Pay-Per-Use Plan

One Client. One Payment. Zero Monthly Commitment.

$449 per complete estate plan

Not Ready to Commit? Neither Were Your Best Clients.

You know estate planning makes sense for your practice. You’ve watched clients slip away to attorneys. You’ve calculated the revenue you’re leaving on the table.

But you’re not sure about the volume yet.

Maybe you’re in a smaller market. Maybe your client base skews younger. Maybe you just want to test whether estate planning actually sticks before investing $24K/year in subscriptions.

Smart thinking. This plan exists for exactly that reason.

Pay-Per-Plan = Zero Risk, Real Revenue

No monthly fees eating into profit margins. No commitment anxiety. No wondering if you’ll process enough plans to justify the subscription cost.

You pay $449 when a client needs estate planning. That’s it.

Client pays you $2,500-$3,500. You pay us $449. You keep $2,051-$3,051. Math that works from plan one.

When This Makes Perfect Sense

You’re Testing the Market: You want to see if your clients actually want estate planning from you before committing to monthly infrastructure costs.

You Serve Seasonal Needs: Tax season brings estate planning questions. Annual reviews surface planning gaps. You don’t need unlimited capacity—you need on-demand access.

You’re Outside NC/SC: The subscription plans are NC/SC exclusive. Pay-Per-Plan is available to professional service providers across the entire United States.

You Have Smaller Volume: Processing 3-5 estate plans per year? Monthly subscription pricing doesn’t make sense. Pay-per-use does.

You’re Adding to Existing Services: You’re not building an estate planning practice. You’re occasionally helping clients who need basic documents and trust you enough to ask.

You Want Flexibility: Some quarters you’ll do three plans. Some quarters you’ll do zero. Pay only when you need it.

Everything Your Clients Actually Need

Complete Trust Package for Individual or Couple:

• Joint or Individual Living Revocable Trust
• Certificate of Trust
• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will
• Execution instructions, trust funding guidance, and FAQs

No business formation documents (those are in the subscription and lifetime plans).

But for 80% of your clients who just need solid personal estate planning? This is everything they need.

Attorney-Reviewed. State-Compliant. No Shortcuts.

Every template has been reviewed and approved by licensed attorneys for state-specific compliance. You’re delivering the same professional-grade documents that subscription users access—you’re just paying per plan instead of per month.

Works in all 50 states. Templates adapt to state-specific requirements automatically.

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

How It Works: Simple by Design

Step 1: Client needs estate planning
Step 2: You purchase a plan ($449)
Step 3: You fill out the guided questionnaire on their behalf
Step 4: Platform generates complete document package
Step 5: Documents delivered as PDF immediately
Step 6: You deliver to client with execution instructions

Time investment: 1-2 hours per client
Your revenue: $2,500-$3,500
Your cost: $449
Your profit: $2,051-$3,051

What You’re NOT Getting (And Why That’s OK)

Let’s be transparent about the trade-offs:

❌ No monthly unlimited access – You pay per plan, which gets expensive at volume
❌ No white-label branding – Documents come standard (though you’re delivering them)
❌ No workflow customization – The questionnaire is set
❌ No business formation documents – Personal estate planning only
❌ You fill it out – Unlike subscription plans, you complete the questionnaire on behalf of your client rather than sending it to them

If you’re processing 5+ plans per month consistently, you’re spending $2,245+ monthly on per-plan fees when you could be paying $1,995/month for unlimited access.

The math is simple: At 5 plans/month, subscription makes sense. Under 5 plans/month (or unpredictable volume), pay-per-use makes sense.

Who Should Choose This Plan

✓ Test-Before-Commit Advisors: You want proof of concept before investing in monthly infrastructure
✓ Low-Volume Practitioners: You serve 1-6 clients needing estate planning per year
✓ Geographic Flexibility Seekers: You’re outside NC/SC and can’t access subscription options
✓ Seasonal Service Providers: Your estate planning demand is clustered (tax season, year-end, etc.)
✓ Risk-Averse Firms: You want to add services without adding fixed costs

Who Should Choose Something Else

If you’re consistently processing 5+ estate plans per month, Professional Subscription at $1,995/month saves you money and adds white-label branding.

If you’re an attorney or large firm wanting full customization and ownership, Lifetime Purchase at $15,995 gives you infrastructure equity.

Still not sure? Start with Pay-Per-Plan. Test it. Scale when ready. You can always upgrade.

The Honest Economics

Breakeven client price: If you charge $2,500+ per estate plan, you’re profitable from client one.

Plan 1: You charge $2,800. You pay $449. Profit: $2,351
Plan 3: You charge $3,200. You pay $449. Profit: $2,751
Plan 5: You charge $2,600. You pay $449. Profit: $2,151

Total revenue from 5 plans: $14,500
Total cost for 5 plans: $2,245
Total profit: $12,255

Compare to referral model: $0 revenue, $0 profit, 5 lost client relationships.

Optional Add-Ons for Complex Situations

Need attorney review for special circumstances? Want professionally prepared and recorded deeds?

Add-on services available for situations requiring additional legal expertise beyond standard platform templates.

No Subscriptions. No Surprises.

You pay $449 when you need a plan. You pay $0 when you don’t.

No Gavel.io subscription required (unlike the other plans). No platform hosting fees. No monthly minimums. No usage commitment.

Pure pay-as-you-go simplicity.

Start with One Client

You don’t need a business plan. You don’t need volume projections. You don’t need budget approval.

You need one client who needs estate planning.

That’s it. That’s the entry requirement.

Serve them. See how it goes. Decide if you want to do it again. If yes, buy another plan. If no, you’re out $449 total—not $24K in annual subscription costs.

Refund and returns

All plan purchases are final. Once documents are generated, the intellectual property has been transferred and refunds cannot be issued.

We recommend reviewing sample documents and scheduling a demo before purchasing to ensure the platform meets your needs.

Get in contact

Ready to deliver your first attorney-reviewed estate plan?

Let’s make sure this is the right fit for your practice volume and client needs.

Schedule a 15-minute call to:

• See sample document outputs
• Walk through the questionnaire process
• Discuss pricing strategies for your market
• Determine if pay-per-use or subscription makes more sense
• Answer questions about state-specific compliance

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