top of page
Home.png

Online

Estate Planning

For Busy Professionals

Decorative.png
Button_edited.png
Button_edited.png
Button_edited.png
Button_edited.png

CELEBRATE BLACK FRIDAY WITH $500 OFF!

Score $500 our DIY and Done-For-You Options From November 24th to November 27th

A New Way to Do Estate Planning

We understand that the legal landscape is changing, and many people are looking for smarter, more modern ways to create legally binding documents.

Our DIY legal document services are easy to use and provide step-by-step instructions and guidance through video trainings to help you protect and provide for you and your family. Our platform is designed to be user-friendly and accessible, so you can create your documents at your own pace, on your own schedule.

We also now offer a Do-It-For-You option as well. 

Fill out our quick Questionnaire and we will email you the completed documents for printing, signing, and notarizing. 

Accent Image_edited.png
doc_edited.png

Want to learn more?
Don't know where to start? 

Check out our informative and helpful workshop which explains:

  • exactly what the dreaded probate is,

  • how having just a will doesn't avoid it for your heirs, 

  • how having an estate plan does, and more great tips. 

Untitled design (1).png
QUIZ TIME copy.png

Or. . .

Or, take our fun interactive Quiz here to find out which set of documents would be best for you!

Are you a Will type person? Need the full set to protect you and your family? Have older parents or young kids off to college?
Find out which fits you here!

Navigate Your Estate Planning
Options with Ease

Your Estate Plan online offers 3 options for you to choose from:

Your Estate Plan, The Will, and The Power of Attorney.

Each option is a package of the necessary documents to make sure you and your legacy are prepared and covered, during life and after your death.

 

We now offer a Do-It-For-You option as well.

Don't feel confused or overwhelmed, we got you. Just fill out a quick questionnaire and we will email you the completed documents for you to print, sign and notarize. 

Home.png

READ THE REVIEWS

The videos are really, really helpful.  The pace of the explanation is great and I love the ability to go back and relook at a section for clarification."

Deena Levies,
 

Untitled design copy.png

 This is an amazing product.

I feel good about this process!

It is affordable.  
The presentation is very personable which I know can be very tough when you are talking to a camera.  The word choice and explanations are very understandable."

Tom Smithenson, 

Untitled design (1).png

I love the ability to do this at my pace. I really like the way you stress how much us completing this helps our loved ones."

Tilly Green,
 

Untitled design.png
Accent image_edited.png
accent.png

Say Hello to
Peace of Mind
- Forever

Creating your estate plan has never been easier. With our attorney-reviewed and fully customizable fill-in-the-blank documents, you'll never have to worry if you made the right decision - Your Estate Plan offers everything you need in order to create and complete the process of estate planning.

Home.png

How it Works

1

Answer a Series of Questions

With our Estate Planning workbook, you will work through the tough questions to prepare you for filling out Your Estate Plan. 

Estate planning workbook (2).png

2

Create

Your Estate Plan

Easy-to-follow (and implement), step-by-step video instructions on how to fill in and complete each document in Your Estate Plan

We walk you through exactly how to adapt each template to you and your unique life.

Easy-to-understand (and implement), step-by-step instructions on all of the legal steps you need to confidently create Your Estate Plan to avoid probate through a revocable living trust.

3

Sign & Notarize

Ensuring your Estate Plan documents are finalized with proper signatures, witnesses, and notarizations is a crucial step in protecting your assets and ensuring your wishes are fulfilled. Signing your Estate Plan documents is not only a legal requirement, but it also provides peace of mind for you and your loved ones.

4

Fund Your Trust

In order to fall under the specific protections and provisions you've outlined in Your Estate Plan and to avoid probate, your assets will need to be physically transferred to your trust. We provide you with a handy guide to help walk you through the process and how to effectively do this.

And if you get stuck, rest assurd we are here to help. 

Not Sure Where to Start?

We understand that Estate Planning is generally an item on your To-Do list that keeps getting pushed toward the bottom of your list. Let’s be honest, it’s not the prettiest or most fun thing to do and it requires you to think about things that you just don’t want to think about. But, it is so important to ensure that your family is planned for and protected.

We've created an easy-to-follow workbook to help walk you through those difficult questions.

Estate planning workbook (2).png

Download our FREE Estate Planning Workbook

bottom of page