Estate planning packages

Community Partnerships

Quality estate planning should not be priced out of reach for the people who hold communities together. Partner organization members receive 10 to 40% off standard pricing, depending on the partnership agreement.

Discounted for First Responders.

$275 to $550single
$358 to $715married

Married pricing covers both spouses: two full sets of documents, for less than two single plans.

You'll continue on our secure document system to build your plan.

Not sure this is the one? Find my plan: a few questions, about a minute.

Eligible organizations

If your organization is on this list, or you think it should be, tell us during intake.

  • Law enforcement: municipal, sheriff, corrections
  • First responders: fire, EMS, paramedics
  • Teachers unions and education associations
  • Churches, synagogues and faith communities
  • Funeral homes and memorial service providers
  • Credit unions and member organizations
  • Veterans groups and military associations
  • Healthcare workers and hospital staff
  • Municipal employees and government workers

What the discount applies to

Standard estate planning pricing: wills, powers of attorney, healthcare documents and trust work. The discount is 10 to 40% depending on the agreement in place with your organization.

How you get it done

You answer plain-English questions online, at whatever hour suits you. Your documents are assembled from templates a Florida estate planning attorney wrote and keeps current. Then you sign, with witnessing and notarization handled online where Florida law allows it, and your documents are stored where your family can find them. If you want an attorney to look at your plan or handle it for you, that is available separately.

What's included

  • 10 to 40% off standard pricing depending on the partnership agreement
  • The same attorney-written Florida templates as every other plan
  • Group sessions for partner organizations on request

What it does not cover

  • Stacking with a legal plan benefit: we apply whichever leaves you paying less

Is this you?

If none of these quite fit, that is worth a conversation rather than a guess.

  • Sworn officers, firefighters, paramedics and EMTs
  • Teachers, paraprofessionals and school staff
  • Members of a partner church, credit union or veterans group
  • Healthcare and municipal workers at a partner employer

Community Partnerships, answered.

More general questions live on the questions page.

How do I find out if my organization is a partner?

Tell us the organization during intake, or call 888-711-9488. If there is no agreement in place yet, we will reach out to them.

Does it cover spouses and retirees?

That depends on the specific partnership agreement. Ask when you start and we will confirm before you pay anything.

Ready when you are.

Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.

You'll continue on our secure document system to build your plan.

Still deciding? Ask our AI assistant at any hour, no charge, no form.