Estate Planning Consulting

Detailed estate planning is critical to a successful financial plan. Stenger Family Office believes estate planning should be integrated into the planning process so clients are able to safeguard their life’s work.

Stenger Family Office partners with Estate Guru, a leading network of attorneys throughout the United States to provide clients with fully customizable estate planning documents including Wills, Trusts, Powers of Attorney and Medical Directives. Estate Guru prices are upfront and transparent and billed on a project basis. Basic estate planning packages typically start around $2,500 and increase based on complexity.

For clients with advanced estate planning needs, Stenger Family Office has a separate network of attorneys that can provide complex irrevocable trusts, special needs trusts and a variety of other services.

Note: Neither Stenger Family Office or Stenger Tax Advisory are a law firm and do not provide legal advice. All legal advice is provided by licensed, third-party attorneys.