Our Legacy Planning Bundles

Comprehensive estate planning packages designed to protect what matters most. Choose the bundle that fits your family's needs.

Basic Bundle

Essential estate planning documents for individuals

$89.99

One-time payment

What's Included:

Basic Will & Testament template
Healthcare Directive guide
Power of Attorney forms
Digital asset inventory worksheet
Email support
Lifetime access to resources

Perfect For:

Single individuals, young professionals, or anyone starting their estate planning journey who needs essential documents without complexity.

Most Popular

Complete Bundle

Comprehensive planning with exclusive bonus features

$249.99

One-time payment

Everything in Basic, Plus:

Customized Will & Testament
Living Trust guidance
Funeral planning workbook
Pet legacy provisions
Beneficiary review session
Priority email & phone support
Quarterly update reminders
Free estate planning checklist download

Exclusive Bonus Features:

Digital vault for secure document storage
Family meeting facilitation guide
Attorney referral network access

Perfect For:

Families, homeowners, parents with children, or anyone with significant assets who wants comprehensive protection and ongoing support.

Premium Bundle

Complete package designed for couples

$399.99

One-time payment

Save $100!

Complete Bundle for BOTH Partners, Plus:

Joint will & testament planning
Coordinated healthcare directives
Dual power of attorney setup
Couples' legacy planning session
Joint beneficiary coordination
Family wealth transfer planning
Annual plan review for both partners
24/7 priority support
Secure document storage for two
Grief resources for surviving spouse

Exclusive Couple's Bonus:

Marriage & estate planning guide

Perfect For:

Married couples, domestic partners, or any two individuals planning their legacy together who want coordinated, comprehensive protection at the best value.

💝 Best Value: Two Complete Bundles for Less Than the Price of Two!

Bundle Comparison

FeatureBasicCompletePremium
Price$89.99$249.99$399.99
Number of People112
Will & TestamentBasicCustomizedJoint
Living Trust
Pet Legacy
Bonus Features3 Bonuses4 Bonuses
Support LevelEmailPriority24/7 Priority

Still Have Questions?

Chat with Laura, our AI assistant, or explore our FAQ to find the perfect bundle for your needs.