Complete Estate-Planning Document Packages, One Flat Fee.
Guided preparation, a personal review with our team, and funding checklists, completed in as little as 7 to 20 days.
How It Works
How We Work With You
- 01
Free Introductory Call
We walk you through our packages, process, and pricing. No pressure.
- 02
Meet Face to Face by Video
We learn about your family and goals, then you choose your package and complete a guided interview.
- 03
Review Together
We walk through your prepared documents with you to confirm names, dates, and details are accurate.
- 04
Sign & Notarize
Signature pages are labeled and documents are express-mailed with clear signing and notarization instructions. Online signing is available on Protector Plan Plus.
- 05
Fund Your Trust
You receive a step-by-step funding checklist, physical and electronic, to help you title assets into your trust. We're available for questions throughout.
An Organized Document-Preparation Process
From questionnaires to signing and funding checklists, each step helps you organize information and complete the documents included in your selected package.
Guided Documents
Prepare the wills, trusts, powers of attorney, and healthcare directives listed in your selected package.
Structured Technology
A guided software workflow helps collect your information and prepare documents consistently.
Transparent Pricing
Published package pricing for document-preparation tools and administrative support, with no hidden add-ons.
From Planning to Protection: Your Estate, Secured
Every step helps organize your documents, signing, and trust-funding tasks.
- Comprehensive Coverage: Everything from Wills and Trusts to Powers of Attorney.
- Health Care Directive: Make your medical wishes known and name someone you trust to carry them out.
- Signing Instructions: Labeled signature pages and clear signing and notarization steps.
- Quick & Transparent: Clear process with no hidden steps or surprises.
Why a Funded Trust Matters
A trust generally affects only assets connected to it. We provide checklists for contacting institutions, reviewing beneficiary information, and coordinating deeds or other transfers with qualified professionals.
- Real estate deed transfers and recordings
- Account and beneficiary updates
- Business interest assignments
- Funding checklist and final instructions
Complete, Flat-Fee Trust Plans
Compare the documents, delivery, and support included with each package.
| Document or feature | Value Protector PlanFrom $995 · Individual or Couples | Most PopularProtector Plan Plus$1,495 · Individual or Couples |
|---|---|---|
| Funded Revocable Living Trust | ||
| Powers of Attorney | ||
| Healthcare Directives | ||
| Nomination of Guardian | ||
| Guardianship Papers for Minor Children | ||
| Pour-over Will | ||
| Certification of Trust | ||
| Declaration of Trust | ||
| Marital Property Agreement | ||
| Assignment & Distribution of Personal Property | ||
| Assignment of Business Interests | ||
| Final Instructions | ||
| Funding Instructions | ||
| Trust Funding Process & Checklist | ||
| Online Signing & Notarization | ||
| Hard Copy + Electronic Delivery | ||
| Document Vault — 1st Year Included, $25/Year After | ||
| AfterMatters Planning Access |
Value Protector Plan
Complete document preparation with physical delivery.
Book a Call About This Plan Ready now? Start online →Protector Plan Plus
Adds online signing and notarization, electronic delivery, Document Vault access, and AfterMatters Planning.
Book a Call About This Plan Ready now? Start online →Deposit only when you're comfortable. Balance only when you're satisfied.
Many traditional trust packages cost more. Our flat-fee packages include the documents, a personal review, and funding checklists.
Prices cover the listed document-preparation tools and administrative support.
Advanced Trust Documents
Document-preparation support for advanced trust structures, coordinated with your attorney or other qualified professionals.
- General Information on Trust Structures
- Ownership-Organization Documents
- Professional Coordination as Needed
Ready to Talk Through the Process?
Have questions about package features or the preparation process? Our team can explain what is included before you move forward — no pressure, no surprises.
Book Your Free Planning CallAnswers to Your Estate Planning Questions
Get clear, concise answers to the questions that matter most when planning your estate.