Let's focus on the essentials
Wills & Trusts
Starting at $595, create new Will and Trusts in under 20 minutes, or upload an existing document for analysis and updates.
Health Care Directive
Free with any Will or Trust, create a Medical Power of Attorney and Living Will in under 10 minutes.
Power of Attorney
Free with any Will or Trust, create a Power of Attorney tailored to your state laws in under 5 minutes.
Will-Based Estate Plan
Personalized, state-specific plan for your assets, children, medical care, and final arrangements.
$595
Documents included:
Last Will & Testament
HIPAA Authorization
Living Will
Power of Attorney
Money-back Guarantee
If you are unsatisfied with your completed documents, contact us within 30 days of your purchase to request a refund.
Trust-Based Estate Plan
All of the coverage of a Will, plus the benefit of avoiding probate to reduce family burden.
$1,295
Documents included:
Revocable Living Trust
Schedule of Assets
Pour Over Will
HIPAA Authorization
Living Will
Power of Attorney
Certification of Trust
Money-back Guarantee
If you are unsatisfied with your completed documents, contact us within 30 days of your purchase to request a refund.
Plan today and avoid headaches tomorrow
550 hrs
An executor or trustee spends 500+ hours cleaning up a messy estate.
43%
Many families report conflict due to poor planning and communication.
Now, let's get organized
Personal
Family, pets, personal history, and wisdom to pass along to the next generation.
Taxes
Historical state and federal tax returns and supporting documents.
Legal
Estate planning, marriage (and divorce), business documents and succession plans.
Property
Vehicles, real estate, and other property to create a Personal Property Memorandum.
Financial
List of assets and debts to make clear inventories and avoid discovery efforts.
Insurance
Life, home, auto, and health insurance policies and beneficiaries.
Comprehensive guides for you and your loved ones.
Complete Guide to Estate Planning
Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you and your family.
Complete Guide for Executors
Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way.
Complete Guide for Trustees
Being a Trustee is a significant legal and operational role. This guide includes everything from taxes to liability to fiduciary duties.
