Plain prices. No surprises.
Estate plans: one setup fee, and your first year is included. Business plans: pay by the month or by the year.
Will and estate plans
One setup fee. Your first year is included. After that, a small yearly fee keeps your plan current.
Choose your plan
One setup fee. Your first year is included.
Essential
$199
$49 per year after your first year
- Your will, directive, and power of attorney
- Upload documents and add findings to your plan
- Invite one family member
Complete
$499
$99 per year after your first year
- Everything in Essential
- A trust, where your state or province offers one
- Unlimited family members
- Up to 4 advisor seats
Concierge
$1,495
$249 per year after your first year
- Everything in Complete
- A lawyer reviews your plan. The lawyer gives the advice.
- A yearly plan review call
30-day money-back guarantee on estate setup fees.
Compare everything
Essential
$199 to set up, then $49 a year
For getting the key papers in place.
- Will
- Financial power of attorney
- Health directive
- Upload your papers and get a gap report
- Signing steps for where you live
- 1 family member seat
Complete
Most families with a home, savings, or a business
$499 to set up, then $99 a year
For a full plan that stays current.
- Everything in Essential
- Revocable living trust and pour-over will
- Fairness planning: see what each person receives under each choice
- Trust and beneficiary trackers
- Plan monitoring, with a person on our team watching for law changes
- Room for your whole family, plus 4 advisors
- Legacy letters to the people you love
Concierge
$1,495 to set up, then $249 a year
For a guiding hand from start to finish.
- Everything in Complete
- Lawyer review of your plan
- A yearly plan review call
- A session to prepare the person who will carry out your wishes
Add-ons
- Lawyer review: $299, flat fee. Included in Concierge.
- In-person lawyer visit: $1,000, where available.
Lawyer review is a flat fee. The lawyer, not Succession Plan, gives the advice.
- Your first year is included in the setup fee. Yearly billing starts in year two.
- 30-day money-back guarantee on estate setup fees.
- Your finished documents stay yours to download, even if you cancel.
- Start free: upload your papers for a summary and a gap report.
Business succession plans
Owner
$149 a month, or $1,490 a year
For owners getting the business ready.
- Readiness workspace
- Value tracker
- Guides for all six paths
- Business documents to prepare
- 4 advisor seats
Advisor
$249 a month, or $2,490 a year, per firm
Founding offer: the first 10 firms pay $199 a month.
For firms with business owner clients.
- White-label assessment
- Meeting briefs
- Client list
The 5-minute check is free for every owner.
Advisory help
For owners who want a person on their side. Each item is quoted before we start.
- Opinion-of-value callFree
- Exit Value ReportQuoted
- Readiness workQuoted, based on the gap we measure
- Family transferQuoted
- Employee ownership study (EOT or ESOP)Quoted
- Yearly value checkQuoted
Quoted before we start.
Advisory work is invoiced. It is not part of any plan above.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.
Pricing questions
Is there a monthly price for estate plans?
No. Estate plans are one setup fee, with the first year included, then a yearly fee.
What does the yearly fee cover?
It keeps your plan current. We prompt you after life changes, and our team checks for law changes. The people you chose keep their access.
What if I stop paying the yearly fee?
Your finished documents stay yours to download. Updates and monitoring stop.
Who gets the money-back guarantee?
It covers estate setup fees for 30 days. It does not cover yearly fees, add-ons, business plans, or advisory work.