Pre&Post Membership

Life doesn't happen once.
Neither should your protection.

Most people buy one document, file it away, and never look at it again — while their life keeps changing around it. Membership keeps your plan current across every event, and makes each document meaningfully cheaper when you need one.

Best value
$249per year

Just $20.75/mo — Save $99 — about 3 months free

A single Milestone package at member pricing saves you $140 — more than half your yearly membership.

Cancel anytime · Secure checkout via Stripe

What membership includes

20% off every document package

Member pricing on prenups, postnups, wills, and every life-event package. One Milestone purchase saves more than half your annual membership.

Unlimited Sage guidance

Ask anything, any time, across every life event — with answers specific to your state, your situation, and where you are in life.

Life Event Watch

We track what is statistically coming next for you and tell you before it arrives — not after. The 60-day 401(k) window, the Medicare deadline, the guardian designation.

Annual Life Review

Once a year we re-run your full profile across all nine life events and hand you an updated action plan. Life changes; your plan should too.

The full workshop library

On-demand videos and guided trainings: prenup conversations without conflict, 401(k) rollover mistakes, estate basics, Social Security timing, and more.

Priority professional matching

Members go to the front of the queue when we match attorneys, financial advisors, and CPAs — and get matched to the highest-rated ones first.

Unlimited document vault

Every document, every version, stored securely and accessible forever — with full history so you can see what changed and when.

Attorney consultation creditAnnual

One complimentary 30-minute consultation each year with a licensed attorney in your state, on the life event of your choosing.

Member pricing, in plain numbers

20% off every package, every time — not just the first one.

PackageListMemberYou save
Newlywed$499$399$100
Milestone$699$559$140
Jubilee$1999$1599$400

Not ready to commit? Start with the free quiz — no account, no card, no obligation.