Estate Planning Services
Estate Planning Services
We offer a holistic estate planning experience that, from start to finish, can be achieved with about an hour of your time. Where other services end at document preparation, we guide you through the process making sure every step is finalized.
Our services, available nationwide, include:
- Initial consultation and plan document drafting
- Quality & legal review of documents
- Signing session with our in-house eNotary services
- Deed transfers to fund your trust, if needed*
- Insurance planning for added financial protection for your family
* Deed transfer fees may apply and are state-specific. We will provide an estimate based on your location and the number of properties being transferred.
Before You Book an Estate Planning Appointment
We’re able to help most families—about 80% of estate plans can be completed through our guided process. However, some situations require direct attorney involvement.
Please take a moment to consider the following. If you answer “yes” to any of these, we kindly recommend working with a local estate planning attorney:
Are you…
- Someone whose total estate is near or above the federal estate tax exemption amount (≥$15 million)?
- Intending to disinherit a child or dependent family member?
- Unsure if you or someone involved has full mental capacity?
- Concerned that someone may be unduly influencing your decisions?
- Part of a family with a history of estate-related litigation?
- Planning to leave a significant gift to a non-family caregiver?
We’re happy to answer questions and help you determine the best next step.
Estate Plan Packages
Do you have a promo/gift code? Add it when booking your session.
Single Will-Based Plan
Ideal for individuals with straightforward needs who want to document their wishes and appoint decision-makers.
Includes:
- Last Will & Testament
- Appointment of Guardian (if applicable)
- Power of Attorney-Finances
- Power of Attorney-Health Care
- Advance Health Care Directive
- HIPAA Release
Investment: $799
Family Will-Based Estate Plan
Designed for married couples or families planning jointly without a need for a trust.
Includes for each spouse:
- Last Will & Testament
- Appointment of Guardian (if applicable)
- Power of Attorney-Finances
- Power of Attorney-Health Care
- Advance Health Care Directive
- HIPAA Release
Investment: $1,399
Single Trust-Based Estate Plan
Perfect for individuals seeking comprehensive protection and probate avoidance through a revocable living trust or need to update their existing trust.
Includes:
- Revocable Living Trust
- Certification of Trust
- General Transfer
- Power of Attorney-Finances
- Power of Attorney-Health Care
- Advance Health Care Directive
- HIPAA Release
- Pour-Over Will
- Deed Transfer Assistance*
Investment: $1,699
* Deed transfer fees may apply and are state-specific. We will provide an estimate based on your location and the number of properties being transferred.
Family Trust-Based Estate Plan
Designed for couples who want to establish a joint trust and streamline the process for their family to avoid probate or need to update their existing trust document(s).
Includes:
- Joint Revocable Living Trust
- Certification of Trust
- General Transfer
- Power of Attorney-Finances
- Power of Attorney-Health Care
- Advance Health Care Directive
- HIPAA Release
- Pour-Over Will
- Property Agreement (for married couples in Community Property states only)
- Deed Transfer Assistance*
Investment: $1,999
* Deed transfer fees may apply and are state-specific. We will provide an estimate based on your location and the number of properties being transferred.
Dual Family Trust-Based Estate Plan
Designed for married couples who want to establish their own individual trusts and streamline the process for their family to avoid probate or need to update their existing separate trust document(s).
Includes:
- Revocable Living Trust (2)
- Certification of Trust (2)
- General Transfer (2)
- Power(s) of Attorney-Finances
- Power(s) of Attorney-Health Care
- Advance Health Care Directive(s)
- HIPAA Release(s)
- Pour-Over Will(s)
- Deed Transfer Assistance*
Investment: $2,999
* Deed transfer fees may apply and are state-specific. We will provide an estimate based on your location and the number of properties being transferred.
Add on Plan
Powers Plan
Ideal for young adults and college students who want to ensure their parents, guardians, or someone they trust can make important health and financial decisions in the event of an emergency.
Includes:
- Power of Attorney-Finances
- Power of Attorney-Health Care
- Advance Health Care Directive
- HIPAA Release
Investment: $199