My Estate Planning Organizer | Cost Savings Calculator

	My Estate Planning Organizer Savings Calculator

Step 1: Estate Plan Complexity		Single, maybe married before Children from current spouse but not from prior marriage Assets under $250,000 Possible health issues Possible business interests
Possible Documents Needed		Will(s) Possible pour-over will(s) Possible living trust Durable power of attorney - financial management Advance health care directive Possible co-habitation agreement Possible marital agreement Possible business agreements
Potential Professional Hours Savings		Legal: 1.0 to 3.0 Accounting: 0.5 to 2.0 Financial Planning: 0.5 to 3.0
Step 2: Average Advisor Rate / Hour

Potential cost savings using My Estate Planning Organizer with your financial advisors plus additional fees at the time of death or disability:		Potential Cost Savings