Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. At PRIME, we understand that everyone has different needs (and budgets), which is why we utilize two estate planning solutions—the PRIME Estate Plan and the Unlimited Estate Plan.

Estate planning isn’t a one-size-fits-all process. Some people prefer a quick, self-guided approach, while others want more personalized assistance from a legal professional. By offering two estate planning services, we ensure that our clients can choose an option that fits their needs—whether they prioritize affordability, convenience, or attorney guidance.

Both of these plans provide you with the same components of a typical estate plan:

The PRIME Estate Plan is our cost-effective estate planning solution. With this option, you have access to a digital portal, through which you'll complete a series of questionnaires to generate your estate planning documents. This do-it-yourself solution is great for individuals on a budget or who have minimal estate planning needs. While PRIME EP clients do not have direct contact with an attorney, all estate plans generated through the platform are approved by an attorney in your state.

The Unlimited Estate Plan is a more robust estate planning solution. With the Unlimited EP, you work directly with a team of paralegals and attorneys to prepare your estate plan. This option is ideal for individuals with more complex estate planning needs or those who prefer a more personal approach!