Legacy Packages
Essential Package
Starting at $2.31/paycheck
✅ Basic Will
✅ Health Care Proxy & Living Will
✅ End-of-Life Celebration Wishes
❌ Real Estate or Dependents
❌ Probate Fees
Standard Package
Starting at $14/paycheck
✅ Revocable Living Trust
✅ Health Care Proxy & Living Will
✅ End-of-Life Celebration Wishes
✅ Implementation Guide
✅ Pet Estate Plan
Upgrades
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________
$50
Pre-Planning Consultation
Legacy and estate planning can feel overwhelming. Our team is here to answer your questions during a pre-planning consultation.
$175
Live Attorney Review
For those needing extra support beyond email, book a video call with a licensed attorney to finalize your plan.
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$100
Custom Funding Guide
Funding your trust is essential to be carried out as intended. Our guide provides clear, personalized instructions for managing your assets.
Have a question about estate planning?
Also Included
Basic Amendments
We offer free basic amendments for things like adding another child, changing the ages of distribution, or allocating an amount to someone or a charity.
Trust Company
If you would like to name a Trust Company as one of the successor trustees we have one lined up and ready to be named.
Restating a Trust
Already have a trust with assets in it but want to freshen it up? There is a question in the Legacy Planner that will allow you to indicate that it’s a restatement.