Three Tiers of Service

We offer several options of service based on your time, availability, and financial needs. Let us customize your estate plan just right.

Fully Remote

Convenient and affordable!

from $750

Explore this tier
  • Complete your intake forms online
  • Personalized intake review with a legal document preparer
  • Personalized review of document drafts
  • Portfolio assembly
  • Portfolio shipped with signing instructions *
  • Deed recording
  • * You are responsible for getting your documents notarized.

Hybrid

Most popular

No hassle signings with our staff!

from $950

Explore this tier
  • Complete your intake forms online
  • Personalized intake review with a legal document preparer
  • Personalized review of document drafts
  • In-person document signing (notary included)
  • Portfolio assembly
  • Deed recording
  • Flash drive with digital scans of your signed and executed documents
  • In-person portfolio review with our staff

One-On-One Support

We walk you through from start to finish!

from $1,150

Explore this tier
  • Everything included in the Hybrid tier, plus...
  • Our staff will complete your intake forms with you either in person or in a virtual meeting