Estate Services
Estate Starter
$399
Our Estate Starter packet is an ideal solution for those beginning their estate planning journey, offering essential documents to protect your assets and help your beneficiaries avoid probate. This package enables you to maintain control of your assets during your lifetime while ensuring a seamless transfer to heirs.
Included:
- Pour-Over Will
- Power of Attorney
- Advanced Directives
- Certification of Trust
- Remote Notary Service
Gold Estate
$699
Our Gold Estate bundle offers unbeatable value, providing a complete, high-quality revocable trust along with essential ancillary documents — saving you thousands compared to purchasing these services separately. Elevate the authenticity of your trust documents with our gold foil notarization.
Included:
- Estate Starter Packet
- Estate Plan Portfolio
- Free Credit Repair Services (6 months)
- Free Trust Amendments (12 months)
- Free Property Transfers (18 months)
- Raised Seal In-Person Notary Service
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Attorney Services
Plans starting at $29.95/mo
For a low monthly fee, members gain access to a network of experienced attorneys for personal or business legal matters, covering everything from document review to family, real estate, and consumer law. This service allows individuals and families to address legal concerns without the high hourly costs typical of traditional law firms, making it a more accessible solution for ongoing legal needs.
Trust Amendments
$125
Already have a trust? We will amend your trust whenever your life circumstances change, ensuring your estate plan remains aligned with your wishes.
Significant events—like marriage, divorce, the birth or adoption of a child, or the death of a beneficiary—can impact how you want your assets managed and distributed. Similarly, changes in state residency, tax laws, or financial circumstances may require updates to your trust’s terms to maintain protections.
Identify Theft Protection
Plans starting at $14.95/mo
For a low monthly fee, members gain access to a robust identity theft protection plan designed to guard against and respond to identity fraud. These services include continuous credit and identity monitoring across one or all three credit bureaus, alerts for suspicious activity, and dedicated support through Licensed Private Investigators to fully restore any compromised identity.