Compare Estate Planning Solution Packages & Pricing

Professional-grade estate planning platform designed for advisors who want to keep their best clients—and grow recurring revenue

Lifetime Purchase

For attorneys and large advisory firms who want complete control, customization, and the ability to modify workflows and documents.
$ 15,995 one-time investment
  • Lifetime unlimited usage
  • Full white-label customization
  • Modify questionnaires and workflows
  • Complete estate & business document library
  • Attorney-reviewed templates
  • State-specific compliance
  • Execution instructions & FAQs
  • Priority attorney review
  • Modify questionnaires and workflows

Professional Subscription

For established advisors ready to add estate planning as a core service line with unlimited client capacity.
$ 1,995 Monthly, Unlimited Plans/Month
  • Unlimited estate plans
  • Complete document library (estate + business)
  • Attorney-reviewed templates
  • State-specific compliance
  • Execution instructions & FAQs
  • Priority attorney review
  • White-label client experience

Pay-Per-Plan

Perfect for advisors who want to offer estate planning occasionally or test client demand before committing to a subscription.
$ 449 per complete estate plan
  • Complete trust package for individual or couple
  • All essential estate planning documents
  • Attorney-reviewed templates
  • State-specific compliance
  • Execution instructions & FAQs
  • No Monthly Commitment
Future Proof Your Life
In Minutes, Or Less
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Create your own wills, powers of attorney, trusts, and more, in 60 minutes or less. Future proof your life with our easy-to-use estate planning tool, built for individuals and couples.