Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
Free: Broker Check with authority, BMC-84/85, surety, red flags; Free Broker Watchlist (up to 5 brokers); Free calculators and guides. Claim packet: $9 with LAUNCH10 code (regular $19) for one-time demand letter and bond-claim packet. Report Defense: $29 for 72-hour countdown and response letter. Un
Key features
Smart Will Builder with jurisdiction-aware guidance for drafting wills
Encrypted digital vault for secure document storage with role-based access controls
Digital asset inventory management covering financial, digital, and physical assets
Family structure and roles management with customizable permissions
Distribution coordination workflow for verified access after passing
Progress dashboard to track legacy planning completion
Support for 24 countries and 18 religious inheritance traditions
Two-factor authentication and AES/TLS encryption for security
AI-powered planning guidance and smart allocation tools
GDPR privacy practices and SOC-2 compliance
Free broker authority and bond verification from FMCSA records
Ready-to-send demand letter and bond-claim packet templates
Free 72-hour countdown timer for responding to bogus broker reports
Email alerts for broker authority loss or bond cancellation
Free broker report submission to FMCSA
What makes it different
Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
Designed for families with cross-border lives and expats with assets across multiple countries
Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
Built by carriers who experienced unpaid loads and broker disputes firsthand
Offers ready-to-send legal documents at lower cost than hiring attorneys
Includes exhibit checklist and timeline templates to strengthen bond claims
Meerath
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