only for trust-based planning?

    Yes. All tiers are trust-based and designed to reduce probate, protect loved ones, and plan for incapacity.

  • Does estate planning complexity depend on asset value?

    Not always. Complexity is often driven by ownership structure, family dynamics, and planning goals, not just dollar amounts.

  • Will I work directly with an attorney?

    Yes. Attorney Brittany Cohen is directly involved in your planning process and helps guide decisions at every stage.

Ready to Explore the Right Planning Level for You?

If you are ready to understand how trust planning works, what level of guidance you need, and how to move forward with clarity, the next step is a planning conversation.

Schedule your consultation