Estate Planning Packages
Choose the option that works best for you — handle it yourself with our guided DIY tools, or let a professional guide you through every step with Full Service.
DIY vs. Full Service — What’s the Difference?
Both options give you legally valid, state-compliant documents. The difference is how much help you want along the way.
DIY Packages
Self-guided — you’re in control
With DIY, you input all your own information using our guided online forms. Once complete, you’ll download and print your documents yourself. It’s fast, affordable, and perfect for people who are comfortable working through the process on their own.
Best for:
People who prefer to handle things independently, are comfortable with online forms, and want the most affordable option.
Starting at $149
Full Service Packages
Professional assistance every step of the way
With Full Service, you receive personal guidance from a professional who will help you through the entire process. Your documents are reviewed for accuracy. Trust packages include a premium leather binder. Notary services may be included — ask your referring agent for details.
Best for:
People who want peace of mind, prefer professional guidance, or have more complex estate planning needs.
Starting at $199
Side-by-Side Comparison
| Feature | DIY | Full Service |
|---|---|---|
| State-compliant legal documents | ||
| You input your own information | Online forms | Professional handles it |
| Download & print yourself | Documents delivered to you | |
| Professional document review | ||
| Personal guidance & support | ||
| Premium leather binder | Trust packages only | |
| Notary coordination | May be included — ask your agent | |
| Step-by-step instructions | ||
| Completion timeline | ~30 minutes | 3–5 business days |
About Notary Services: Notary coordination may be included with Full Service packages depending on your agent and location. Please inquire with the agent who referred you for specific details about notary availability in your area.
Browse Our Packages
Toggle between DIY and Full Service to compare pricing.
DIY: You fill in your information online, then download and print your documents yourself.
Power of Attorney
Designate someone to make financial and legal decisions on your behalf.
- Durable Power of Attorney
- Healthcare Power of Attorney
You input your info online • Download & print yourself • Guides included
Last Will & Testament
Ensure your assets are distributed according to your wishes.
- Last Will & Testament
- Guardianship Nomination
- Executor Appointment
You input your info online • Download & print yourself • Guides included
Individual Trust
Protect your assets and avoid probate with a comprehensive trust package.
- Revocable Living Trust
- Pour-Over Will
- Certificate of Trust
- Trust Transfer Deed
- Power of Attorney
- Healthcare Directive
You input your info online • Download & print yourself • Guides included
Couples Trust
Complete estate plan for married couples or domestic partners.
- Joint Revocable Living Trust
- Pour-Over Wills (2)
- Certificates of Trust (2)
- Trust Transfer Deeds
- Powers of Attorney (2)
- Healthcare Directives (2)
You input your info online • Download & print yourself • Guides included
Currently Serving All States
Our estate planning documents are customized to comply with your state's specific legal requirements. Currently serving all states nationwide.