Protecting Your Legacy for Your Loved Ones

Estate planning isn’t only for the wealthy—it’s for anyone who wants their wishes honored and their family cared for.

As you approach retirement, it’s the perfect time to make sure your affairs are in order. In the Tri-Cities area, many families delay this step, leaving loved ones with stress and uncertainty. Monson Wealth Management makes the process simple and affordable so you can focus on enjoying retirement, knowing your legacy is secure.

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One of the biggest differences Monson Wealth Management offers is transparent, affordable pricing. Our complete estate planning package for a married couple costs just $900.


It includes:

  • Last Will and Testament
  • Healthcare Directives and Living Wills
  • Durable Power of Attorney for finances and healthcare


Similar estate planning services in Washington often cost $2,000–$3,800, but we deliver a thorough plan at a fraction of that price. Using a streamlined interview process, we make it easy to create legally sound documents without confusing legal jargon.

Monson’s Flat-Fee Estate Planning Package – $1200

What’s Included in Your Estate Plan

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Last Will & Testament

A will directs who inherits your assets, names guardians for minor children, and ensures your intentions are clear.

Revocable Living Trust (Optional)

While not every family needs a trust, some may benefit from avoiding probate or managing more complex estates. We can add this option if your situation calls for it.

Other Supporting Documents

Depending on your needs, we may also include HIPAA waivers or community property agreements specific to Washington law.

Financial Power of Attorney

This allows someone you trust to manage your finances if you become incapacitated—helping your family avoid costly court processes.

Healthcare Power of Attorney & Directive

These documents make your medical wishes known and designate who makes decisions on your behalf. They are essential for retirees and couples.

Estate Plan Review & Updates

Life changes and laws evolve. We provide support for reviewing and updating your estate plan so it remains current.

Our Estate Planning Process

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Easy Discovery Interview

We guide you through a step-by-step interview process—no legalese, just straightforward questions about your family and goals.

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Drafting & Review

We prepare your documents and explain them clearly so you understand exactly what you’re signing.

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Signing & Notarization

We walk you through the proper steps to ensure everything is legally binding.

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Storing & Updating

We’ll show you the best way to store your documents and when it’s time to update them, ensuring they’re ready when your family needs them.

Comparing Options: Attorney vs. Monson Estate Plan

Many attorneys bill hourly for estate planning, making costs unpredictable. Monson Wealth Management offers a flat-fee plan that covers what most families need—at a price that’s clear upfront. For households with complex estates or advanced tax planning needs, we can refer you to an attorney, but for the majority of families in Kennewick and across Washington, our plan provides everything necessary at a fraction of the cost.

  • Is $900 really all I pay for a complete estate plan?

    Yes. That price covers wills, powers of attorney, and healthcare directives for a married couple, with no hidden fees.

  • Why is it so much cheaper than an attorney?

    We leverage technology and focus on common estate planning needs. Since we’re not billing by the hour, we can keep costs low while maintaining quality.

  • Does a will avoid probate in Washington?

    No, wills still go through probate, but they streamline the process. If avoiding probate is your priority, we can discuss a living trust option.

  • What if I already have an old will?

    We can review it and update it if necessary. It’s smart to revisit your documents every 5–10 years or when major life events occur.

  • What happens to my 401(k) or IRA—are those in the will?

    No. Beneficiary designations control who inherits retirement accounts. As part of our holistic process, we review those designations with you.