Estate Planning Package
Define your legacy with a CFP® Professional.Plus, kick off your Childfree Trust® membership
for professional, fiduciary medical and financial POA,
executor, and trustee representation.
75% of Americans don’t have an estate plan… but you don’t have to be one of them.
Our estate planning package will pair you with one of our Childfree Wealth Specialists®, all of whom are CERTIFIED FINANCIAL PLANNERS®, for three powerful sessions dedicated to your legacy.
With a plan in place, you’ll be ready to get started with Childfree Trust®.
Your Childfree Wealth Specialist will help you get your documents finalized and your membership kicked off — so you have the peace of mind that your estate plan is complete and your wishes are protected.
What’s Childfree Trust?
Our sister company Childfree Trust is an all-in-one solution that allows you to complete your legal estate documents and offers peace of mind with professional, fiduciary medical and financial POA, executor, and trustee support — for $999/year per person.
It’s the answer to the question that keeps so many Childfree folks up at night:
“Who can make decisions for me when I can’t?
As a member, you also receive 24/7 emergency support so your wishes are protected no matter what happens.
Childfree Trust protect your wishes as you’ve written them — from medical care to charitable giving to pet care in an emergency.
Purchase the Estate Planning Package
How it works
Session 1:
Your Childfree Wealth Checkup
This 60-minute signature session is part dream sequence, part wake-up call, and part reality check.
We’ll look at the financial big picture and begin discussing your legacy.
Session 2:
A deep dive into your estate plan
Take the next step with your Childfree Wealth Specialist to cement your estate plan.
You’ll also outline detailed wishes to include in your care documents.
Session 3:
Set up your protection
In our last session, we’ll walk you through completing your legal estate documents and complete your Childfree Trust registration together.
With your documents finalized, your wishes are protected immediately.
Your investment: just $1,500
If you want a little extra help with estate planning and setup in Childfree Trust’s online platform, purchase this special three-session estate planning package for $1,500.
This package is not required to become a Childfree Trust member!
If you already have an estate plan and want to set up your account yourself, our system will guide you through the process. You’ll pay $999/year per person after you sign up.
Click here to visit Childfree Trust’s website and view pricing details.
Pricing for existing Childfree Wealth clients
If you’re already working with us, contact your Childfree Wealth Specialist to take advantage of this package.
If you’ve had a Childfree Wealth Checkup, upgrade for $1,250.
If you’re a Childfree Wealth 180 client, upgrade to this package for $750.
If you’re a Childfree Wealth 360 client, the estate planning package and Childfree Trust membership are all included in your annual fee.
Want to join with Childfree Wealth as an ongoing client? Click here to explore our life planning and financial management services.
Why now?
Without kids, choosing a next of kin for your estate documents presents a unique challenge.
Who can you rely on to…
- Take a call from the ER at 3 a.m.?
- Handle your daily tasks — walking the dog, cleaning the house, paying the bills — when you can’t?
- Make sure your will is executed faithfully?
But if you have an emergency but no estate plan, your family may still have to take on the unexpected burden of handling your affairs — or the government could step in to do it.
Those questions don’t have to keep you up at night anymore: Finally finish your estate planning and protect your wishes with a professional next of kin when you need it.
Frequently asked questions
Do I have to buy this package to use Childfree Trust?
Any eligible Childfree adult can become a Childfree Trust member — this package is created especially for folks who want a bit of extra help
Who is eligible for Childfree Trust?
You are Childfree if you have no biological children, adopted children, or stepchildren. You are disqualified from joining Childfree Trust if you:
- Have living biological or adopted children
- Need immediate trust or POA services
- Are on hospice or receiving palliative care
- Have been identified and documented as in cognitive decline
- Are unable to complete documents in the system and make quarterly updates
- Your legal and/or estate needs cannot be served by the documents we provide
You may be ineligible if you have one of the following complex financial situations:
- Farmland or timberland
- International real estate
- Partial ownership of a business
- Cryptocurrency
If you have questions about your eligibility, contact Childfree Trust at questions@childfreetrust.com.
Is Childfree Trust membership included with the estate planning package?
No. Your $999/year per person membership is separate and will begin when you finalize your estate documents in Childfree Trust’s patented tool.
My spouse and I both want to become Childfree Trust members. Are we covered under a single membership fee?
No. Your membership fee provides emergency support and protection for just one person, so each person in your household will need to purchase their own membership.
The only exception is for Childfree Wealth 360 clients: If you and your spouse are both working with us, both of your memberships are covered under your annual fee.