Attorney Support
Get expert legal assistance with your Better Off estate plan. One affordable fee provides a year of access to licensed, vetted estate attorneys—ensuring the legal details align with your personal wishes.
How does it work?
Choose your estate plan
Select the estate plan that fits your needs.
Add attorney support
Add attorney support to your estate plan in the checkout process, or from your account dashboard.
Meet your attorney
Connect via phone to review your documents and ask questions.
Get answers whenever you need them
Schedule follow-ups as you update your plan over time.
What’s included in attorney support?
Add expert guidance by phone at a fraction of what traditional estate attorneys charge to prepare your documents, with access to vetted specialists who understand you and your state's unique requirements.
Added confidence knowing your estate plan has been professionally reviewed
Document review to ensure your plan aligns with your intentions and is executed right
insights addressing the unique legal requirements where you live
Advice on real estate, assets, and how to manage your estate plan
Instructions to fund your trust tailored to your asset portfolio
One-on-one consultations with licensed attorneys for 12 months
Attorney access, simplified.
Better Off attorney support
Ongoing access to an attorney for an annual fee
Complete your plan confidently from anywhere
Full estate plan for less than $1,000
Easily schedule consultations as questions come up
Hiring an estate attorney
Time-consuming process to find the right attorney
Typically charge $500+ per hour
Full estate plan often costs $5,000+
Limited availability and scheduling challenges
Attorney Support
Get additional expert phone guidance from a vetted estate attorney licensed in your state.
Individual
$399
Couples
$499
Frequently asked questions
What’s included in the attorney support service?
Attorney support gives you one year of access to independent attorneys who can provide guidance on legal topics connected to your Better Off estate plan. Topics include:
- Guidance on organizing and structuring your estate planning documents
- Understanding different estate planning options like wills and trusts
- Information about potential estate and gift tax considerations
- Help selecting appropriate people for executor, trustee, or agent roles
- Advice on properly executing and finalizing your documents
- General guidance on asset transfers and trust funding
Your attorney is available specifically for your Better Off estate planning needs. The service doesn't cover unrelated matters such as business formation, litigation, tax preparation, marital agreements, or creating documents outside of the Better Off platform. Review the terms and conditions for the service to learn more.
Who are the support attorneys and what is their relationship to Better Off?
The estate attorneys available through Better Off are experienced practitioners ready to provide you with expert guidance. They:
- Work directly with you after you sign a simple agreement
- Give independent advice based on their professional expertise
- Check to make sure they can properly help with your specific situation
- Provide personalized guidance tailored to your needs
Think of them as your personal estate planning legal advisors, ready to answer questions and help you understand your options.
How do I schedule a meeting with an attorney?
After you've completed your estate plan, you can schedule a meeting from your Better Off account dashboard.
To schedule your meeting:
- Log into your Better Off account
- Request a consultation appointment
- You'll receive an agreement from your assigned attorney
- Sign the agreement to confirm your consultation
- Attend your scheduled consultation via phone
Can I cancel my attorney support membership and get a refund?
You can cancel your membership with a refund if:
- You provide written notice to Better Off within seven days of purchasing the service
- You haven't yet had any consultation with a support attorney
Once you've had a consultation or after the seven-day period has passed, refunds are typically not available except in limited circumstances where Better Off cannot provide the service (such as when attorney conflicts prevent engagement). Your membership remains active for one year from the payment date, regardless of how many consultations you schedule during that period.
