Membership Options
No more guessing. No more outdated plans.
Our memberships* give you the tools and resources to update your estate plan as your family finances and future evolve—so you can always feel confident that your loved ones are protected, no matter what life brings.
*Coming soon
Estate OS for Families
One platform, built for generations.
EstateOS is your always-on planning system—built to evolve with your life, protect your loved ones, and help you stay prepared, no matter what the future brings.
Stay prepared with a living plan.
- Track your Plan Strength™ and get smart alerts for life events.
- Make edits anytime as your life, family, or finances evolve.
- Ensure your plan is always current, complete, and ready.
Plan together, securely.
- Safely involve family, executors, or trustees, and more.
- Store and organize documents in your encrypted Digital Safe.
- Manage permissions and collaborate with confidence, all in one place.
Guidance without the guesswork.
- Access to member support and 24/7 intelligent assistance
- Upgrade for attorney calls, specialist check-ins, and full concierge support
- Get simple answers—no legalese, no confusion.
EstateOS: The operating system for future planning.
Membership plans that grow with you.
Our memberships* help you keep your plan up to date as life changes—so your loved ones are always protected.
*Coming soon
Essentials
Price
$49/year
Plan Overview
For those just getting started—simple, secure, smart.
Benefits
Ongoing edits—As life changes, make informed changes to your plan.**
Free shipping ($35 savings.)—Receive your estate plan documents at no extra cost.
Digital Safe—Securely store and organize important personal files.
AI assistant—Get quick answers from an AI-powered estate planning expert.**
Plan Strength Score — See custom recommendations to strengthen your plan.**
Advanced AI Assistant —Quick answers enhanced by your uploaded documents.
Attorney Support—Unlimited 30-minute calls with an estate planning attorney.
Estate Tax Report — Understand the impact of evolvoing tax laws.
Premium support—Access priority phone and email support.
Annual check-in—An estate planning expert will review your plan and offer guidance annually.
Dedicated expert support—An expert will assist you with any questions you may have.
Mobile notary—A notary will come to you at your convenience.
Trust-funding help—A concierge will work with you to fund up to five assets.
Essentials
Pro
Concierge
Price
$49/year
$299/year
$499/year
Plan Overview
For those just getting started—simple, secure, smart.
For those who want a second set of eyes from an estate planning attorney
For those who want extra support and priority service.
Benefits
Ongoing edits—As life changes, make informed changes to your plan.**
Free shipping ($35 savings.)—Receive your estate plan documents at no extra cost.
Digital Safe—Securely store and organize important personal files.
AI assistant—Get quick answers from an AI-powered estate planning expert.**
Plan Strength Score — See custom recommendations to strengthen your plan.**
Advanced AI Assistant —Quick answers enhanced by your uploaded documents.
Attorney Support—Unlimited 30-minute calls with an estate planning attorney.
Estate Tax Report — Understand the impact of evolvoing tax laws.
Premium support—Access priority phone and email support.
Annual check-in—An estate planning expert will review your plan and offer guidance annually.
Dedicated expert support—An expert will assist you with any questions you may have.
Mobile notary—A notary will come to you at your convenience.
Trust-funding help—A concierge will work with you to fund up to five assets.
**Included for all users, even without membership