The ClearMind Legacy Plan
A trust-based estate plan built with your advisor, with an independent review by an Ohio attorney before you sign. $1,500 per household.
Estate planning in 2026 can now be a lot easier than you'd think. Gone are the days of having to sit in an attorney's office for a standard estate plan. Attorneys still have a seat at the table, but for a lot of families, it can be easier.
We partnered with EncorEstate Plans so we can handle the whole process for you, and an independent attorney reviews your documents. The ClearMind Legacy Plan is $1,500 per household, single or married, or $1,200 if you don't own a home. The brochure has all the information you need.
You can absolutely still go see an attorney on your own. And if your situation needs one, we'll tell you.
What your Legacy Plan includes
Included
- Revocable living trust (joint for married couples) with a certification of trust
- A pour-over will for each of you, with guardian nominations for minor children
- Financial power of attorney, health care power of attorney, advance directive, and HIPAA release for each of you
- An independent review of your finished documents by an attorney licensed in Ohio, with a review letter, before you sign
- Your Ohio home deeded into the trust, county recording fees included
- A one-page visual summary of your whole plan, made by our team
- One round of revisions within 90 days
- Our help with signing and with moving your accounts into the trust
One flat fee
$1,500
Per household. Single or married, same price. Paid when you sign up. Covers your documents, the attorney review, your deed, and every meeting with us. No hourly bills. $1,200 if you don't own a home.
If you need more
| Each additional Ohio property | $300 |
|---|---|
| Separate trust for each spouse | $850 |
| A business interest into your trust | $100 |
| 30-minute call with the reviewing attorney | $300 |
| Property outside Ohio | Quoted up front |
Only if you need them, and only with your okay.
Four steps from first call to signed
Sign up
Sign your agreement and pay your fee, and we send you our preparation kit.
Legacy Plan meeting
We walk through the five big decisions together and enter your choices.
Review
Your documents come back in one to two weeks, reviewed by an independent attorney. We go through every page and the attorney's letter with you.
Sign and fund
Sign at our office with a notary and witnesses, then we help retitle your accounts.
Most plans go from first call to signed in four to eight weeks.
EncorEstate Plans
Your documents are generated through EncorEstate Plans, estate planning software built for financial advisors. Before anything comes back to you, Encore's estate planners and paralegals check each plan with a 60-point review. Encore also arranges your attorney review and prepares and records your deed with the county.
Read up before your Legacy Plan meeting
Short guides on the decisions behind an estate plan. Free to download, no email required.
Common questions
What is the ClearMind Legacy Plan?+
It's a trust-based estate plan we build with you. Your documents are generated through EncorEstate Plans, an independent attorney licensed in Ohio reviews them before you sign, and we handle the meetings, the signing, and moving your accounts into the trust.
How much does the Legacy Plan cost?+
$1,500 per household, single or married, or $1,200 if you don't own a home. It's paid when you sign up and covers your documents, the attorney review, your deed, and every meeting with us. Extras like an additional Ohio property or a separate trust for each spouse are priced separately, and only added with your okay. The Legacy Plan fee is separate from our advisory fee.
Is ClearMind Capital a law firm?+
No. ClearMind Capital and Encore are not law firms and do not give legal advice. The reviewing attorney works independently of us, and the review covers your finished documents. You're welcome to bring in your own attorney at any point.
Do I need a trust or a will?+
Both get your assets to the people you choose. Assets titled to a revocable living trust usually skip probate and stay private. A will works through probate court, and a probated will becomes a public record. A trust is often worth considering if you own a home, have minor children, or want inheritances released in stages. If you rent, have no minor children, and most of your money sits in retirement accounts and life insurance with current beneficiaries, a will-based plan can work well. Which fits depends on your situation, and an estate planning attorney can advise you on the choice.
Does a revocable living trust lower my taxes?+
No. A revocable trust doesn't reduce income or estate taxes or shield assets from your creditors. Ohio repealed its estate tax for deaths on or after January 1, 2013, and the federal estate tax exemption is $15,000,000 per person for 2026. If you're close to that, talk with an estate planning attorney about planning beyond a revocable trust.
How long does it take?+
Most plans go from first call to signed in four to eight weeks.
What happens after I sign?+
Your trust has to be funded, which means retitling assets or naming the trust as beneficiary. Your Ohio home deed is included and recorded for you. We retitle the accounts we manage and give you a checklist for the rest, since a trust only controls what's titled to it or payable to it.
When would you send me to an attorney instead?+
If you need an irrevocable trust, Medicaid planning, or advanced estate tax planning, we'll refer you to an estate planning attorney. If your situation needs one for any other reason, we'll tell you.
Good to know. ClearMind Capital and Encore are not law firms and do not give legal advice. The reviewing attorney works independently of us, and the review covers your finished documents. You're welcome to bring in your own attorney at any point. If you need an irrevocable trust, Medicaid planning, or advanced estate tax planning, we'll refer you to an estate planning attorney instead.
Start with a quick call
We'll talk through whether the Legacy Plan is a good fit before you sign up. Or call us at (614) 618-0108.
The Legacy Plan fee is separate from ClearMind Capital's advisory fee. ClearMind Capital and EncorEstate Plans are not law firms and do not provide legal advice. Attorney review is performed by an independent attorney licensed in Ohio who is not affiliated with ClearMind Capital. Timelines are estimates and vary. Tax figures reflect 2026 law and can change. This content is for informational purposes only and does not constitute investment, tax, or legal advice. ClearMind Capital LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results.
