One-on-One Estate Planning Guidance
Protect Your Legacy.
Secure Their Future.
Estate planning doesn't have to feel overwhelming. Choose the documents you need or schedule time with a Legacy Planning Advisor and we'll guide you through the process step-by-step.
Plan at your pace. Get guidance when you need it.
Choose What You Need
Start with an individual document or choose a package for more complete planning.
Revocable Living Trust
$2,295
Includes a Revocable Living Trust, Pour-Over Will, and Certificate of Trust.
Last Will & Testament
$795
Put your wishes in writing and create clear instructions for the people you love.
Power of Attorney
$495
Document who you want authorized to act on your behalf when needed.
Healthcare Advance Directive
$195
Document your healthcare wishes and who you want to speak for you.
You Don't Have to Figure It Out Alone.
Guided with a Legacy Advisor
Choose a Guided plan if you'd like personal support throughout the planning process. Kaycee will help you understand the information being requested, stay organized, work through the planning steps, and move from beginning to completion with greater confidence.
- One-on-one planning guidance
- Step-by-step support
- Help staying organized throughout the process
- A clear path from planning to completion
Kaycee Reddick
Principal Legacy Planning Advisor, Lyn Ryan Group
Want a More Complete Plan?
Bundle your essential documents and save with our packages.
Start the Plan
Essential Legacy Plan
The essential documents, in place.
$1,395
- Last Will & Testament
- Power of Attorney
- Healthcare Advance Directive
- Digital document delivery
Complete the Plan
Complete Legacy Plan
The full plan — every essential document, together.
$2,995
- Revocable Living Trust
- Pour-Over Will
- Certificate of Trust
- Power of Attorney
- Healthcare Advance Directive
- Digital document delivery
- Legacy Binder
Complete Your Legacy Plan
Optional upgrades we can discuss during your consultation — no pressure, just options.
Legacy Planning Binder
Professionally printed and organized documents presented in a Lyn Ryan Group legacy binder. Included with the Complete Legacy Plan.
$85
Additional Certified / Notarized Copies
Additional certified or notarized copies of completed documents, where appropriate.
Add-on pricing at booking
Mobile Notary Appointment
A notary comes to you when it's time to sign (Georgia). Add it at checkout, or book it later when your documents are ready.
Starting at $75
Learn more & bookAdditional Guided Session
Extra one-on-one time with a Legacy Advisor.
Add-on pricing at booking
Annual Plan Check-In
A yearly organization and check-in session to keep your plan current.
Add-on pricing at booking
Shipping & Delivery
Careful shipping or local delivery of your completed binder.
Add-on pricing at booking
Your Plan. Your Way.
Your completed documents are available digitally. Prefer a professionally organized physical copy? Add a Legacy Planning Binder to your order.
Digital Delivery
Included
Documents remain available digitally through the document platform.
Physical Legacy Binder
$85 Add-On
Professionally organized printed planning documents presented in a Lyn Ryan Group legacy binder. Ask about it during your consultation — included with the Complete Legacy Plan.
Not Sure Where to Start?
You don't have to choose alone. Schedule a planning consultation with a Legacy Planning Advisor and we'll talk through your goals and available planning options.
Estate Planning Made Easier.
01
Choose
Select an individual document or planning package.
02
Consult
Book a planning consultation to choose your path.
03
Plan Together
Book your guided session with a Legacy Planning Advisor.
04
Complete Your Plan
Choose digital delivery or an optional Legacy Planning Binder.
Frequently Asked Questions
Are the documents attorney-approved?
Lyn Ryan Group offers attorney-approved life & legacy planning document options — including Trusts, Wills, Powers of Attorney, and Health Care Directives — for clients nationwide.
Will you complete my documents for me?
With guided planning, a Legacy Planning Advisor walks alongside you from start to completion — helping you stay organized and complete your attorney-approved documents step by step. Guided support covers the planning process, not legal advice.
Can I complete everything myself?
The self-directed option is intended for clients nationwide to complete documents at their own pace. Online purchases remain unavailable until our document platform is operational; book a planning consultation to discuss your options.
What if I want help?
Book a guided planning session and a Legacy Planning Advisor will provide one-on-one, step-by-step support as you complete your attorney-approved documents.
Do I receive printed documents?
Digital document delivery is included. Professionally printed and organized Legacy Planning Binders are available as an optional upgrade.
What if my situation is complicated?
If your situation involves complex legal, tax, family, or business circumstances that call for individualized legal analysis, consult an attorney licensed in your state. Lyn Ryan Group provides non-legal planning and organizational support only.
Your Legacy Deserves a Plan.
Let's make getting started easier.
Lyn Ryan Group serves clients nationwide with attorney-approved life & legacy planning document options and professional planning and document support from our Legacy Advisors. Lyn Ryan Group is not a law firm, and our Legacy Advisors do not provide legal advice or attorney representation. Individuals who need legal advice or have complex legal, tax, family, special-needs, business succession, contested inheritance, or other circumstances requiring individualized legal analysis should consult an attorney licensed in your state.