TealAcre prepares estate plan by following a structured process called the Composite Legacy Process, which makes sure nothing you own ends up in probate or the Florida’s Division of Unclaimed Property depending on your chosen level of planning.

There are three levels of planning, which are bundles of services, with options for everyone from individuals who are just starting out to well-off professionals & their families concerned with asset protection, tax minimization, and the preservation of wealth.

Fees typically start range from $2,000 for individuals who are indifferent to sending their heirs to probate to $8,000 for a comprehensive plan that provides asset protection for your spouse & chosen beneficiaries.

When we meet for your Composite Legacy Strategy Session, we will review the three levels of planning with you, and you will choose your own fee based on your budget and what is most important to you.

There is no effective one-size-fits-all solution.

At TealAcre’s our goal is to give you the knowledge and guidance needed so you can make educated & empowered decisions regarding your legacy.

TealAcre’s estate planning services include: