Professional and Convenient Estate Planning Services
Remote planning sessions and a nationwide mobile notary network make our estate planning services a convenient option for today's busiest adults.
1.) Log In/Create an Account
2.) Confirm your email
3.) Select your plan type
4.) Select Quick Start under Client Resources
Ask about our free Powers Plan for adult children when you complete a Trust-Based Estate Plan!
Add-Ons
$300* Mobile Notary
The price includes 2-day FedEx shipping of the originals to the notary and then back to the client. Additional costs may apply if you miss your appointment, request changes after the documents are shipped, require travel to a rural area, or need witnesses provided.
$270* Additional Deed Transfer
*Price per property for most states. Final pricing provided during Client Intake. For more information, view Deed Pricing by State under Client or Advisor Resources.
$125 Assignment
Price per business, lease, or mortgage assignment. Please ensure that your bylaws permit the transfer. Transfers apply only to your ownership interests. Alternative solutions may be recommended in specific scenarios; your advisor will assist with their implementation.