An Estate Plan That
Grows With You—
Starting at Just $395
Fully customized estate plans that adapts to life’s changes. With SG Insurance & Estate Services, you’ll have access to intuitive online tools, expert guidance, and ongoing updates—ensuring your legacy is always protected.
We Have Exceptional Service
Exceptional Service
Secure Your Family’s Legacy with a Comprehensive Estate Plan
Estate planning is an essential step for every family, providing peace of mind by ensuring your wishes are honored and your loved ones are protected. It’s not just about legal documents—it’s about ensuring a smooth transition and safeguarding your family’s future.
Minimize Stress
Avoid probate stress and simplify the legal aftermath for your family.
Maintain Control
Designate trusted agents to handle decisions if you can't.
Bypass Probate
Quickly transfer assets to loved ones, often reducing taxes.
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
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 |
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.
Don’t Wait—Secure Your
Peace of Mind Today
Planning for the future is an important step to protect your loved ones and ensure your wishes are carried out.
At SG, we make estate planning simple, effective, and stress-free. Our tools and support ensure you’ll have everything you need to protect what matters most—your family, your assets, and your legacy.
There’s no better time to take control of your future than now.
