VirtualHeirloom™

Your Complete Estate Plan — Physical and Digital

$799 Individual · $1,199 Couples · 5–7 Business Days

A revocable living trust, pour-over will, durable power of attorney, healthcare surrogate, living will, HIPAA release, and a full RUFADAA-compliant digital asset inventory — drafted, reviewed by a licensed Florida attorney, and delivered execution-ready.

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What's Included

Six Core Estate Planning Documents

Every VirtualHeirloom™ package begins with a full set of foundational estate planning instruments — the same documents that, purchased individually, would typically cost $2,500–$4,000. Here, they are delivered together at a flat fee.

Revocable Living Trust

Probate-avoiding trust customized to your assets, funding instructions, successor trustees, and distribution scheme. Drafted to Florida Trust Code (Ch. 736).

Pour-Over Will

Self-proving will that directs any assets outside the trust at death into the trust. Guardian nominations for minor children. Executed with witnesses and notary.

Durable Power of Attorney

Full statutory powers under Fla. Stat. §709.2201, including real property, banking, tax, business operations, gifting, and digital-asset authority under Ch. 740.

Healthcare Surrogate Designation

Agent with authority to make healthcare decisions when you can't, aligned with Fla. Stat. Ch. 765.

Living Will (Advance Directive)

Written instructions regarding life-prolonging procedures and end-of-life care.

HIPAA Release

Authorization allowing your agents and family to access protected medical information when decisions must be made quickly.

Plus Ancillary Documents

  • Nomination of Preneed Guardian (for self and for minors)
  • Memorandum of Tangible Personal Property (update any time without re-executing the Trust)
  • Separate writing for digital assets directions
  • Funding memorandum & step-by-step asset transfer instructions
  • Organizational binder with executed originals and instructional cover letter to your fiduciaries
Integrated

Full Digital Estate Plan — Built In

Most estate plans ignore the digital side. VirtualHeirloom™ treats crypto wallets, online accounts, domains, and digital assets with the same rigor as your house, your cars, and your brokerage accounts — all under Florida's Revised Uniform Fiduciary Access to Digital Assets Act (Fla. Stat. Ch. 740).

  • Complete Digital Asset Inventory (Sections A–H: financial, email, social, cloud, crypto/NFTs, domains, subscriptions, gaming)
  • Designation of Primary, Successor, and Second Successor Digital Executors
  • Express RUFADAA authorization for content disclosure under Fla. Stat. §740.006
  • Executor Instruction Sheet with 11-step post-death digital administration checklist
  • Sealed Emergency Access Kit coordination (credential vault instructions held by firm)
  • Self-proving affidavit integrated with the will and trust execution

Flat-Fee Packages

One price. All documents. No hourly billing. Includes a 90-minute consultation, full attorney review of your answers, execution guidance, and delivery via our secure client portal.

Individual

$799

5–7 business days

Complete estate plan for one person — trust, pour-over will, DPOA, all ancillary documents, plus the full digital legacy package.

Start Individual Plan

Couples (Reciprocal)

$1,199

5–7 business days

Mirrored documents for spouses or partners. Both parties' trusts, wills, DPOAs, healthcare directives, and digital plans — executed together.

Start Couples (Reciprocal) Plan

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Who VirtualHeirloom™ Is For

VirtualHeirloom™ is the right choice when you need a real estate plan — not just pieces — and you have meaningful digital assets alongside your physical ones. Typical clients include:

  • Homeowners who want to keep their home out of probate
  • Parents who need a guardianship nomination for minor children
  • Cryptocurrency holders with self-custodied wallets or exchange accounts
  • Business owners with LLCs, online revenue streams, or IP portfolios
  • Professionals with substantial brokerage, retirement, and real estate assets
  • Couples who want reciprocal plans executed together
  • Anyone whose old 'simple will' was written before Florida adopted RUFADAA
  • Clients who began with SnapHeirs™ and are ready for the full plan

Already Bought SnapHeirs™ or SnapTestament™?

Credit applies toward VirtualHeirloom™ within 12 months of your original purchase. Your existing documents are reviewed, updated, integrated into the trust structure, and delivered as a complete portfolio.

Start with SnapHeirs™ ($199)Start with SnapTestament™ ($499)

Ready for the Complete Plan?

$799 individual · $1,199 couples · 5–7 business days · All documents attorney-reviewed.

Begin Your VirtualHeirloom™ Plan

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