Simple Pricing. Complete Peace of Mind.
Choose the package that fits your needs and protect what matters most.
ESSENTIAL
Core Estate Documents Package
$449
Get Your Essential documents done
- Create your Will
- Power of Attorney (POA)
- Advance Healthcare Directive (AHD)
- Guided platform access
- Downloadable, ready-to-execute documents
Best for individuals or families who want to get their core documents in place quickly and affordably.
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Create Your Will
We utilize a user-friendly software to guide you through the essential process of creating a legally sound will that clearly outlines your wishes for the distribution of your assets, guardianship of minor children, and final arrangements. Our structured, easy-to-follow approach ensures nothing is overlooked, giving you confidence that your legacy will be honored exactly as intended.
Power of Attorney (POA)
A Power of Attorney allows you to designate a trusted individual to manage your financial and legal affairs if you become unable to do so. Our software helps you understand your options and creates a document tailored to your needs, ensuring your affairs remain in capable hands during unexpected circumstances.
Advance Healthcare Directive (AHD)
Take control of your future medical care with a comprehensive Advance Healthcare Directive. This document outlines your healthcare preferences and appoints someone to make medical decisions on your behalf if needed. Our platform provides clear guidance so your wishes are respected and your loved ones are not left guessing during critical moments.
Guided Platform Access
Our intuitive digital platform is designed to simplify the planning process. With step-by-step guidance, helpful prompts, and user-friendly navigation, you’ll be supported at every stage. Whether you're just starting or finalizing details, our platform ensures a smooth, stress-free experience.
Downloadable, Ready-to-Execute Documents
Once your information is complete, you’ll receive professionally formatted, legally compliant documents ready for signing and execution. These documents are easy to download, print, and store, giving you immediate access to your completed plans whenever you need them.
LEGACY ELITE™
TRUST & ADVANCED ESTATE PLANNING PACKAGE
$1,449
Complete Legacy Protection & Organization
- Everything in the Essential Package
- Trust creation platform access
- Full asset & legacy organization
- Digital & financial inventory
- Beneficiary & account review
- Step-by-step guidance for your family
- Wealth transfer preparation
- Enhanced organization & review
- Priority support
Best for families, property owners & those who want complete protection, organization, and long-term peace of mind.
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This package includes all benefits of the Essential Core Estate package and the following.
Trust Creation Platform Access
Gain access to a comprehensive, easy-to-use platform designed to help you establish a trust tailored to your specific needs. Whether you’re planning to protect assets, avoid probate, or create structured distributions for loved ones, our guided system walks you through each step with clarity and confidence.
Full Asset & Legacy Organization
Our software helps bring everything together in one secure, structured system, your assets, documents, wishes, and personal instructions. This organized approach ensures that nothing is overlooked and that your legacy is clearly documented, making it easier for your loved ones to carry out your intentions.
Digital & Financial Inventory
From bank accounts and insurance policies to digital assets and online access, we help you create a complete inventory of everything that matters. This centralized record eliminates confusion, reduces stress for your family, and ensures all assets can be properly located and managed when needed.
Beneficiary & Account Review
Outdated or inconsistent beneficiary designations can create unintended complications. We guide you through a detailed review of your accounts and policies to ensure everything aligns with your overall estate plan, helping prevent delays, disputes, or costly mistakes.
Step-by-Step Guidance for Your Family
Your plan isn’t just for you, it’s for those you leave behind. We provide clear, easy-to-follow instructions your family can rely on during difficult times. This guidance removes uncertainty and empowers your loved ones to act with confidence and peace of mind.
Wealth Transfer Preparation
Ensure a smooth and efficient transition of your assets with proactive wealth transfer planning. Our attorneys help you prepare for the transfer of property, finances, and personal assets in a way that minimizes complications, preserves value, and honors your intentions.
Enhanced Organization & Review
Go beyond basic planning with a deeper level of organization and periodic review support. We help you keep your information current, accurate, and aligned with life changes, so your plan continues to reflect your wishes over time.
Priority Support
As a premium client, you’ll receive priority access to assistance when you need it most. Whether you have questions, need updates, or want additional guidance, our team is here to provide timely, responsive support every step of the way.
DON'T JUST LEAVE INSTRUCTIONS-LEAVE CLARITY.
This package makes sure your family knows what to do, where to find it, and how to carry out your wishes.
Your Information Is Safe
Your data is securely protected through the trusted Wealth.com platform.
Attorney Access Everywhere
Licensed attorneys are available in every state when you need them.
Done in the Comfort of Your Home
Complete your documents online, at your pace, on your schedule.
One Price. Total Value.
One simple price for the protection and peace of mind your family deserves.
The best time to plan is before your family needs it.
Start today and take the first step toward protecting your legacy.