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Unlock Legacy Membership Program

Most estate plans fail because life changes, but the documents stay the same. At Unlock Legal, we believe estate planning is an ongoing relationship, not a one-time transaction. Our Unlock Legacy Membership Program turns your static documents into a living, breathing system that evolves with your assets, your family, and the law—ensuring your loved ones stay out of court and out of conflict.

We offer three levels of membership to provide the continuous protection, guidance, and peace of mind your family deserves:

Tier 1:
Foundations Level

$500/annually

or

$50/month

The baseline security every family needs to ensure their estate plan remains active and accurate over time.

  • Annual Virtual Check-In: A yearly review of your plan with our team to evaluate any major life or asset updates, making sure your plan still functions exactly as intended.
  • Secure Online Vault: 24/7 access to a digital, secure storage portal for all your planning documents, allowing you or your named agents to retrieve them anytime, anywhere.
  • Annual Legacy Interviews: An annual opportunity to capture your non-financial assets—your stories, values, wisdom, and wishes—ensuring who you are is preserved for future generations.
  • Exclusive Member Pricing & Plan Updates: * Complimentary simple updates to your existing documents (only a standard printing fee applies).
  • A Gift for Your Family: Pass the protection forward. Your immediate family members can choose between:
  • A complimentary set of essential incapacity documents; OR
  • A $500 credit toward any comprehensive planning package of their own.

Tier 2:
Legacy Level

$1,500/annually

or

$150/month

Comprehensive support designed for families with active asset growth who want hands-on alignment and protective maintenance.

  • Includes All Foundations Benefits
  • Annual In-Person Review: Gather in our office for an intimate, comprehensive review of your complete Unlock Legacy Plan to adjust for new life milestones and legal changes.
  • Ongoing Trust Funding Support: We manage the coordination and tracking of up to ten assets (exclusive of filing and recording fees) to ensure your property remains properly titled in your trust throughout your life.
  • Future Protection Discount: Receive a guaranteed 50% discount on all future trust administration fees when your family eventually transitions your estate.

Tier 3:
Harmony Level

$3,000/annually

or

$300/month

The ultimate tier of relational lawyering, focused on fostering generational wealth, open family dialogue, and bulletproof administrative preparation.
  • Includes All Foundations & Legacy Benefits
  • Annual Family Meetings: A facilitated, safe, and professional meeting to encourage open communication, clear expectations, and cooperative harmony among the people you love most.
  • Direct Agent Support: Tailored preparation and guidance for the individuals you have named as your executors, trustees, or healthcare agents, ensuring they know exactly what to do and how to act when the time comes.