Create Your Legacy
with Confidence
Customized Estate Plans Starting at $395
Life is full of precious moments. Ensure your family is protected for all of them with a personalized estate plan that fits your unique needs.
Join thousands of families who trust SG with their legacy!
✓ Create your plan in under 60 minutes
✓ Crystal-clear documentation
✓ Updates available as life changes
The Reality Many Families Face
Without an Estate Plan:
- Courts could decide who raises your children
- Your family might spend thousands in probate
- Up to 40% of your assets could be lost to taxes
- Family conflicts often arise during difficult times
- Healthcare wishes may not be honored
With an SG Estate Plan:
- You choose your children’s guardians
- Assets transfer smoothly to loved ones
- Tax-efficient strategies protect your wealth
- Clear instructions prevent family disputes
- Your medical preferences are legally documented
Why Estate Planning Matters
For Everyone
Estate planning isn't about wealth—it's about:
•Making healthcare choices clear
•Preventing family conflicts
•Protecting loved ones
•Creating peace of mind
For Homeowners
Your home builds memories - a plan ensures:
•Avoid Probate for Your Property
•Ensure Smooth Transfer of Ownership
•Protect Your Home from Creditors
•Plan for Incapacity
For Parents
Plan for your children's future - a trust lets you:
•Choose trusted guardians
•Setup protected inheritance
•Create education funds
•Ensure financial security
Why is SG the #1 Planning Platform?
SG stands apart as the premier estate planning service by offering what others don’t. Unlike typical services, SG provides customizable plans with unlimited lifetime revisions, ensuring your estate strategy evolves with your life’s changes.
Discover the unmatched benefits of SG in the comparison below.
| Compare Features |
 | Others |
| Customizable Plans |
 | X |
| Unlimited Lifetime Revisions |
| X |
| Cost Transparency |
| X |
| In-Person Funding Assistance |
| X |
| Nationwide Mobile Notary Options |
| X |
Choose the Perfect Estate Plan Package for Your Needs
Ready to take control of your future? Choose the estate plan package that fits your needs and start building your legacy today. No matter where you are in life, we’ve got a solution that will protect what matters most—your family, your assets, and your peace of mind.
Essential Plan
$495 $395
Included with this package:
✅Living Trust
✅Last Will & Testament
✅Durable Power of Attorney
✅Advance Healthcare Directive
✅Fully Customizable Documents
✅Convenient Nationwide Notary Options
*This plan is 100% self-guided.
Guided Plan
Popular
$695 $495
Included with this package:
✅Face-to-Face Funding Assistance
✅Asset Inventory Worksheet
✅Living Trust
✅Last Will & Testament
✅Durable Power of Attorney
✅Advance Healthcare Directive
✅Fully Customizable Documents
✅Convenient Nationwide Notary Options
Complete Legacy Plan
$1295 $895
Included with this package:
✅Includes All Features of the
Essential & Guided Estate Plans
✅Enhanced Living Trust Implementation
✅Family Settlement Consultation
✅HIPAA Secure Digital Vault
✅Advanced Tax and Asset Protection Strategy
✅Complementary Mobile Notary Service
Your Estate Planning Journey Simplified
At SG Insurance & Estate Services, we’re committed to making estate planning straightforward, personalized, and supportive. Here’s what you can expect when you choose us:
Step 1: Choose Your Package
Select the perfect estate planning package for your needs, whether it’s a simple will or a more comprehensive solution. Sign up and gain instant access to our user-friendly digital estate planning portal.
Step 2: Build Your Estate Plan
Our intuitive digital onboarding tool guides you step-by-step. Typically, this process takes between 30-60 minutes, with your completed, customized documents ready for review and download immediately after.
Step 3: Finalize and Fund
Choose your preferred notary service or use our convenient mobile notary service for a modest fee. Next, fund your trust by moving assets into the trust. For all Guided or Complete Plans, our team will assist with asset transfers to activate your trust.
Frequently Asked Questions
What is estate planning, and why do I need it?
Estate planning involves creating legal documents like a will, trust, and power of attorney to ensure your assets are protected and your wishes are followed. It’s essential for avoiding probate, reducing stress for loved ones, and securing your legacy.
What happens if I don’t have an estate plan?
Without an estate plan, your assets may go through probate, a costly and time-consuming legal process. The court decides how your assets are distributed, which may not align with your wishes. Planning ensures you’re in control.
Can I make changes to my estate plan later?
Yes! With SG’s Comprehensive Planning Platform, you can make unlimited updates to your estate plan as your life changes—whether it’s a new child, marriage, or a change in assets.
How can I get my estate plan notarized?
We offer two convenient options for notarization:
- Mobile Notary Service ($150): A notary can come to your home to notarize your estate plan at your convenience.
- Complementary notary service: We provide free in-office notary services for all clients located in Scottsdale, Arizona.
What is funding a trust, and why is it important?
Funding a trust means transferring your assets into the trust’s name, making it legally enforceable. Without funding, your trust won’t work as intended. We guide you through this critical step, so nothing is overlooked.
Where are your services available?
We offer estate planning services in Arizona, Texas, and Michigan. In-person services and attorney assistance are exclusively available to clients in Arizona. Clients in Texas and Michigan have access to all our online tools and virtual support.
Take the First Step
Don’t leave your family’s future to chance. Create your personalized estate plan today.
Our Guarantee
We’re committed to your satisfaction and protecting your family’s future.
Our Guarantee
We’re committed to your satisfaction and protecting your family’s future.
