For Individuals
A guided self-help estate planning experience powered by Trust-Terra.
Flexible support for clients seeking an affordable alternative to traditional attorney-drafted planning, while keeping every substantive estate-planning choice in the client's hands.
Tier One
ESTATE PLAN STARTER
A little direction, then DIY
HEARTHWAY TRUST-TERRA
$100 + $699
INCLUDES
• One 45–60 minute educational/process session
• Trust-Terra workflow + general terminology overview
• Information-gathering checklist
• General signing + trust-funding process overview
Client completes questionnaire, execution + implementation independently
Tier Two
GUIDED ESTATE PLAN
Support before and after selections
HEARTHWAY TRUST-TERRA
$500 + $400
INCLUDES
• Hearthway partner access to reduced Trust-Terra pricing
• 60-minute initial preparation/process session
• Client makes all substantive Trust-Terra selections
• 45–60 minute Completion Review for omissions, inconsistencies + navigation
• Execution + trust-funding guidance
• Digital organization of completed documents
Tier Three
ESTATE PLAN CONCIERGE
High-touch, with you until completion
HEARTHWAY TRUST-TERRA
$800 + $400
INCLUDES
• Everything in Guided Estate Plan
• Execution coordination + notary/RON services where available and permitted
• Trust Funding & Completion Support, including applicable administrative recording services for platform-prepared documents
• Scanning + organization of executed documents
• Completed physical estate-planning binder + follow-through support
