Plan Types
Estate Lock offers three types of plans to best Secure Your Estate based upon your individual scenario: Trust Based Plans, Will Based Plans, or Powers of Attorney.
Trust Based Plans
Customized, state specific Trust based Estate Plans from $599, or $699 for married couples.
For those who either own real property, have minor children, or have assets over the Probate limit, a Trust Based Estate Plan is the best way to keep your loved ones out of an expensive and burdensome Probate Court process. Our Trust Based Plans help your family avoid Probate after the loss of a loved one, avoid Conservatorships during periods of incapacity, nominate Guardians for minor children, and helps ensure that your wishes are followed. More than just a Probate avoidance plan, our plan optimizes how any inheritance is received to properly protected from future lawsuits or divorce.
Will Based Plans
Customized, state specific Will based Estate Plans from $199, or $299 for married couples.
For those with very simple Estates that will not be subject to Probate Court, a Will Based Estate Plan can assist in ensuring care during periods of incapacity, designating your wishes on how property should be distributed, and nominating Guardians for minor children. Our Will Based Plans are a simple way to ensure your loved ones can take care of you should you ever need it, and ensure that your wishes are known. Depending on the value and the makeup of your Estate, Probate Court may not be avoided with a Will Based Plan.
Powers of Attorney Plans
Customized, state specific Powers of Attorney from $50, or $100 for married couples.
For those with the simplest of Estates who are primarily concerned with ensuring someone else can make decisions for them if they are ever incapacitated, our Powers of Attorney Plan can assist. Our Powers of Attorney Plans are a simple way to ensure your chosen agents can speak on your behalf both for financial and medical decisions should you ever need it, and also to give guidance around what decisions you would like made for you. Property is not distributed with Powers of Attorney Plans.
What's Included In Each Plan?
Do You Have Attorneys Who Can Assist Me?
One of the most unique things about Estate Lock is we’re founded by practicing Estate Planning Attorneys! While Estate Lock is not a Law Firm and does not provide legal advice, we do have a partnership with Jenkins & Jenkins, Estate Planning Attorneys to provide limited scope representation to all Estate Lock users for the purposes of explaining the plan you create. You don’t get passed off to a mystery attorney who may not have a great understanding of Estate Planning, you’ll deal directly with content experts in the area.
Our service level options are detailed below:
*Upgrade your plan, including up to a Full Service plan through Jenkins & Jenkins, Estate Planning Attorneys anytime (without losing your initial investment) by contacting support@estatelock.com
What About Assistance With Transferring My House Into My Trust?
We offer deed preparation and recording services that may be added to any level of service above. Your contracted attorney will search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well. Title search, deed preparation, and County Recording Fees are included in the cost. This service is contracted through Jenkins & Jenkins, Estate Planning Attorneys to ensure a licensed individual is researching and preparing your Deed.
A missing or incorrect Trust Transfer Deed is perhaps the primary reason most DIY Estate Plans fail or cause family to go to Probate Court despite a good faith effort. Estate Lock highly recommends utilizing our Deed Services to fund your Trust based plans to avoid this nightmare for your family!