Lifetime Purchase

Buy Once. Bill Forever. Own Everything.

$15,995.00 one-time investment

Stop Paying Monthly. Start Building Equity.

You’ve built your practice on ownership—your reputation, your client relationships, your expertise. Why should your estate planning technology be any different?

The Lifetime Purchase package gives you complete, permanent control over your estate planning infrastructure. No monthly fees. No usage limits. No wondering if next year’s subscription increase will eat into your margins.

This is for the practice that thinks in decades, not months.

What You’re Actually Buying

This isn’t a software subscription. It’s intellectual property with legal precision baked in.

You receive:

• Complete document library (estate planning + business formation)
• Pre-coded workflows ready to deploy immediately
• Full customization rights to modify questionnaires and outputs
• White-label branding across the entire client experience
• Attorney-reviewed templates approved for NC/SC compliance
• Unlimited usage for the life of your practice

Every document. Every workflow decision tree. Every automation sequence. Yours to modify, deploy, and monetize however you see fit.

Built for Attorneys Who Know What They’re Doing

If you’re a family law attorney who wants to add estate planning without starting from scratch—this is your shortcut.

If you’re an established estate planning firm that needs a modernized intake process—this is your efficiency multiplier.

If you’re a workers’ comp attorney who wants to offer comprehensive planning to injury settlement clients—this is your practice expansion toolkit.

You get the legal infrastructure. You bring the expertise and client relationships.

The Customization Advantage

Unlike subscription plans, you’re not locked into our workflows. You can:

• Modify determination questions to match your intake style
• Add firm-specific guidance and explanations
• Adjust document clauses within legal bounds
• Create branded client-facing materials
• Integrate with your existing practice management systems

Your practice has unique needs. This package gives you the flexibility to meet them.

White-Label = Your Brand, Your Authority

Every touchpoint carries your firm’s name and branding:

• Client questionnaires display your logo
• Document outputs feature your firm letterhead
• Instruction materials reflect your communication style
• Your clients never see “Future Proof Plans”

You built the trust. You keep the credit.

The Complete Document Arsenal

Estate Planning:

• Joint or Individual Living Revocable Trust (married/single)
• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will
• Quitclaim Deed(s) for trust funding
• Certificate of Trust
• Execution instructions and FAQs
• Client decision summary

Business Formation:

• LLC Operating Agreements (single/multi-member)
• Quitclaim Deed(s) for LLC real estate transfers
• Formation information collection forms

Every document state-compliant for North Carolina and South Carolina. Every template reviewed and approved by licensed attorneys.

The Economics That Make Sense

At subscription pricing: $23,940 over 12 months. $47,880 over 24 months. $119,700 over 5 years.

With lifetime purchase: $15,995. Once. Forever.

Breakeven point: 8 months compared to monthly subscription.

If you’re processing even 10 estate plans per year, this investment pays for itself—and then becomes pure profit margin for the next 10, 20, 30 years of your practice.

Who This Isn’t For

This package requires commitment; this isn’t for you if you’re:

• Just testing estate planning as a service offering
• Unsure about client demand
• Not ready to invest in practice infrastructure
• Outside North Carolina or South Carolina

Consider our Professional Subscription or Pay-Per-Plan options instead. They’re designed for lower commitment and testing market demand.

But if you’re serious about building estate planning into your long-term practice model—if you’re thinking about what your firm looks like in 5, 10, 15 years—this is the investment that compounds.

Legal Compliance You Can Trust

Every template has been reviewed and approved by North Carolina and South Carolina attorneys. You receive attorney-backed documents that meet state-specific requirements.

Important: The templates are reviewed and approved by Saxton Law, but this does not create an attorney-client relationship. Users are responsible for document execution and ensuring proper use within their practice scope.

Optional Add-Ons Available

• Attorney review of further document customizations
• Attorney-prepared and recorded deeds
• Connection to coding team for advanced workflow modifications

This Purchase Includes Lifetime Access To:

✓ All pre-coded estate planning documents
✓ All business formation documents
✓ Complete workflow automation
✓ Unlimited client usage
✓ Full white-label customization
✓ Ability to modify questionnaires and workflows
✓ Attorney-reviewed, state-compliant templates
✓ Execution instructions and client FAQs
✓ Priority attorney review for add-on services

Refund And Returns

All sales are final. Due to the nature of intellectual property and coded document systems, lifetime purchases cannot be refunded once access is granted.

We recommend scheduling a demo and reviewing all documentation before purchase to ensure this package meets your practice needs.

Book A Demo

Ready to own your estate planning infrastructure?

This is a significant practice investment. Let’s make sure it’s the right fit.

Schedule a 30-minute demo to:

• Review your practice’s specific needs
• Discuss customization options
• See live demonstrations of workflow capabilities
• Clarify technical requirements
• Answer questions about implementation

Contact our sales team:
📧 [email protected]
📞 (803) 265-8164
📍 460 King St., STE 200, Charleston SC 29403

Or click here to schedule directly.

Available exclusively to North Carolina and South Carolina service providers.

Important: While templates are attorney-reviewed by Saxton Law, this does not create an attorney-client relationship. Users are responsible for proper document execution and use within their professional scope.

Future Proof Plans, Inc. | Templates reviewed by Saxton Law

Investment in your practice. Ownership of your infrastructure. Control of your future.