Secure Your Legacy.
$99/year (or $12.99/month)
$199/year (or $24.99/month)
$199/year (or $24.99/month)
Features:
- Custom Will
- Unlimited asset tracking
- All document templates
- Full 24/7 AI estate assistant access
- Advanced asset categories
- Digital vault (Secure document storage)
- Quarterly asset value update notifications
- Automated annual review reminders
- Priority support
- Export capabilities
- Basic analytics
- $49 add-on for one-time attorney consultation or will review (email or 15-min call)
- $49 add-on notarization
$199/year (or $24.99/month)
$199/year (or $24.99/month)
$199/year (or $24.99/month)
Features:
- Everything in Pro, plus:
- 2 family members (custom will & asset map each)
- Best for spouses
- Shared asset viewing
- Collaboration tools
- Family document sharing
- Enhanced security
- Additional storage
- Priority support
- Custom permissions
- One attorney consultation per year (1 Free)
- Discounted rate for additional attorney consultation or document reviews
- Discounted rate for notarization
$499/One Time - Lifetime Access
$499/One Time - Lifetime Access
$499/One Time - Lifetime Access
Features:
- Custom Will
- Unlimited asset tracking
- All document templates
- Full 24/7 AI estate assistant access
- Advanced asset categories
- Digital vault (Secure document storage)
- Priority support
- Export capabilities
- Basic analytics
- One attorney consultation (1 Free)
- $49 add-on for one-time attorney consultations or will review (email or 15-min call)
- $49 add-on notarization
Custom Pricing
$499/One Time - Lifetime Access
$499/One Time - Lifetime Access
Features:
- Everything in Family, plus:
- White-label option
- Client management
- Bulk document generation
- API access
- Custom integrations
- Analytics & reporting
- Dedicated support
- Training sessions
- Best for attorneys, financial advisors, wealth managers, HR benefits providers, and employers