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Estate Planning Made Easy.

Get Started in Minutes.

Meet with a licensed specialist → Complete your plan in 5 steps → Protect your family for life.

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Estate Planning in 5 Easy Steps

STEP ONE

New Client
Appointment

  • Your file is created and uploaded into the Posterity App

  • You’ll submit your initial intake form and book your next four appointments

STEP TWO

Asset Inventory
Appointment

  • You’ll gather documents like home deeds, car titles, and financial statements

  • These are uploaded securely to your online portal

  • You’ll begin filling out medical directives and receive a medical ID wallet card

STEP THREE

Estate Plan Customization
Appointment

  • A paralegal works with you to personalize your Trust and Estate plan

  • We’ll go over key decisions like medical preferences, notes to heirs, and how/when assets should be distributed

STEP FOUR

Estate Plan 
Legal Review
Appointment

  • You’ll meet with a licensed attorney to finalize your documents

  • We answer all legal questions and prepare your plan for signature

STEP FIVE

Estate Plan Presentation 
Appointment

  • Review inventory and add any missing information

  • Signature and notarization of all documents either digitally through our partners at PROOF* or physically with a notary.

*Proof is a third-party digital notary and witness service

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What's Included?

Whether you're single or married, your estate plan includes all the essentials for you, or you and your spouse:

• Revocable Living Trust

• Financial Power of Attorney

• Healthcare Power of Attorney

• Pour-Over Will

• Certificate of Trust

• Inventory Ledger (Funding Kit)

• Residential Deed Template

• Legal Admin Documents Set

• Medical Directives

• Postmortem Directives

• Unlimited Changes and Modifications*

• eSignature Pages with Certificate

• Portal Sharing Option

• Estate Settlement Guide

• Electronic Security Certificates

• Medical Identification Cards

*with subscription

Two-Factor Authentication

Direct Message Chat System

& 24/7 Portal Access & Client Support*

Secure Vault Center

Pricing

Estate Planning App & Package

$1850

Posterity Legal Services LLC Legal Fee

$800

Posterity Subsription

Your first 90 days of membership are included. After that, it’s just $9.95/month or $95/year to keep your estate plan active, accessible, and fully supported as life changes.

Total One Time Investment: $2695

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Start Protecting Your Future Today.

Don’t leave your family’s future to chance. Take control of your estate plan now.

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