Choose Your Estate Planning Strategy // PlanWell Legal

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 thousands of families protect their loved ones.

Don’t leave your family’s future to chance. We’ll help you create a personalized plan that safeguards the people you love. Done right, done efficiently, and done affordably.

choose your plan

Reviews

We were very pleased with the service from Sam and Kendall. They guided us through the process of preparing our wills and other important documents. They were always available to answer questions. I would highly recommend PlanWell legal.

C. C.

PlanWell Legal offers a basic, thorough and cost-effective option to have a Will & Trust completed. The attorneys and supporting legal staff are very knowledgable, helpful and made the entire process very simple. I highly recommend PlanWell to folks who want a professionally done Will & Trust at a reasonable price.

C. N.

Amazing company! Everyone is very helpful and supportive. With just a few answered questions, they can tell you exactly what you need. I was so happy that I found them and went forward with the plan that I needed. I have peace of mind, which you cannot put a price on. I highly recommend PlanWell Legal

G. G.

Attorney Called me back and was able to sort out a lot of things . While the attorney was professional some information was not received to me by the secretary. But the attorney was able to rectify the missing components. And was very articulate and professional with his approach. 5 stars

M. W.

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

Fees:

starting at $550 (Individual)

starting at $750 (Couple)

Get Started

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

Fees:

starting at $1,750 (Individual)

starting at $2,150 (Couple)

Get Started

FAQs

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.

Get a free consultation