How does it work?

Choose a plan
or schedule your
free 1:1 consultation.


Answer some
questions and tell
us your goals.


Get peace of mind
and the protection
your family deserves.

Quality, flat-rate estate planning services, made simple
A local law firm focused on quality and affordable estate planning services for North Carolina families with basic needs.

PlanWell Legal gives you exactly what you need - not too much and never too little when it comes to your planning.
Using free forms or software to create your estate plan
Not reviewed and approved by an attorney
No guidance beyond a series of questions on an online form
No certainty that what you got will actually protect you
Virtual estate planning, done by actual lawyers
Created by a lawyer with your goals and needs in mind
You’re consulted 1 on 1 with an estate planning attorney
The perfect solution to protect your family and assets
Boutique estate planning law firms with expensive fees
Quality service, but the price tag matches the experience
May be more than you need if you only need a simple plan
Focused on more complex wealth situations that require comprehensive planning
We’ve helped many families (and counting) protect their loved ones.
We’re on a mission to help 10,000 families create a plan for their loved ones. Why? Because we want your wishes known, your goals accomplished, and your family protected — Don’t you?
Working with PlanWell Legal was a great experience. The team provided excellent guidance and responded to questions expeditiously and thoroughly. My documents were in order quickly and I feel very confident and comfortable about the decisions made. What a terrific team to work with!
C. B.
This was a wonderful experience and we were able to get exactly what we needed in a very short turnaround time. Adam, Stephanie, and Michaela were the best, patiently answering all of our questions, making changes to documents in a timely manner, and making a very daunting process simple and easily executed. Highly recommended!
K. C.
Choose Your Estate Planning Strategy
Basic planning should come with transparent pricing and options that fit your budget. Below you'll find our most common planning strategies and the planning fees associated with them.
Will Plan
This option may be appropriate for those who have limited assets, or a limited budget, and have basic needs. This sort of planning may not avoid probate.
Durable Financial Power of Attorney
Health Care Power of Attorney
Living Will and HIPAA Authorization
Last Will and Testament
starting at $450 (Individual)
starting at $650 (Couple)
Trust Plan
Durable Financial Power of Attorney
Health Care Power of Attorney
Living Will and HIPAA Authorization
Last Will and Testament
Joint or Individual Revocable Trust for probate avoidance
Added control and protection for your beneficiaries
starting at $1,550 (Individual)
starting at $1,950 (Couple)
Who should have an estate plan?

Estate planning is not just for the rich. If you own your home and have children, you need an estate plan — seriously. What happens if you cannot make decisions for yourself? Who will raise your children if you are unable to? What happens to your home and anything else you own after you’re gone? We can help you legally outline what happens next, so you can protect your legacy and loved ones.

Should I choose a Will or a Trust plan?

This entirely depends on your goals. Schedule a free 1-on-1 consultation to learn more about which option is best for you.

What happens if I do not have a Will?

If you pass away or become incapacitated without a Will, a judge will decide what happens next per your state’s intestate succession rules. This can mean serious consequences.

Talk to a member of our team to understand why.