How It Works

Steps:

  1. Choose Your Plan – Select the estate planning package that fits your needs.
  2. Complete a Secure Questionnaire – We assist you through questions and the details about your assets, family, and wishes.
  3. Attorney Match – Get paired with a licensed estate planning attorney. Other services do not assign an attorney.
  4. Trust Deed Service - Prepares your deed to move to your trust (optional). Not available in all states.
  5. Review & Finalize – Your attorney reviews and finalizes your documents.
  6. Receive Your Documents – Delivered in both paper binder and digital formats.
  7. Optional Funding Support – Let us help you fund your trust and align your estate.
  8. Annual Recurring Fee for Secure Document Storage - Unlimited digital documents to anyone you authorize or to you.

Choose your plan

We offer a range of specialized services tailored to meet your individual needs at a fraction of the cost of using an attorney.

Basic Will Package

$499 Each 

Includes Last Will & Testament, Power of Attorney, Living Will and Funding Guidance.

Trust Package

$1399 Individual/$1199 Each Joint

Includes Revocable Trust, Pour-Over Will, Guardianship Forms, Living Will, Power of Attorney and Funding Guidance.

 

Add-ons: Deed Transfer Service $199

(Not available in all states.)

Secure Digital Document Storage

$79 Annually per Individual

Secure document storage and unlimited digital documents.  

(Billed annually year 2 on anniversary date)