Estate Planning Service
Estate Planning Service
Empower Your Future with Essential Estate Planning Documents
Empower Your Future with Essential Estate Planning Documents
Understanding that preparing for the future can seem complicated and costly, Solution Financial Group provides straightforward, do-it-yourself (DIY) estate planning services designed to put essential control back in your hands. This approach allows you to secure your legacy efficiently and affordably.
Our simplified services provide the necessary attorney drafted legal documents to establish your core wishes without unnecessary complexity. You can easily select packages to create foundational elements of an estate plan. These packages ensure you have the core documentation needed to outline your financial and medical decisions, provide for your loved ones, and transfer property as intended.
Our goal is to educate clients and guide them through a simple process to get these documents completed. WE DO NOT provide legal advice.
All Plans include:
Client intake form
Attorney-Drafted: Documents prepared to legal standards
Instant Delivery: PDF & DOCX formats via email
Secure Process: Bank-level encryption & data protection
Not available in Louisiana
Not available in Louisiana
Quit Claim Deed
Quit Claim Deed
Transfer property ownership with ease
$600 one-time
The Quit Claim Deed package is available to easily transfer property ownership.
3 core document
Quit Claim Deed Document
Property Transfer Documentation
Legal Filing Instructions
Optional Filing Service
Remote Online Notary Fees
$25-$30 (Depending on the state) for first seal. $10.00 for additional seals.
$20.00 additional signer. $10.00 for additional seals
$20.00 per each witness provided by the notary. $10.00 for platform provided witness.
Other fees: Platform KBA + ID processing fee or Biometric.
Power of Attorney Package
Power of Attorney Package
$800 one-time
Powers of Attorney Core documents covering both financial and healthcare decisions, such as a Healthcare Power of Attorney, Living Will, and HIPAA Authorization
6 core documents
Healthcare Power of Attorney
Living Will
HIPAA Authorization
Financial Power of Attorney
Assignment of Personal Property
Memorandum of Distribution
Remote Online Notary Fees
$25-$30 (Depending on the state) for first seal. $10.00 for additional seals.
$20.00 additional signer. $10.00 for additional seals
$20.00 per each witness provided by the notary. $10.00 for platform provided witness.
Other fees: Platform KBA + ID processing fee or Biometric.
Will Package
Will Package
$900 one-time
Wills: A comprehensive package that includes your Last Will and Testament, along with key healthcare and financial authorizations.
7 core documents
Last Will and Testament
Healthcare Power of Attorney
Living Will
HIPAA Authorization
Financial Power of Attorney
Assignment of Personal Property
Memorandum of Distribution
Remote Online Notary Fees
$25-$30 (Depending on the state) for first seal. $10.00 for additional seals.
$20.00 additional signer. $10.00 for additional seals
$20.00 per each witness provided by the notary. $10.00 for platform provided witness.
Other fees: Platform KBA + ID processing fee or Biometric.
Trust Package
Trust Package
$2,000 - 2,500 one-time fee
Trusts Options for a Revocable Living Trust, accompanied by a Pour-Over Will and other essential documents.
Essential documents
Revocable Living Trust
Pour-Over Will
Healthcare Power of Attorney
Living Will
HIPAA Authorization
Financial Power of Attorney
Assignment of Personal Property
Certification of Trust
Memorandum of Distribution
Remote Online Notary Fees
$200.00 per trust package
$100 per additional signer
$20.00 per each witness provided by the notary. $10.00 for platform provided witness.
Other fees: Platform KBA + ID processing fee or Biometric.
Paralegal Review Services
Paralegal Review Services
$100.00 on-time fee (Optional)
Paralegal Review Service is likely intended to provide a professional check for completeness and accuracy after clients have generated their DIY documents (such as Wills, Trusts, or Powers of Attorney) to ensure they are ready for execution
Platform Annuel Fee
Platform Annuel Fee
$20.00 annual fee
In contrast to attorney modification fees, Solution Financial Group offers an alternative for ongoing document management:
Your platform fee includes one full year of free access to modify or update your attorney-drafted estate plan after the initial purchase.
After the first year, access to modify or update your documents is maintained for an affordable $20.00 annual fee.
This platform fee provides an affordable way to access and update documents, unlike traditional attorney services which typically charge per amendment or through costly hourly rates.
Disclaimer: Solution Financial Group is not an attorney. We offer DIY estate planning documents thru our third-party AI software developer. All documents are drafted by licensed attorneys. Per platform owner, there is a NO REFUND POLICY. All documents are final. If the event a document is updated, the clients is required to create a new document and notarized it in accordance with state law.
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