Secure Family Continuity Setup

Complete your Family Continuity Setup

Review the offer, complete secure payment, and create your PolicyDoctor account immediately afterward.

Secure payment processed by Stripe First year included Annual renewal until canceled

Order summary

Family Continuity Setup

First year included
$349
one-time guided setup

First year included. Then $149/year after the included first year. Annual renewal continues until canceled.

  • Guided setup
  • First year included
  • Trusted-person setup
  • Access verification
  • Annual review cycle

What happens next: payment is completed first. Account creation begins after successful payment, so your guided setup can start with the right permissions and trusted-person access in place.

Billing clarity

Charged today$349
First year of annual serviceIncluded
First renewal dateAugust 28, 2027
Renewal begins after the included first year$149/year
Annual renewalContinues until canceled
Monthly planNot offered

Cancel before the next billing date to avoid the next renewal. The $349 setup charge is separate from the $149 annual renewal that begins after the included first year.

Trust, security, and scope

Secure payment is processed by Stripe.
Card details do not touch PolicyDoctor servers.

Account creation begins after successful payment.
Your guided Family Continuity Setup starts once checkout is complete.

PolicyDoctor organizes customer-provided information.
It does not provide legal, financial, tax, insurance, investment, estate-planning, or fiduciary advice.

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