Membership
No more guessing. No more outdated plans.
Our membership gives 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.
Estate OS for Families
A membership that grows with you.
Our membership helps you keep your plan up to date as life changes—so your loved ones are always protected.
Basic
Price
Free
Plan Overview
Get your estate plan created with no ongoing membership.
Benefits
Ongoing edits—As life changes, make informed changes to your plan.
Digital downloads—your documents at your fingertips at any time.
Free shipping (Up to $35 in savings.)—Receive one free shipment of your physical documents per annual billing cycle.
Digital Safe—Securely store and organize important personal files.
Plan Strength Score—See custom recommendations to strengthen your plan.
Advanced AI Assistant—Quick answers enhanced by your uploaded documents.
Basic
Essentials
Price
Free
$49/year
Plan Overview
Get your estate plan created with no ongoing membership.
Keep your plan current as life changes with personalized support.
Benefits
Ongoing edits—As life changes, make informed changes to your plan.
Digital downloads—your documents at your fingertips at any time.
Free shipping (Up to $35 in savings.)—Receive one free shipment of your physical documents per annual billing cycle.
Digital Safe—Securely store and organize important personal files.
Plan Strength Score—See custom recommendations to strengthen your plan.
Advanced AI Assistant—Quick answers enhanced by your uploaded documents.
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 and personalized expert support.
- Get simple answers—no legalese, no confusion.
