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Create a Will that lives with you

Whether you’re securing your family’s future or assisting clients with theirs, our single plan for individuals and tailored plan for advisors offer clear, straightforward pricing.

Individuals

Create a Will & keep it up-to-date

$99 per year

Get 12 months free

No credit card to sign-up

Create a new Will or update an existing Will
Bank-level security
Access to WiseFill™ - Upload documents & BeyondWill completes your profile
Itemize your assets
Customize how you want your assets distributed
Executor & family instructions
Seasonal plan review
One free Will update per year
Family collaboration (Coming soon)

Professionals

Build better relationships

Starting at $2,999/advisor

Request demo

Everything in Individuals, plus:

Unlimited Wills for clients
Client progress updates & access
Client onboarding tool for advisors
Client collaboration (Coming soon)

Your future, our support

An online estate plan should be empowering. With Todd, you can more easily take care of your future. Organize and manage your legacy planning on your schedule, with expert support where you need it most.

Step-by-step-guidance

View personalized tips to add and organize your plan information based on your needs

Exclusive partner rates

Save on advisory fees and estate-related legal documents from a network of trusted and vetted professionals, where available

Automated advisor notifications

Rest easier knowing your advisors will be automatically alerted to any life events that could impact your plan

Periodic checkins

Receive online reminders to identify possible life changes that could affect your legacy planning

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Feature Comparison

Check out key features of Todd’s online platform to help you plan your legacy, more easily.

Basic

Essentials

Assisted setup for legal documents that will be created by an attorney

Step-by-step guidance to complete your estate plan

Connections to vetted attorneys for legal document creation

Exclusive partner rates on advisory fees and documents*

Periodic checkins to identify plan updates

Automated notifications for advisors

Personalized instructions for loved ones (coming soon)

Customizable access for contacts (coming soon)

Bank-level encrypted storage vault for documents and passwords (coming soon)