What does 'white glove' actually include?

Beyond the full document set, a dedicated coordinator prepares and tracks the paperwork that moves your assets into the trust: bank and brokerage retitling forms, beneficiary designation updates, business interest assignments, and a second deed transfer.

Why does trust funding matter?

An unfunded trust does not avoid probate. Assets must actually be retitled into the trust or name it as beneficiary. White Glove exists because this is the step most families never finish on their own.

Is White Glove worth the extra $2,000?

If you own more than one property, hold accounts at several institutions, or own a business, the funding work is where most of the time and risk sits. White Glove takes that off your plate for a flat $2,000 more than the Pro Package.

Can I upgrade from the Pro Package later?

Yes. You can add the funding service after the fact; you pay only the difference between the two packages.

How many properties are included?

Two deed transfers are included. Additional properties are $400 each, plus any county recording fees.

Flat-fee package

White Glove Service

Name: White Glove Service
Brand: Estate Plan Services
SKU: EPS-WHITE-GLOVE
Price: 5995.00 USD
Availability: InStock

$5,995 one-time

Concierge estate planning: the complete Pro Package document set plus hands-on trust funding, account retitling assistance, and coordination with your financial institutions.

Who this package is built for

Multi-property owners and business owners
Households above $1,000,000 in net worth
Anyone who wants the paperwork handled end to end
Families consolidating several outdated plans

What's included

Everything in the Estate Plan Pro Package
Dedicated concierge coordinator
Full trust funding assistance
Bank and brokerage account retitling support
Beneficiary designation forms prepared for you
Coordination with your financial advisor, CPA, or insurance agent
Business interest assignment (LLC / corporate shares)
Two (2) real estate deed transfers included
Guided signing and notarization appointment
Annual document check-in for the first year

Detailed price breakdown

One flat fee, itemized so you can see exactly what you're paying for. No hourly billing.

White Glove Service price breakdown
Component	What it covers	Value
Estate Plan Pro PackageComplete trust-based document set with one deed transfer	Complete trust-based document set with one deed transfer	$3,995
Trust funding & retitling serviceWe prepare and track bank, brokerage, and beneficiary paperwork	We prepare and track bank, brokerage, and beneficiary paperwork	$1,200
Second deed transferA second property retitled into your trust	A second property retitled into your trust	$400
Concierge coordinationDedicated coordinator, advisor coordination, first-year check-in	Dedicated coordinator, advisor coordination, first-year check-in	$400
Package totalOne-time flat fee — no hourly billing	One-time flat fee — no hourly billing	$5,995

Optional add-ons & discounts

Additional deed transferBeyond the two included properties$400
NFFFE promo codeCode NFFFE applied at checkout−$500
Discount Funeral Expense InsuranceGuaranteed-issue final-expense coverage through The Asset Shield GroupQuote

County recording fees, notary fees, and any third-party charges are not included. All sales are final; no refunds.

How to get your White Glove Service

1Choose your packageReview what's included and confirm the flat fee of $5,995.
2Complete secure checkoutPay by card, or choose a pay-over-time option at checkout. Apply your promo code if you have one.
3Complete your intakeWe collect the names, assets, and wishes needed to prepare your documents and confirm every detail with you.
4Sign and store your documentsWe prepare your documents with signing instructions for your state so your plan is valid and ready to use.

Frequently asked questions

Not sure this is the right package?

Our 3-minute quiz scores your answers and recommends the package that fits your family — and explains why.

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Estate Plan Services LLC is a document preparation and secretarial service, not a law firm or CPA firm. Nothing on this page is legal or tax advice, and requirements vary by state.