Pricing — Estate Planning Plans

Q: Can I start free and upgrade later?

Absolutely. Start with the free plan and upgrade to Premium whenever you need advanced features like trust documents, unlimited Larry, attorney connections, or expanded vault storage.

Q: Is there a free trial for premium?

Yes. Premium comes with a 14-day free trial. You can explore all premium features risk-free, and cancel anytime during the trial with no charge.

Q: What happens to my documents if I cancel?

Your signed and printed documents remain legally valid. Documents stored in the vault remain accessible as long as your account is active. If you downgrade to the free plan, you retain access to free-tier features.

Q: Do you offer refunds?

Yes. If you're not satisfied within the first 30 days of your premium subscription, contact us for a full refund. No questions asked.

Choose your plan

MonthlyYearly

Free

$0 forever forever

For those starting their journey — free forever

Basic Last Will and Testament
Durable Financial Power of Attorney
Healthcare Proxy
HIPAA Release
Money Roadmap — the full financial journey
Larry AI assistant — guided onboarding
Secure vault — 100 MB (PDF/DOC)
Signing instructions

Start Free

Complete Protection

Premium

$83 per month per year

Complete estate protection

Everything in Free
Trust documents
Unlimited document revisions
Attorney/advisor connection & group chat
Larry AI — unlimited (Q&A, review, editing)
Secure vault — 5 GB (all file types)
Secure heir vault access
AI document editor (copilot)
Plaid financial account import

Start 14-Day Free Trial

Compare

Compare Plans in Detail

Free and Premium plan features compared
Feature	Free	Premium
Last Will and Testament	Basic	Full
Healthcare Proxy	Included	Included
HIPAA Release	Included	Included
Durable Financial Power of Attorney	Included	Included
Trust Documents	Not included	Included
Document Revisions	Limited	Unlimited
Larry AI Assistant	Guided onboarding	Unlimited (Q&A, review, editing)
AI Document Editor	Not included	Included
Attorney Connection	Not included	Included Group chat
Secure Vault	100 MB (PDF/DOC)	5 GB (all types)
Heir Vault Access	Not included	Included Secure multi-user
Money Roadmap (financial journey)	Included	Included
Financial Import (Plaid)	Not included	Included
Signing Instructions	Included	Included
Legal Change Alerts	Not included	Included
Priority Support	Not included	Included

Last Will and Testament

Free: Basic
Premium: Full

Healthcare Proxy

Free: Included
Premium: Included

HIPAA Release

Free: Included
Premium: Included

Durable Financial Power of Attorney

Free: Included
Premium: Included

Trust Documents

Free: Not included
Premium: Included

Document Revisions

Free: Limited
Premium: Unlimited

Larry AI Assistant

Free: Guided onboarding
Premium: Unlimited (Q&A, review, editing)

AI Document Editor

Free: Not included
Premium: Included

Attorney Connection

Free: Not included
Premium: Included Group chat

Secure Vault

Free: 100 MB (PDF/DOC)
Premium: 5 GB (all types)

Heir Vault Access

Free: Not included
Premium: Included Secure multi-user

Money Roadmap (financial journey)

Free: Included
Premium: Included

Financial Import (Plaid)

Free: Not included
Premium: Included

Signing Instructions

Free: Included
Premium: Included

Legal Change Alerts

Free: Not included
Premium: Included

Priority Support

Free: Not included
Premium: Included

14-day free trial
256-bit encryption
Cancel anytime

Sunset is not a law firm and does not provide legal advice.

FAQ

Pricing Questions

What's in each plan, how billing works, and what happens if you cancel.

1. What's included in the free plan?

The free plan includes a basic Last Will and Testament, Durable Financial Power of Attorney, Healthcare Proxy, HIPAA Release, the full Money Roadmap, Larry's guided onboarding, 100 MB secure vault (PDF/DOC files), and signing instructions. It's free forever — not a trial. We believe everyone deserves access to basic estate planning, regardless of budget. Our free tier is a social commitment to help those starting their estate planning journey.

2. Can I start free and upgrade later?

3. Is there a free trial for premium?

4. What happens to my documents if I cancel?

5. Do you offer refunds?

New — Personal Finance

Sunset's Money Roadmap turns the proven money-prioritization flowchart into a guided journey — and carries the wealth you build straight into your will and estate plan.

Explore the Money Roadmap Read the guides

Sunset Money Roadmap financial journey, from emergency fund to estate plan

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Simple, Transparent Pricing