Create your trust, will, powers of attorney & more online—faster, simpler, and built for your real life. Get legal peace of mind without the legal headache.
More Than Just Forms—It’s Your Future
What’s Included in Your Estate Plan
Your Estate Plan is a fully digital, state-specific package designed to help you organize your wishes, protect your assets, & support your loved ones—without stepping into an office. Whether you're planning for tomorrow or preparing for the unexpected, we make it simple.
Each document is carefully structured, thoughtfully explained & delivered in a format you can understand and use. You'll have everything you need to build a lasting, legally valid estate plan with confidence.
Revocable Living Trust
Establish a flexible trust that protects your assets & outlines your wishes while allowing changes as your life evolves.
Certificate of Trust
A shortened version of your trust used to confirm its existence when handling bank accounts or property—without revealing private details.
Pour-Over Will
Ensures that any assets accidentally left out of your trust still follow your intentions by transferring them into the trust upon your passing.
Financial Power of Attorney
Appoint someone you trust to handle your financial affairs if you’re ever unable to.
Living Will
Outlines your medical wishes for care or life support if you become unable to communicate them yourself.
Medical Power of Attorney
Designates a person to make healthcare decisions on your behalf, aligned with your preferences & values.
Declaration of Remains
Specify your final wishes regarding burial, cremation, memorials & other arrangements so your loved ones don’t have to guess.
HIPAA Authorization
Gives your medical agent access to your healthcare records, so they can advocate for you when it matters most.
Choose the Right Plan for You
Whether you want one-on-one support or prefer to move at your own pace, we’ve got you covered—no confusion, no pressure.
Yes! Every estate plan we provide is fully customized to your state’s laws and comes with detailed instructions to ensure your documents are properly signed, witnessed, and notarized.
How long does it take to complete my estate plan?
Most people complete the online intake form in 15–20 minutes. Your complete, expert-reviewed documents are typically delivered within 5–7 business days. If you choose our Concierge Service, expedited options are available.
What’s the difference between this and a simple Will?
A Will still goes through probate court — which is costly, time-consuming, and public. Our estate plan is trust-based, which means it can help your loved ones avoid probate entirely and access assets faster, privately, and without court involvement.
Do I need a lawyer to use this plan?
No lawyer is required. We’re not a law firm—but we provide detailed, legally sound documents you can complete on your own or with our guidance. For more complex needs, we’ll let you know when it may be wise to consult a licensed attorney.
What if I need help during the process?
You’re never on your own. Our support team is here to answer questions and guide you through each step. With the Concierge option, you’ll also receive one-on-one personalized support from start to finish.
Let’s Make This Easy
If you’re not sure what you need, or you just want a second set of eyes, we’re happy to help. Reach out anytime for a planning call or questions.
