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Compare Estate Planning Packages

Find the right estate planning solution for your needs. Compare features, pricing, and what's included in each package.

RECOMMENDED

Trust Package

Comprehensive trust-based estate plan

$3,500
Revocable Living Trust
Last Will & Testament
Pour-Over Will
Power of Attorney for Healthcare
Power of Attorney for Property
Healthcare Directive (Living Will)
Transfer-on-Death Instrument
Remembrance & Services Memorandum
Personal Property Memorandum
Deed Transfer of Real Estate to Trust(1) Included
Online or Mobile Notarization
Physical & Digital Portfolio
Access to Client Portal
Unlimited Attorney Consultation

Probate Avoidance Package

Essential documents to avoid probate

$1,750
Revocable Living Trust
Last Will & Testament
Pour-Over Will
Power of Attorney for Healthcare
Power of Attorney for Property
Healthcare Directive (Living Will)
Transfer-on-Death Instrument
Remembrance & Services Memorandum
Personal Property Memorandum
Deed Transfer of Real Estate to Trust
Online or Mobile Notarization
Physical & Digital Portfolio
Access to Client Portal
Unlimited Attorney Consultation

Will Package

Complete will-based estate plan

$1,250
Revocable Living Trust
Last Will & Testament
Pour-Over Will
Power of Attorney for Healthcare
Power of Attorney for Property
Healthcare Directive (Living Will)
Transfer-on-Death Instrument
Remembrance & Services Memorandum
Personal Property Memorandum
Deed Transfer of Real Estate to Trust
Online or Mobile Notarization
Physical & Digital Portfolio
Access to Client Portal
Unlimited Attorney Consultation

À La Carte Trust

Trust with essential support services

$2,500
Revocable Living Trust
Last Will & Testament
Pour-Over Will
Power of Attorney for Healthcare
Power of Attorney for Property
Healthcare Directive (Living Will)
Transfer-on-Death Instrument
Remembrance & Services Memorandum
Personal Property Memorandum
Deed Transfer of Real Estate to Trust(1) Included
Online or Mobile Notarization
Physical & Digital Portfolio
Access to Client Portal
Unlimited Attorney Consultation

Need Help Choosing?

Not sure which package is right for you? Our team can help you understand which option best fits your needs and goals.

Trust Package vs. À La Carte Trust

The Trust Package provides a complete estate plan with a trust, will, powers of attorney, and all supporting documents.

The À La Carte Trust includes only the revocable living trust document itself, without any additional estate planning documents or services.

Probate Avoidance vs. Will Package

The Probate Avoidance Package includes a Transfer-on-Death Instrument, which helps your real estate avoid probate without creating a trust.

The Will Package is a traditional will-based plan that will require probate but is more affordable for those who don't own real estate or prefer a simpler approach.