Select a Plan That Suits You Best
Life Vault Tool
Free
- Secure digital planning vault that guides you through important documents to gather (financials, real estate, dependents, utilities, pets, etc.)
- Share documents with the right person at the right time
- Advance directive and healthcare power of attorney
Expert-Guided
$39.99/month
3 Months Minimum
- Expert-Guided Completion of our Life Vault Tool
- Call, chat, and email with concierge to ask questions about creating a comprehensive plan
- Our expert team has settled hundreds of estates and consists of attorneys, certified trust and fiduciary advisors, and medical social workers.
Trust
$399
- Build your trust with an estate planning expert over the phone.
- Provide for your children and grandchildren's education, pets, charities, loved ones with special needs.
- Protect assets and do tax planning.
- A trust will keep your estate plan private, avoid probate, and allow you to manage your assets and assist your heirs for many years after your death.
Will
$149
Self-Guided
- Answer a few questions to create a will valid in all states. Decide on asset distribution, child guardianship, power of attorney, specific gifts, and more.
OR
$299
Expert-Guided
- Build your will with an estate planning expert over the phone.
- Get help to flesh out your ideas and make your wishes clear.
Estate Settlement Checklist
Free
- Post-death checklist: everything you need to do from within the first 48 hours to the next year
- Grant permissions to add collaborators to the dashboard
- Set reminders for important deadlines for upcoming tasks
Most Popular
Expert-Guided
$39.99/month
3 Months Minimum
- Expert-Guided Completion of our Estate Settlement Checklist Tool
- Call, chat, and email with a concierge concierge to ask questions while settling an estate. Our experts have settled hundreds of estates, so you don't have to figure everything out on your own.
Concierge Assistance
$3000
- Help complete all tasks with an expert who acts as an executor by acting as an assistant to the executor under a limited power of attorney. Take the burden off your loved ones.
- Our expert concierge team includes attorneys and certified trust and fiduciary advisors who have settled hundreds of estates. They will be there for you every step of the way.
Have any questions? Contact the Peacefully Team.
Email: [email protected]
