Three structured paths forward
Every family is different. Start where you are — Essentials for immediate protection, Full Blueprint for complete structure, or Premium for guided, hands-on support.
Essential Protection Plan
Complete the most important decisions for immediate protection.
- HIPAA Authorization
- Medical Power of Attorney
- Directive to Physicians
- Durable Power of Attorney
- State-tailored language
- Same-day download
Core Estate Plan
Foundation of your estate plan — Trust + Will + Certificate + Business Continuity.
- Revocable Living Trust
- Pour-Over Will
- Certificate of Trust
- Business Continuity Summary
- Beneficiary & distribution logic
- Add Essentials for just $200 more
Full Legacy Blueprint
Complete protection — Essentials + Core combined.
- Everything in Essentials
- Everything in Core Estate Plan
- Asset distribution planning
- Business succession integration
- Unified document package
- Best value — save vs. buying separately
Premium Legacy Structuring
Structured support for complete legacy and business planning.
- Guided review sessions
- Full document walkthrough
- Family governance planning
- Business succession structuring
- Advanced trust preparation (pre-legal)
- Attorney coordination support
One-time payment for Essentials, Core Estate Plan, and Full Blueprint. Payment plans available for Premium.
What's included at each level
| Feature | Essentials | Core | Full Blueprint Most Popular | Premium |
|---|---|---|---|---|
| Medical Protection | ||||
| Financial Authority | ||||
| Revocable Living Trust | ||||
| Pour-Over Will | ||||
| Certificate of Trust | ||||
| Business Continuity | ||||
| Asset Distribution | ||||
| Guided Review Sessions | ||||
| Family Governance | ||||
| Attorney Coordination |
Tailor your plan further
Expedited Processing
Priority generation and review turnaround.
Priority Support
Direct access to your dedicated coordinator.
Annual Updates Subscription
Yearly reviews to keep your plan current.
Most families choose guided support to ensure everything is done correctly.
Premium pricing reflects the complexity of your family, business, and asset structure. We'll discuss scope before any commitment.
Legacy Prep Solutions provides educational and document preparation support services and does not provide legal advice. Clients are encouraged to consult a licensed attorney.
This platform provides educational and document preparation services and does not provide legal advice.