See exactly what's included in every service — with flat-fee pricing shown upfront.
Find the right estate planning solution for your needs. Compare features, pricing, and what's included in each package.
| Features | RECOMMENDED Trust Package $3,500 Comprehensive trust-based estate plan | Probate Avoidance Package $1,750 Essential documents to avoid probate | Will Package $1,250 Complete will-based estate plan | À La Carte Trust $2,500 Trust with essential support services |
|---|---|---|---|---|
| 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 | (1) Included | ||
| Trust Funding Guidance | ||||
| Online or Mobile Notarization | ||||
| Physical & Digital Portfolio | ||||
| Access to Client Portal | ||||
| Unlimited Attorney Consultation | ||||
| Review & start online | Review & start online | Review & start online | Review & start online |
Comprehensive trust-based estate plan
Essential documents to avoid probate
Complete will-based estate plan
Trust with essential support services
Not sure which service is right for you? Select a service directly, use the short service finder for guidance, or choose a consultation if your situation needs a direct conversation.
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.
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.
