Choose Your Plan

Core Plan

Bronze Plan

Ideal for those needing essential document storage and basic estate planning tools, this plan includes a complimentary 30-minute policy review to assess and discuss your current coverage and documents. This setup helps ensure you stay on the right track with your planning needs.
$ 19.99
/month
Enhanced Plan

Silver Plan

Ideal for those seeking lifetime access to secure document storage, this plan includes a complimentary one-hour consultation to review and discuss your insurance policies, Will, Durable Financial Power of Attorney, and Beneficiary Designations. Additionally, it provides an annual review to ensure all your documents are up-to-date and properly organized.
$ 450
One-Time Payment
One-Time Payment

Choose the Plan That’s Right for You

  • Bronze Plan
  • Silver Plan
Features Bronze PlanSilver Plan
Features
$1999
/month
$450
/One-Time Payment
Free 7-Day Trial
Payment Option to Pay Over Time
Complimentary 30-minute Policy Review and Consultation
Complimentary One-Hour Review and Consultation with Annual Follow-Up
Basic Estate Planning with Lifetime Updates
Insurance Reviews
Lifetime Access
Digital Vault Access
Military-Grade Encryption
Automatic Backup and Recovery
Unlimited User Access
24/7 Access
Document Organization Tools
Lifetime Updates
Phone and Email Support
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