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.
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
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.