Ryan Swanson's Legacy Estate Planning program is a unique approach to making your estate plan the capstone on a life lived with purpose and foresight. We view estate planning as a tremendous opportunity for our clients to build a lasting and dynamic legacy. Our Legacy program supports your goals by providing a comprehensive set of services for a single fee.

This approach encourages interaction, attention and communication without the burdensome hourly fee. Our clients receive peace-of-mind knowing that their estate plan is sophisticated and tailored uniquely to them.

What makes the Legacy plan different?

I.     The primary difference of the Legacy Plan lies with our fee. One fixed fee covers the complete estate plan, including the planning, drafting and execution of all necessary legal documents. Traditional estate planning involves hourly billing, which we feel is often a disincentive to completing your estate plan and keeping it up-to-date through the years. The cost certainty of our one fixed fee method allows clients to know ahead of time what their plan will cost, paying the fee in agreed increments, with final payment due upon completion and complete satisfaction.

II.      A Legacy plan is designed to be thorough. Many estate plans begin and end with document preparation. Our process includes a thorough review of your asset titling, beneficiary designations and other critical details. We give you the instruction and assistance you need without the worry of escalating fees. As complexities and complications arise, they are solved on our dime.

III.     Your estate plan is completed within a fixed time frame - we calendar it and track progress. We worry about meeting benchmarks on time so you don't have to. We also provide the tools to keep you motivated and connected with your plan.

How do I begin?

We begin by arranging a free consultation to discuss your estate planning needs. Should you retain us, we use a standard fee schedule to set a fee and agree with you on a timeframe for completion. As described above, all consultations and communication thereafter until completion flow freely at no additional cost. The better we know you, your family and your goals, the better able we are to tailor your plan to meet your goals.

Upon completion of the initial estate plan, we take the initiative of regularly reviewing the plan and providing updates as necessary. These future services are also performed on a fixed fee basis - our time, our dime.

To learn more about the Legacy Plan, and to schedule your consultation, please contact Lance Losey at 206.654.2256 or losey@ryanlaw.com.