Bundled Services

Estate Plan + Digital Vault + Time Capsule (coming soon)

$9.97 / mo

Paid Yearly (Total $119.88)

No setup fee, 60-day money-back guarantee.


Paid Monthly (Total $179.88 /year)

No setup fee ($144 savings).

 Estate PlanDigital VaultTime Capsule
Paid Yearly$5.99 / mo
+Setup Fee
$1.49 / mo
+Setup Fee
$2.49 / mo
Month-to-Month$9.99
+Setup Fee
$2.49
+Setup Fee
$4.99
Onetime Setup Fee$99$45$0
Easy On-boardingN / A
Patient-pending ultra securityN / AN / A
Download Portfolio
Online AccountsUnlimitedN / AN / A
StorageN / A100 MB1000 MB
Additional Storage N / AAvailableAvailable
Modification / ChargesUnlimitedUnlimitedUnlimited
ContactUnlimitedUnlimitedUnlimited
Beneficiaries1010N / A
Beneficiary Dashboard
Beneficiary Opt-out
Audit Trail
Alerting & Messaging
Account DisbursementN / A