We provide advisor and client pricing plans to accommodate both sides of the estate planning process.

Solo / Small Team

$39 / mo
$375/ year*
User Portal
Advisory Account
Attorney Network Access
Phone/Email Support
Advisory Resource Center
Smart Start Program
* Sample Documents available at additional charge.
Get Started


Unlimited Potential
Everything in the Team plan +
Unlimited Users
Volume Discounts
User/Seat Management
White-label solutions**
**Additional fees may apply
Schedule a Demo

Document Packages

Please call for current pricing

Complete Will Package

Call For Custom Pricing
Last Will and Testament
Financial Power of Attorney
Healthcare Power of Attorney
Attorney Assigned to File
Cloud Storing and Sharing

Complete Trust Package

Call For Custom Pricing
Revocable Living Trust
Certification of Trust
Pour-Over Wills
Financial Power of Attorney(s)
Healthcare Power of  Attorney(s)
Attorney assigned to file
Cloud Storing/Sharing

Complete Trust Package PLUS​

Call For Custom Pricing
Everything in the Trust Package
EP Navigator Guided
Funding Guide
Post Plan Training
Platform Training
Client Set-Up in Your Portal