Legacy Planning

SL
Sunlit summer meadow with wildflowers, photo by Helena Jankovičová Kováčová on Pexels

Safeguard your family with a Legacy Plan

Kestrel legacy plans help you direct your assets and protect the people who depend on you.

Find the right plan
Member discount

Simple Will

Free

Decide who inherits your assets.

  • Even distribution of assets to the people you name
Begin setup
Member discount

Full Will

$167.00$116.90

More control over who receives what.

  • Name guardians for children under 18
  • Pick someone to make medical and financial calls if you cannot
Begin setup
Member discount / Most chosen

Living Trust

$486.00$340.20

Complete customization and protection.

  • Skip the cost and delay of probate court
  • Keep your holdings off the public record
  • Release assets to beneficiaries only when they are ready
Begin setup