Simple pricing. No surprises.
One payment builds your plan. Your first year is included. After that, a small yearly fee keeps your plan alive.
Every plan includes your core documents, ongoing monitoring, and a real person to call. Pick the plan that fits your family.
Essential
For families getting started.
$299
to set up, then $99 a year
First year included in setup- Will, healthcare directive, and financial power of attorney
- Basic asset and family-member inventory
- Plan-health score with annual review prompt
- Upload and organize your existing documents
- Accept the facts we read from your documents into your plan
- State-specific document generation
- Secure sharing with one family member
- Phone and email support
Complete
For families with a farm, business, or complex estate.
$699
to set up, then $149 a year
First year included in setup- Everything in Essential, plus:
- Revocable living trust and pour-over will
- Trust-funding tracker (is your trust actually funded?)
- Beneficiary-designation tracker (catch conflicts before they matter)
- Fairness and equalization scenario modeling
- Invite unlimited family members and up to 4 professional advisors
- Life-event monitoring and law-change review by our team and attorney partners
- Activity log (who viewed or changed what)
- Legacy letters
Concierge
For families who want a guiding hand.
$1,950
to set up, then $349 a year
First year included in setup- Everything in Complete, plus:
- Attorney review of your complete plan
- Remote online notarization (up to 4 sessions per year) for eligible documents. Never for your will.
- In-home signing available in Iowa: we send a notary and witnesses to your home, $350 per visit
- Priority phone support with a dedicated advisor
- Annual plan review call with a licensed professional
- Executor preparation session (walk through the plan with the person carrying out your wishes)
30-day money-back guarantee.
Every setup fee comes with a 30-day money-back guarantee. If it is not right for your family, we will refund your setup fee. No questions asked.
Add-on services
In-person attorney visit
$1,000
A licensed attorney comes to your home for a full consultation and review of your plan.
In-home signing visit
$350 per visit
A commissioned notary and two qualified witnesses come to your home. You sign at your kitchen table. Available in Iowa on the Concierge plan.
All plans include:
Currency information
Prices shown are in US dollars for American families. Prices for Canadian families are in Canadian dollars at the same amounts.
Not ready to decide?
Start free. Upload your documents and get a plain-English summary and a gap report. No credit card needed.
Start FreeNot sure which plan? Call us and we will help you choose.