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Choose your pricing plan

Legacy Starter
29.99$
Every month
Essential estate plan maintenance for individuals and small families.
- Secure estate document storage
- Annual plan review
- Basic document updates
- Client portal access
- Email support
Family Legacy Plan (Recommended)
59.99$
Every month
Ongoing estate planning support for growing families and homeowners.
- Everything in Legacy Starter
- Unlimited document updates
- Annual strategy session
- Beneficiary and trustee changes
- Priority support
- Legacy planning workshops
Legacy Builder
149.99$
Every month
Advanced estate planning for business owners, investors, and high-net-worth families.
- Everything in Family Legacy Plan
- Quarterly strategy sessions
- Business succession planning
- Real estate asset alignment
- Priority processing
- Direct legacy consultant access

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