Our Services

Every service, explained — what you get, why it matters, and who it's for.

Available in Texas, Arizona & Florida. No jargon, no pressure. Here's exactly what each plan contains, what it does for you and your family, and how to choose. If you're still unsure, the 1-minute quiz points you to the right plan.

DIY Trust Packet Done-For-You Phone Consultation Membership Compare All
Service 01

DIY Trust Packet

$129 one-time · the complete document set for your state

The complete estate-planning document set for your state, built so you can finish it in a weekend. Every blank is red-marked, every step is guided, and nothing is left to guesswork — you fill in the blanks, follow the guide, and sign.

What you get

  • Last Will & Testament — witnesses block, guardian nominations, self-proving affidavit
  • Trust Agreement — options: 1. revocable, 2. irrevocable (your choice), spendthrift clause
  • Certificate of Trust · Special Warranty Deed · Assignment of Personal Property
  • Trust Funding Checklist + asset ledger
  • Step-by-step guide — plain English, not legalese
  • 1 year of packet updates included

Why DIY

  • You stay in control. You decide, you fill, you sign — no back-and-forth, no waiting
  • Complete in a weekend. The guide walks you through every decision in order
  • Honest price. $129 once — a fraction of what a traditional firm charges
  • Verified, not invented. Every citation is checked against your state's official statute text

Optional add-ons — newest instruments

Gift Deed · Affidavit of Heirship · Codicil · Medical Power of Attorney · Just-In-Case Instructions · Child Medical Power of Attorney

$25 each with the DIY packet — added at checkout. With Done-For-You, they are included if your situation calls for one.

Best for: homeowners and families with straightforward situations who want the full set at a fair price — and who will follow the guide. If your situation involves litigation, creditors, or complex assets, consider Done-For-You or add a phone consultation.
Get the DIY Packet — $129 → Documents in your inbox minutes after purchase
Service 02

Done-For-You

$999 one-time · we prepare everything, you sign

Prefer to hand it over entirely? You provide your details — we prepare the complete document set, coordinate the steps, and hand you everything ready to sign. Nothing to fill, nothing to guess, nothing to miss.

What you get

  • Everything in the DIY packet, prepared from your details
  • Full preparation — no red-marked blanks left for you
  • Deed recording coordination in your county
  • Everything checked against your state's statutes before you sign
  • 1 year of packet updates included

Why Done-For-You

  • Hands-off. You answer questions; we do the work
  • Complex situations welcome. Business interests, blended families, out-of-state property
  • Confidence. The set is checked end-to-end before you sign — no small mistakes hiding in the blanks
  • Fixed price. $999 — no quotes, no surprises, no hourly meter

Optional instruments — included when you need them

Gift Deed · Affidavit of Heirship · Codicil · Medical Power of Attorney · Just-In-Case Instructions · Child Medical Power of Attorney

With Done-For-You, these are included if your situation calls for one — just tell us what you need. (On the DIY packet they are $25 each.)

Done-For-You preparation is offered in the states where we operate — Texas, Arizona, and Florida. Your state is confirmed at checkout.
Get Done-For-You — $999 → Fixed price · nothing else to buy
Service 03

Phone Consultation

$99 per 30-minute session · book any time

A private 30-minute session to walk through your situation: your specific assets, your family structure, your questions. Book it standalone, or add it to DIY or Done-For-You.

What you get

  • One 30-minute session, scheduled at your convenience
  • Your specific situation, answered directly
  • Beneficiary choices, business interests, out-of-state property, blended families
  • Clear next steps for your plan

Who it's for

  • DIY buyers with specific questions before they fill in the blanks
  • Anyone deciding between revocable and irrevocable for their situation
  • Families whose situation has a wrinkle the guide can't fully cover
  • No membership needed — pay per session, use when you need it
Book a Session — $99 → 30 minutes · private · one-on-one
Service 04

Membership — keep your plan current, month to month

$29 per month · one update per month · cancel anytime

Here's the uncomfortable truth about estate planning: documents go stale. A plan written when your children were born says nothing about the house you bought, the business you started, the beneficiary who moved away, or the law that changed last session. The membership keeps your plan alive.

What you get

  • One document update per month — life changes, refreshed
  • Questions answered via email
  • Statute-change alerts when your state's law changes, so you can have your documents updated if needed
  • Cancel anytime — no contracts, no penalty

Why a membership

  • One-time planning is a snapshot. A membership is a plan that tracks your life
  • Less than a streaming subscription — for the documents your family depends on in their hardest moments
  • Know when the law moves. You shouldn't have to watch the legislature; we do
  • The value has to earn your renewal — and it does, or you cancel
Start Membership — $29/mo → Works with DIY or Done-For-You
Quick Compare

Which plan is right for you?

DIY $129Done-For-You $999Phone $99/30minMembership $29/mo
Who gets your assets✓✓—Keeps it current
Guardians for children✓✓—Keeps it current
Avoids probate✓✓—Keeps it current
Incapacity protection✓✓—Keeps it current
Creditor protectionOptions: 1. revocable, 2. irrevocable — shield via irrevocableOptions: 1. revocable, 2. irrevocable — shield via irrevocable—Keeps it current
Personal guidance—Full preparation30-min sessionEmail Q&A
Document updates1 year included1 year included—1 per month
Best forDo-it-yourself familiesHands-off & complexSpecific questionsKeeping it alive
Not sure? Take the 1-minute quiz → Texas · Arizona · Florida
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