Comparison

See How We Compare

An honest, transparent look at how Williams Legacy Group stacks up against every major estate planning option. We believe the facts speak for themselves.

Every Feature, Side by Side

Compare capabilities across pricing, technology, trust types, ongoing support, and more.

Feature Williams Legacy GroupRecommended LegalZoom Trust & Will Rocket Lawyer Traditional Attorney
Pricing
Starting Price $149 $249 $159 $39.99/mo $2,000 - $10,000+
Comprehensive Trust Package $699 $599 $599 $479.88/yr $3,500 - $7,500
Dynasty / Enterprise Planning $1,499 - $2,999 Not Available Not Available Not Available $5,000 - $25,000+
Hidden Fees None Upsells Add-ons Auto-renew Hourly billing
Technology
AI-Powered Analysis 100-Mind Synthesis Basic AI
Time to Complete 15 - 45 min 2 - 4 weeks 1 - 3 hours 1 - 2 hours 4 - 12 weeks
50-State Compliance Engine Automatic Limited Limited Varies
Real-Time AI Chat Assistant
Trust Types Available
Revocable Living Trust
Irrevocable Trust
Special Needs Trust
Dynasty Trust
Charitable Trust (CRT/CLT)
Asset Protection Trust Specialist
Ongoing Support & Maintenance
Ongoing Trust Monitoring Proactive Alerts Basic Paid retainer
Free Amendments Unlimited (Pro+) Paid add-on 1 per year With subscription $200-$500 each
Asset Funding Guidance Step-by-step Guide only Guide only
White-Glove Concierge Enterprise+
Advanced Planning
Asset Protection Strategies Specialist
Dynasty / Multi-Gen Planning
Business Succession Planning
Tax Optimization Analysis AI-powered
B2B White-Label Platform DynastyOS Partner only

Bottom line: Williams Legacy Group delivers institutional-grade trust creation at a fraction of the cost, with AI-powered analysis no competitor can match.

The only option that covers simple wills through multi-generational dynasty trusts — all on one platform.

Williams Legacy Group Pricing

Transparent pricing. No hidden fees. No hourly surprises. Choose the tier that matches your family's needs.

Starter
$149
One-time payment
  • Individual Revocable Living Trust
  • Pour-Over Will
  • Power of Attorney (Financial)
  • Healthcare Directive
  • AI Trust Analysis
  • State-Specific Compliance
  • Asset Funding Checklist
Get Started
Enterprise
$1,499
One-time payment
  • Everything in Professional
  • Irrevocable Trust Options
  • Special Needs Trust
  • Business Succession Planning
  • Asset Protection Strategies
  • White-Glove Concierge
  • Unlimited Amendments (lifetime)
  • Dedicated Account Manager
Get Started
Dynasty
$2,999
One-time payment
  • Everything in Enterprise
  • Dynasty Trust Architecture
  • Multi-Generational Planning
  • Charitable Trust (CRT/CLT)
  • Full Tax Strategy Blueprint
  • Family Governance Framework
  • Attorney Review Included
  • Annual Portfolio Review
Get Started

Ready to Get Institutional-Grade Protection?

Start with a free consultation. We will help you choose the right plan for your family's unique situation.