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Membership Association · Established Benefits

Estate planning done properly — with a real attorney at the table.

NAFS membership pairs your family with an authorized attorney to build a complete estate plan, then keeps your documents safe and your benefits discounted for life. This is not a do-it-yourself form kit.

COST TO ENROLL (ATTORNEY CONSULT INCLUDED-ESTATE PLAN PACKAGE INCLUDED)
$1,599
OPTIONAL MONTHLOY COST TO CONTINUE MEMBERSHIP FOR UNLIMITED AMENDMENTS & OTHER MEMBERSHIP BENEFITS MONTHLY
$19.99
OPTIONAL MONTHLY BILLING STARTS
Month 4
An older couple reviewing their estate plan with an advisor at their dining table
  • Licensed attorney involved in every enrollment
  • In-home signing and notarization
  • Secure member document vault
  • Free annual plan reviews

How it works

Four straightforward steps

No legal jargon, no paperwork maze, and nothing you have to figure out alone.

1

Talk with our team

Call us or apply online. We confirm what your family needs and what your state requires.

2

Meet your attorney

An authorized attorney reviews your situation and drafts your estate plan documents.

3

Sign at your kitchen table

We deliver your documents to your home and provide notarization — no office visits.

4

Stay covered as a member

Your documents live in your member vault, and your discounted benefits stay active.

A completed estate plan portfolio with a notary seal and pen on a desk

What your enrollment covers

Everything in your $1,599 enrollment

One price, stated plainly. All attorney and program costs are included — there are no hidden add-ons for the documents in your plan.

  • A consultation with an authorized, vetted attorney licensed in your state
  • A personalized estate plan — living trust, will, powers of attorney, health care directives
  • One free real property deed transfer
  • In-home document delivery and notarization
  • Your first three months of membership

Membership benefits

Benefits that keep working after the plan is signed

Membership is ongoing support, not a one-time transaction.

Discounted legal services

Free and reduced-rate attorney services through the association's authorized providers, so cost never stops you from asking a question.

Personalized estate plan

An attorney-prepared plan built to keep your beneficiaries out of probate and reduce what your estate spends to settle.

Financial strategy access

Authorized financial providers who can help structure how wealth transfers to the people you name.

Member document vault

Store deeds, trusts, directives and policies securely, and grant your successor trustee limited access when it matters.

Free annual reviews

Lives change. Each year your legal documents and financial plan get reviewed at no extra cost.

One number to call

Toll-free access to every benefit, with no claim forms to chase and no runaround.

Why members choose NAFS

An attorney is involved — always.

Online form kits leave you guessing whether your trust will hold up. NAFS enrollment includes an authorized, vetted attorney who is accountable for your documents.

  • Your plan is drafted for your state's requirements, not a generic template
  • Documents are funded, delivered, and notarized correctly the first time
  • Attorneys are available to guide your loved ones in the event of incapacity
  • Free estate administration support for the benefit of your heirs

Member portal

Your documents, organized and reachable

Every member gets a private portal: a vault for valuable documents, limited access for your successor trustee, and a simple way to request member services.

Included with membership

  • Secure document vault through Vaultly (TM)
  • Limited successor trustee access
  • Request member services online
  • Annual review reminders

Ready to put your family's plan in place?

Speak with our membership team, or begin your application online. An authorized attorney is part of every enrollment.

Mon – Fri, 8:00 AM – 5:00 PM PST