Shepherd Wealth Partners
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Still putting off your estate plan?

We make it easy and affordable to finally get it done.

Estate planning doesn’t have to mean months of meetings or thousands of dollars in legal fees. Shepherd offers a simpler alternative: an easy online estate-planning process with a financial planner helping you think through the decisions and coordinate the plan with the rest of your financial life.

Book my estate planning conversation
  • Straightforward process
  • Flat-fee pricing
  • Financial planner guidance

Packages & pricing

Estate documents without the cost or complexity

Each package includes your Trust & Will online documents and personal guidance from a Shepherd financial planner. The same flat fee applies whether you’re planning for yourself or as a couple.

Will Planning

Put your wishes in writing, with a planner helping you through the process.

$495flat fee

Individual or couple · Same price

Discuss Will Planning

Trust & Will documents

  • Last will and testament
  • Powers of attorney
  • Healthcare directives, including a living will and HIPAA authorization

Shepherd planning support

  • A planning meeting to organize your information, goals, beneficiaries, and decision-makers.
  • Help navigating and completing the online document process.
  • A review meeting to check completeness and coordinate your documents with your accounts, beneficiaries, and financial plan.
  • A signing and next-steps checklist, plus a completion follow-up.
  • Coordination with an attorney or other professional when additional help is needed.

No ongoing platform charges for Shepherd clients.

Trust Planning

Build a trust-based plan, with guidance to help connect it to your assets.

$695flat fee

Individual or couple · Same price

Discuss Trust Planning

Trust & Will documents

  • Revocable living trust and pour-over will
  • Powers of attorney and healthcare directives, including HIPAA authorization
  • Certification of trust and schedule of assets

Shepherd planning support

  • All the Shepherd guidance in Will Planning, with a trust-based document package.
  • Review of account ownership and beneficiary designations from a financial-planning perspective.
  • An asset-by-asset checklist of trust-funding and beneficiary-coordination steps.
  • Guidance on next steps for coordinating real estate and other assets with your trust.
  • Follow-up on outstanding funding and coordination items, including arranging additional professional help when needed.

No ongoing platform charges for Shepherd clients.

Not sure which fits? Start with a conversation

Your next step

Choose a time. Take the first step.

Choose a time to talk through your priorities and see how Shepherd can help. You’ll leave the conversation with a clearer next step.

No cost or obligation to book a meeting.

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What we’ll cover

Guidance for the decisions ahead.

You don’t need to have it all figured out. We’ll help you organize the questions, think through the financial implications, and identify a practical next step.

  1. Start with your people and priorities.

    Talk about your family, responsibilities, and the wishes you want others to understand.

  2. Move forward with guidance.

    We’ll explain how the Trust & Will online process works and help you navigate the next steps. Legal decisions and document questions belong with a qualified attorney.

  3. Connect the pieces.

    Think through beneficiaries, account ownership, retirement accounts, charitable goals, and how they relate to your family’s wishes.

The right kind of help

Your documents should fit your financial life.

An online document is one part of the process. Personal guidance helps you connect it with your family’s priorities, your accounts, and the people you want to care for.

Guided process

Get help getting started.

Shepherd can help you navigate Trust & Will’s online document process and organize your next steps. Document packages are paid services.

Legal guidance

Know when to involve an attorney.

An attorney can answer questions about legal suitability, existing documents, and complex circumstances such as blended families, business ownership, or special needs.

Financial coordination

Keep the whole picture in view.

Estate documents are part of a broader financial life. Beneficiary designations, account ownership, and stewardship priorities deserve attention too.

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Shepherd provides financial-planning guidance and completion support, not legal advice, legal drafting, or a review of legal sufficiency. The documents are provided through Trust & Will.

Attorney services, deed preparation and recording, notarization, and other third-party charges are separate unless expressly included in your agreement. Creating a trust does not automatically transfer assets into it.