Simple, honest pricing.
One-time setup. First year free. No hidden fees.
Essential
Individual protection for the fundamentals.
one-time setup
then $99 / year after your free first year
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
Family
Full coverage for couples and growing families.
one-time setup
then $149 / year after your free first year
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.
one-time setup
then $379 / year after your free first year
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.
Everything side by side.
Revocable living trust
Pour-over will
Durable power of attorney
Advance healthcare directive
Certificate of trust
Schedule of assets
Joint trust for two co-grantors
Two pour-over wills
Attorney review before delivery
Attorney-certified certificate of trust
Attorney cover letter for bank retitling
Asset inventory
Trust funding score
Plain-English retitling instructions
Real estate deed preparation
County recording instructions
Retirement account beneficiary instructions
Digital asset inventory
Joint asset inventory
Attorney cover letter for retitling
Net worth tracking
Document vault
Beneficiary management
Annual review prompt
Life event alerts
Unlimited document updates
Shared dashboard access
Shared family vault
Successor trustee portal
Guardian designation
Unlimited attorney-reviewed amendments
Attorney-drafted templates
Attorney document review
Attorney certification
Annual attorney consultation
Priority attorney support
Email support
Response time
30-day money-back guarantee
| Feature | Essential | Family | Legacy |
|---|---|---|---|
| Documents | |||
| Revocable living trust | |||
| Pour-over will | |||
| Durable power of attorney | |||
| Advance healthcare directive | |||
| Certificate of trust | |||
| Schedule of assets | |||
| Joint trust for two co-grantors | |||
| Two pour-over wills | |||
| Attorney review before delivery | |||
| Attorney-certified certificate of trust | |||
| Attorney cover letter for bank retitling | |||
| Asset management | |||
| Asset inventory | |||
| Trust funding score | |||
| Plain-English retitling instructions | |||
| Real estate deed preparation | |||
| County recording instructions | |||
| Retirement account beneficiary instructions | |||
| Digital asset inventory | |||
| Joint asset inventory | |||
| Attorney cover letter for retitling | |||
| Dashboard | |||
| Net worth tracking | |||
| Document vault | |||
| Beneficiary management | |||
| Annual review prompt | |||
| Life event alerts | |||
| Unlimited document updates | |||
| Shared dashboard access | |||
| Shared family vault | |||
| Successor trustee portal | |||
| Guardian designation | |||
| Unlimited attorney-reviewed amendments | |||
| Attorney access | |||
| Attorney-drafted templates | |||
| Attorney document review | |||
| Attorney certification | |||
| Annual attorney consultation | |||
| Priority attorney support | |||
| Support | |||
| Email support | |||
| Response time | 1 business day | 1 business day | Same business day |
| 30-day money-back guarantee | |||
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.