Pricing and first review
The price depends on the plan because the plan depends on the facts.
Asset protection is not priced like a form document. The work can involve trusts, LLCs, partnerships, account retitling, tax review, trustee coordination, funding steps, and ongoing administration. A simple plan and a layered plan should not be explained the same way.
The starting ranges below are meant to help you understand the order of magnitude before a detailed recommendation is made. The right first review is usually a focused analysis of your assets, timing, risk, and existing documents.
Starting ranges
Compare the planning burden, not only the setup number.
Domestic Asset Protection
Starting from $8,000.
Domestic trust and entity planning may fit when you want U.S.-based administration and the facts support that path. The review should include state law, creditor facts, transfers, entities, and records.
Bridge Trust® Planning
Starting from $35,000.
Bridge Trust® planning may fit when domestic-phase administration is important but the documents also need to address successor-trustee roles, Event of Duress language, and what must be reviewed if pressure appears.
Foreign Asset Protection
Starting from $40,000.
Fully foreign trust planning may fit when the asset level, risk profile, trustee administration, custody, reporting burden, and professional support justify foreign administration from implementation.
The first decision
The $275 Asset Protection Analysis is a structured first conversation.
The analysis is a focused 60-minute review with an attorney. It is designed to clarify the first questions: what assets and risks deserve attention, whether timing changes the discussion, which existing documents should be reviewed, and whether domestic, Bridge Trust®, or fully foreign planning deserves a deeper recommendation.
It is not a substitute for a full document review, written legal advice, or a tax opinion. Its purpose is to give you an informed starting point before you commit to a planning path. You should leave with a clearer understanding of the facts that matter and the professional work that may come next.
What a plan can involve
A fair comparison separates legal work from the rest of the implementation.
Depending on the path selected, a plan can involve drafting or reviewing trusts, LLCs, partnerships, assignments, operating agreements, ownership records, and other documents. It may also involve funding coordination, title review, asset valuations, lender or custodian questions, trustee administration, insurance review, tax reporting discussions, and communication with existing advisors.
Some of that work is legal work. Some belongs with a CPA, trustee, custodian, lender, valuation professional, insurance professional, or estate-planning attorney. A clear fee discussion identifies who is responsible for each part and what is outside the quoted scope. That is more useful than comparing a single setup number without understanding what it includes.
Ongoing costs
The ordinary-year cost deserves the same attention as setup.
Maintenance can include entity filings, trustee or administrative fees, accounting, tax preparation, foreign reporting when applicable, valuation work, recordkeeping, professional coordination, and updates when circumstances change. The amount and frequency depend on the structure and the assets involved. A person considering a foreign trust should understand the recurring reporting and coordination burden before deciding that the upfront legal fee is the whole cost.
Clients should also ask what happens when an asset is bought or sold, a business changes, a loan is refinanced, an entity is added, a family member becomes involved, or the client moves. Those events may affect the documents, records, tax treatment, or professional work needed to keep the plan aligned with reality.
What changes the fee
The real work is in the facts, funding, and maintenance.
Price can change based on the number and type of assets, entities, real estate, operating businesses, family participants, loans, liens, guarantees, international facts, tax issues, trustee requirements, and whether an existing creditor issue makes timing sensitive.
A plan that is not funded, coordinated, and maintained may be less useful than it looked on signing day. That is why the review should include implementation, not just document drafting.
A smooth first step
The $275 Asset Protection Analysis is designed to sort the first decision.
The 60-minute review with an attorney is meant to identify the main planning questions, obvious timing issues, and whether domestic, Bridge Trust®, or fully foreign planning deserves deeper consideration. It is a review, not a promise of a particular result.
Schedule an Asset Protection Analysis
The $275 Asset Protection Analysis is a focused 60-minute review with an attorney. The goal is to understand your facts, identify the major planning questions, and decide which documents or professional reviews should come next. It is not written legal or tax advice.