Estate Plans For Life
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Teachers / educators

Apply for the Educator Estate Planning Program rate.

Tell us your school or district and your role. Someone reads it, confirms your rate by email, and you start online on a planning period or a weekend.

A discounted rate is available to people who qualify. The amount is confirmed in writing when we review your application, before you pay for anything.

Where we send your rate and anything you need to sign.

Helps us confirm where you work. We never send anything to it without asking.

Young children, a house, a blended family, a parent you're caring for, a summer business, it helps us point you at the right plan.

Sending this does not create an attorney-client relationship, and it does not commit you to buying anything. By sending it you agree to our privacy policy and terms.

Who qualifies

Teachers, school staff and higher education employees, active or retired. A spouse or partner in the same household can be included on the same application, so both of you end up with matching documents.

Read the full list

What happens next

  1. 1. We read your application, a person, not a filter.
  2. 2. You get your rate in writing by email.
  3. 3. You start online on a planning period, a weekend or over the summer.

We do not check these details automatically. Someone reads every application and may follow up by email if something is unclear.