PACKAGES & PRICING

Documents designed for every life moment.

Life unfolds in chapters. Each chapter needs different documents. We’ve built packages for every stage so you can plan with confidence — whether you’re protecting your family, launching a business, preparing for healthcare decisions, or helping a young adult get ready. Each package is attorney-drafted and prepared to follow Oklahoma law.

Estate Planning

Protecting your family. Choose a comprehensive Trust-Based plan or a straightforward Will-Based plan — for individuals and couples.

Trust-Based Package

OUR MOST COMPLETE PLAN

Our most complete plan, prepared to follow Oklahoma law. A revocable living trust keeps your assets out of probate, with everything you need to fund it, manage it, and direct your wishes — medical and financial.

Who it’s for: Individuals and couples who want the most complete protection and to avoid probate.

INDIVIDUAL

COUPLE

Will-Based Package

THE ESSENTIALS

A straightforward plan built around your will. Direct how your assets are distributed and name who speaks for you — medically and financially — when it matters, prepared to follow Oklahoma law.

Who it’s for: Adults who want essential protection and a clear plan without a trust.

Business Formation

Launching your venture. For entrepreneurs, new business owners, and start-ups ready to get started.

Business Formation Package

Everything you need to launch your business with proper legal structure. Your formation documents establish your entity, your operating agreement clarifies how the business runs, your EIN support gets you a federal tax ID, and we may include instructions on protecting your digital assets.

Who it’s for: Solo entrepreneurs, small business owners, and independent contractors who need foundational business documents.

SPECIAL OPTIONS

Woman-Owned Business Agreement

A tailored agreement for woman-owned ventures.

Veteran-Owned Business Agreement

A tailored agreement for veteran-owned ventures.

Healthcare Protection

Preparing for what’s ahead. For individuals who want their healthcare wishes clearly documented.

Healthcare Protection Package

Clear documentation of your healthcare wishes. Your directive names someone to make medical decisions if you can’t, your living will states your end-of-life preferences, and your HIPAA authorization gives your agent access to your medical information.

Who it’s for: Any adult who wants their healthcare wishes known and legally documented — and an especially thoughtful step if you have a hospital stay or procedure on the calendar.

Already know what you need?

Browse individual documents below and choose only what fits your situation. There’s no wrong choice — this is your planning.

Young Adults & Students

Heading to college or out on your own. The moment your child turns 18, you’re no longer automatically able to make medical decisions or even receive information from a doctor. A few simple documents let a parent or trusted adult step in when it counts.

Young Adult Package

The essentials for newly independent adults. Your healthcare directive and HIPAA authorization let a parent or trusted person speak with doctors and access records, while your powers of attorney cover medical and financial decisions in an emergency.

Who it’s for: College-bound teens, students, and young adults — and the parents who want to be able to help.

Why 18 changes everything.

Once your child is a legal adult, privacy laws keep you out of the conversation unless they’ve named you. These documents put you back in it.

Real Estate Documents

Transferring or protecting property. Oklahoma deeds prepared to follow state recording requirements.

Quit Claim Deed

Warranty Deed

Mineral Deed

A Quit Claim Deed transfers whatever interest you hold in a property with no guarantees. A Warranty Deed guarantees clear title, free of undisclosed claims. A Mineral Deed conveys ownership of oil, gas, and mineral rights separately from the surface.

Who it’s for: Property owners transferring real estate, adding or removing a name on title, or conveying mineral rights.

Trust Planning for Special Needs

Protecting a loved one who needs extra care, without jeopardizing their benefits.

Guardianship Package for Disabled Adults

Documents to help families establish guardianship and plan for a disabled adult’s long-term care. We’re building this package now — tell us you’re interested and we’ll let you know the moment it’s ready.

Probate Documents

Documents to help Oklahoma families navigate the probate process when a loved one passes. We’re building this package now — tell us you’re interested and we’ll let you know the moment it’s ready.

À LA CARTE DOCUMENTS

Pick exactly what fits.

Already know what you need? Add a single document on its own — a Will, a Power of Attorney, a standalone trust, a deed transfer, and more.

ESTATE & FAMILY

Last Will & Testament

Revocable Living Trust

Durable Power of Attorney (Financial)

Deed Transfer

Quit Claim Deed

Mineral Deed

Why choose Well Planned?

Attorney-drafted

Prepared for legal precision and Oklahoma law compliance.

Simple process

Answer questions, receive documents, download. No hidden steps.

Fair pricing

Quality documents priced to make planning accessible.

Trusted referrals

Need a custom plan? We connect you with an Oklahoma attorney.

Not a law firm. We prepare documents, we don’t practice law. For advice specific to your situation, we refer you to a licensed Oklahoma attorney.

PACKAGES & PRICING

Our Packages & Documents

Every stage of life asks something different of you. Our packages bring together the documents that belong together, and our individual documents let you build a plan that fits your needs. Each document is attorney-drafted and prepared to follow Oklahoma law.

The Healthcare Protection Package

Clear, legally documented healthcare wishes, so the people you love never have to guess.

The Healthcare Protection Package

Package includes:

Best for:

Adults who want their medical treatment preferences on record
Individuals preparing for surgery, a new diagnosis, or a change in health
Families helping aging parents prepare for future care decisions
Anyone who wants to name a trusted person to make medical decisions on their behalf

Why it matters

Your Living Will states the care you want to receive. Your Medical Power of Attorney names the person who will speak for you when you cannot speak for yourself.

The Young Adults Package

At 18, your parents no longer hold automatic legal authority to make medical decisions for you, access your health information, or manage your finances. This package restores that support on your terms.

The Young Adults Package

Package includes:

Best for:

Students and young adults 18 and older who still rely on their parents for support
College students who have moved away for school
Young adults opening their first bank accounts, retirement plans, and insurance policies
Parents who want peace of mind while their child builds an independent life

Why it matters

Your healthcare documents let a parent step in during a medical emergency. Your Financial Power of Attorney allows a trusted person to handle bills, banking, and paperwork when you are away. Your Beneficiary Designation Instructions guide you through naming who receives your accounts and policies.

The Business Formation Package

The foundational documents to establish your Oklahoma LLC with structure and confidence.

The Business Formation Package

Package includes:

Best for:

State filing fees are not included.

Why it matters

Your Living Will states the care you want to receive. Your Medical Power of Attorney names the person who will speak for you when you cannot speak for yourself.

À La Carte Documents

Already know what you need? Select individual documents and build a plan that fits.

Estate Planning

WILLS & TRUSTS

Last Will and Testament

Directs how your assets are distributed and names your executor.

Revocable Trust

Holds your assets during your lifetime and transfers them privately, without probate.

Family Protection

Guardianship Nomination for Minor Children

Names the person you want to raise your children if you cannot.

Power of Attorney for Care of a Child

Authorizes a trusted adult to care for your child and make decisions during your absence.

Financial & Digital

Financial Power of Attorney

Names a trusted person to manage your finances if you cannot.

Digital Asset Protection

Grants a trusted person lawful access to your online accounts, files, and digital property.

Real Estate & Minerals

Quit Claim Deed

Transfers your interest in property, commonly between family members and spouses.

Mineral Deed

Transfers ownership of mineral rights, an essential document for Oklahoma landowners.

Power of Attorney for Real Estate Transactions

Authorizes a trusted person to sign and complete a property transaction on your behalf.

Power of Attorney for Foreign Real Estate Transactions

Authorizes a trusted person to handle a property transaction outside the United States on your behalf.

County recording fees are not included.

Healthcare Protection

Living Will / Advance Directive

Records your treatment preferences, including end-of-life care.

Medical Power of Attorney

Names a trusted person to make medical decisions for you.

Business Formation

Articles of Organization (LLC Formation)

Establishes your LLC with the State of Oklahoma.

Operating Agreement

Defines ownership, member roles, and decision-making for your LLC.

Independent Contractor Agreement

Sets clear terms when hiring freelancers and contractors.

Non-Disclosure Agreement

Protects confidential business information.

Packages offer the most complete protection at less than purchasing documents individually.