If your employer's legal insurance benefit covers estate planning, most or all of the cost of your trust package can be covered by your plan. Pick your plan below to see exactly what's included, what to expect out of pocket, and what we'll need from you to get started.
Coverage varies by employer and plan tier — we'll confirm your exact benefits before any work begins, so there are never surprises.
Most insurance-plan questionnaires are a static PDF. Ours is a guided, one-question-at-a-time interview — with plain-English explanations next to every question — or a conversational chat if you'd rather just talk it through.
One question at a time, with your progress saved automatically — no 20-page PDF to fill out alone.
Individual, married couple, or non-traditional couple — the questionnaire adapts to your family, not the other way around.
Every question includes a plain-English explanation of what it means and why it matters — right where you need it.
Tell us about your family, assets, and wishes through our guided online intake — usually 30–45 minutes.
We prepare your full estate plan and confirm your insurance coverage — typically within 2–3 weeks.
Meet with your attorney to review every provision, then sign with a notary on-site — in person or by video call.
Get your signed, notarized documents plus a digital copy — and we handle recording your deed with the county.
Start your questionnaire now — it only takes a few minutes to see exactly what your plan covers.