Pricing

Simple, honest pricing.

One-time setup. First year free. No hidden fees.

30-day money-back guaranteeFirst year of membership freeCancel anytime
Save up to 41%

Essential

Individual protection for the fundamentals.

$199

one-time setup

then $99 / year after your free first year

Get started

Documents

  • Revocable living trust
  • Pour-over will
  • Durable power of attorney
  • Advance healthcare directive
  • Certificate of trust
  • Schedule of assets

Asset management

  • Asset inventory
  • Trust funding guidance
  • Plain-English retitling instructions per institution
  • Real estate deed preparation
  • County recording instructions
  • Retirement account beneficiary designation instructions
  • Life insurance beneficiary designation instructions
  • Digital asset inventory

Dashboard

  • Trust funding score
  • Net worth tracking
  • Document vault
  • Beneficiary management
  • Annual review prompt
  • Life event alerts
  • Unlimited document updates

Support

  • Email support — 1 business day response
  • 30-day money-back guarantee

Not included

  • Joint trust for couples
  • Shared family vault
  • Successor trustee portal
  • Attorney document review
  • Attorney-certified certificate of trust
  • Annual attorney consultation
Most popular

Family

Full coverage for couples and growing families.

$299

one-time setup

then $149 / year after your free first year

Get started

Documents

  • Everything in Essential
  • Joint revocable living trust for two co-grantors
  • Two pour-over wills — one per spouse
  • All supporting documents for both grantors

Asset management

  • Everything in Essential asset management
  • Joint asset inventory for both spouses
  • Funding instructions for jointly held property

Dashboard

  • Everything in Essential dashboard
  • Shared dashboard access for both spouses
  • Shared family vault
  • Successor trustee portal — share with your trustee
  • Guardian designation for children
  • Joint annual review session

Support

  • Email support — 1 business day response
  • 30-day money-back guarantee

Not included

  • Attorney document review
  • Attorney-certified certificate of trust
  • Annual attorney consultation
  • Unlimited attorney-reviewed amendments
  • Priority support

Legacy

Your personal estate planning attorney, on call year-round.

$499

one-time setup

then $379 / year after your free first year

Get Legacy

Includes attorney review

Documents

  • Everything in Family
  • Attorney reviews all documents before delivery
  • Attorney-certified certificate of trust
  • Attorney cover letter for bank retitling
  • Attorney bar number on certification

Asset management

  • Everything in Family asset management
  • Attorney cover letter accompanies retitling requests
  • Faster institution response with attorney certification

Dashboard

  • Everything in Family dashboard
  • Unlimited attorney-reviewed amendments
  • Attorney reviews and certifies all changes within 2 business days

Attorney access

  • Annual 30-minute attorney consultation
  • Direct attorney communication during review
  • Priority support with attorney response
  • Attorney available for follow-up questions during review period

Support

  • Priority support — same business day response
  • 30-day money-back guarantee
Compare every feature

Compare every feature.

Everything side by side.

Documents

Revocable living trust

Essential
Family
Legacy

Pour-over will

Essential
Family
Legacy

Durable power of attorney

Essential
Family
Legacy

Advance healthcare directive

Essential
Family
Legacy

Certificate of trust

Essential
Family
Legacy

Schedule of assets

Essential
Family
Legacy

Joint trust for two co-grantors

Essential
Family
Legacy

Two pour-over wills

Essential
Family
Legacy

Attorney review before delivery

Essential
Family
Legacy

Attorney-certified certificate of trust

Essential
Family
Legacy

Attorney cover letter for bank retitling

Essential
Family
Legacy
Asset management

Asset inventory

Essential
Family
Legacy

Trust funding score

Essential
Family
Legacy

Plain-English retitling instructions

Essential
Family
Legacy

Real estate deed preparation

Essential
Family
Legacy

County recording instructions

Essential
Family
Legacy

Retirement account beneficiary instructions

Essential
Family
Legacy

Digital asset inventory

Essential
Family
Legacy

Joint asset inventory

Essential
Family
Legacy

Attorney cover letter for retitling

Essential
Family
Legacy
Dashboard

Net worth tracking

Essential
Family
Legacy

Document vault

Essential
Family
Legacy

Beneficiary management

Essential
Family
Legacy

Annual review prompt

Essential
Family
Legacy

Life event alerts

Essential
Family
Legacy

Unlimited document updates

Essential
Family
Legacy

Shared dashboard access

Essential
Family
Legacy

Shared family vault

Essential
Family
Legacy

Successor trustee portal

Essential
Family
Legacy

Guardian designation

Essential
Family
Legacy

Unlimited attorney-reviewed amendments

Essential
Family
Legacy
Attorney access

Attorney-drafted templates

Essential
Family
Legacy

Attorney document review

Essential
Family
Legacy

Attorney certification

Essential
Family
Legacy

Annual attorney consultation

Essential
Family
Legacy

Priority attorney support

Essential
Family
Legacy
Support

Email support

Essential
Family
Legacy

Response time

Essential1 business day
Family1 business day
LegacySame business day

30-day money-back guarantee

Essential
Family
Legacy
FAQ

Pricing questions.

The setup fee covers your complete estate planning document package — revocable living trust, pour-over will, durable power of attorney, advance healthcare directive, certificate of trust, and schedule of assets — plus your first year of membership. All plans include document generation, asset inventory, trust funding guidance, and your document vault.

Your first year of membership is included with your setup fee at no additional charge. Your paid subscription begins one year after your setup date. We will send you a reminder email before your first renewal so there are no surprises.

No. Your documents are yours after the setup fee — we deliver them and you keep them. The annual renewal is optional and covers ongoing maintenance: life-event amendments (marriage, new child, home purchase), document updates as laws change, and continued access to your secure vault. You can let it lapse, cancel anytime, or restart it later if your situation changes.

Yes. You can cancel your membership at any time through your dashboard settings or by emailing Logantrustandwill@gmail.com. Cancellation takes effect at the end of your current billing period. Your documents remain in your vault and are available to download until your membership ends.

If you are not satisfied with Logan within 30 days of your setup purchase we will refund your setup fee in full. No questions asked. Contact us at Logantrustandwill@gmail.com within 30 days of purchase.

Yes. You can upgrade your plan at any time through your dashboard. When you upgrade to Legacy your documents are queued for attorney review and you will receive your attorney-certified certificate of trust within 2 business days.

Attorney review is currently available for California residents on the Legacy plan. As Logan expands to New York, Texas, Florida, and additional states we will add licensed attorneys in each jurisdiction. Legacy plan members in coming soon states will receive attorney review when their state launches.

Your family deserves a plan.

Set up today. First year free.

All plans include a 30-day money-back guarantee. First year of membership included with every plan. Annual renewal is optional — your documents are yours after setup. Membership keeps your plan current with life events, amendments, and continued vault access.