Your Plan Features

Features for providing peace of mind to your clients while earning commissions on every estate plan.

Individual

Features

  • Personalized Welcome Link
  • Personalized Success Page
  • Commission
  • Detailed Client Profiles
  • Unlimited Will Generation
  • Unlimited Trust Generation
  • FastWill Marketing Materials

Pricing

$299.00 /Month
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* Minus Transaction Fee of 3.5%

Enterprise

Features

  • White Label Solution
  • Multiple Users
  • API Data Integration
  • +

    Everything Included in
    Individual Package

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Documents

Revocable Living Trust document
Individual Plan: $499.00 Couples Plan: $599.00

What You’ll Get:

  • Last Will & Testament
  • Advanced Healthcare Directives
  • Power of Attorney
  • Revocable Living Trust
  • Schedule of Assets
  • Funding Instructions
  • Certification of Trust

Documents

Last Will & Testament document
Individual Plan: $199.00 Couples Plan: $249.00

What You’ll Get:

  • Last Will & Testament
  • Advanced Care Directives
  • Power of Attorney

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Standard Subscription

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