As seen in
How It Works
Step 1
Figure out what your family needs – in one conversation
Talk through what matters together. Neptune guides the conversation – what happens to the house, who makes medical decisions, and if you have kids, who takes care of them – so you show up to your attorney ready.
Start Your Estate Plan:
Step 1
Figure out what your family needs – in one conversation
Talk through what matters together. Neptune guides the conversation – what happens to the house, who makes medical decisions, and if you have kids, who takes care of them – so you show up to your attorney ready.
Start Your Estate Plan:
Step 2
Hire an attorney who does this every day
Neptune connects you with an experienced estate planning attorney who works with couples at your stage of life every day. No cold-calling law firms, no retainers, no mystery bills.
Expert Estate Planning Counsel:
Step 2
Hire an attorney who does this every day
Neptune connects you with an experienced estate planning attorney who works with couples at your stage of life every day. No cold-calling law firms, no retainers, no mystery bills.
Expert Estate Planning Counsel:
Step 3
Your attorney handles the paperwork. You make the calls.
This is not a one-size-fits-all template. Your attorney drafts a customized plan based on your life, assets, and wishes – then walks you through signing and notarization. Have kids? They’ll add a guardianship nomination too.
Your Complete Estate Plan:
Step 3
Your attorney handles the paperwork. You make the calls.
This is not a one-size-fits-all template. Your attorney drafts a customized plan based on your life, assets, and wishes – then walks you through signing and notarization. Have kids? They’ll add a guardianship nomination too.
Your Complete Estate Plan:
Step 4
Fund your trust. Neptune handles the rest.
A signed trust that isn’t funded doesn’t do much. Your attorney guides you through retitling assets into the trust – property, bank accounts, investments – so everything works the way it’s supposed to. This is the step most people miss. Neptune makes sure you don’t.
Fund Your Trust:
Step 4
Fund your trust. Neptune handles the rest.
A signed trust that isn’t funded doesn’t do much. Your attorney guides you through retitling assets into the trust – property, bank accounts, investments – so everything works the way it’s supposed to. This is the step most people miss. Neptune makes sure you don’t.
Fund Your Trust:
Pricing Comparison
Transparent Pricing. Concierge Support.
Personalized Plans.
DIY Template
$0-$599
No pre-lawyer guidance
Enforceability varies
No Lawyer Consultation
Basic template, one document
Neptune
$2,500
24/7 AI with top-lawyer insight, get clear on what you need before fees start
Enforceable
Revocable trust, pour-over will, durable POA, healthcare documents + guardianship if you have kids
Traditional Lawyer
$4-10k+
No pre-lawyer guidance
Enforceable
$300–$500/hr for Lawyer Consultation
Included documents: varies by firm
Neptune’s Leadership
Meet estate planning attorneys on Neptune
Experienced attorneys across the U.S. who help families plan for the future with clarity and care.
Nicholas Bennett
12+ years of experience, NY
Estate planning attorney advising individuals and couples on trusts, tax-aware estate planning, probate avoidance, and wealth transfer strategies.
Amanda Gordon
9+ years experience, TX
Estate planning attorney focused on wills, revocable trusts, advance health care directives, and estate plans for high-net-worth families and founders.
Michael Cotugno
9+ years of experience, NY
Estate planning attorney helping families with wills, trust-based plans, guardianship designations, and business succession planning.
Couples at top companies trust Neptune
Frequently asked questions
What does Neptune’s estate plan include?
Your plan includes a revocable living trust, pour-over will, durable powers of attorney, and healthcare documents. If you have minor children, it also includes a guardianship nomination.
Do I really need a trust, or is a will enough?
A will goes through probate – a public, court-supervised process that can take months and cost your family money. A revocable trust lets your assets pass directly to your partner or beneficiaries, privately, without court involvement.
We don’t have kids yet – do we still need estate planning?
Yes. Without the right documents, your partner might not be able to make medical decisions for you – or could face months of probate just to keep the home you share. A trust, POA, and healthcare directive protect you right now. Add guardianship later when kids are in the picture.
How does guardianship work?
You’ll name a guardian in your will – the person who would raise your kids if something happened to both parents. Neptune helps you think through the right choice, and your attorney makes it legally binding.
Is the initial consultation free?
Yes. You’ll get a free conversation with your estate planning attorney to share your situation and ask questions. After that, you decide whether to move forward.
How much does it cost?
$2,500, flat rate, all-in. That covers your revocable trust, pour-over will, durable power of attorney, healthcare documents, and guardianship nomination if applicable. No hourly billing, no surprise fees.
How long does the process take?
Most couples complete their estate plan in 2–4 weeks through Neptune. The AI intake helps you get organized upfront, so your attorney can focus on drafting – not discovery.
What if our situation changes later?
Life changes – new baby, new home, new state. Your trust and other documents can be amended. Neptune makes it easy to revisit and update your plan.
Can Neptune help with anything besides estate planning?
Yes. Neptune also helps couples with prenuptial agreements, tax filing, and more. If you’re building a life together, Neptune covers the legal and financial checkboxes along the way.