Pricing
Pay annually. Cancel any time. White-glove Concierge available on request.
Essentials
Estate basics for individuals and couples.
$199 / year
Choose Essentials- Last Will & Testament
- Durable Power of Attorney
- Healthcare Directive + HIPAA
- Guardianship designation
- Encrypted document vault
- 2 household members
Most popular
Family
Everything in Essentials + a revocable trust and asset inventory.
$499 / year
Choose Family- Everything in Essentials
- Revocable Living Trust
- Full asset inventory + Plaid linking
- Beneficiary read-only dashboard
- Up to 5 invited members
- Priority email support
Office
The full family-office stack: entities, tax, and investment planning.
$1,499 / year
Choose Office- Everything in Family
- LLC formation (1 entity included)
- Tax planning module
- Investment planning module
- Up to 25 members + advisor seats
- Annual report compliance reminders