Comprehensive legacy and estate planning built with heart not hassle.
Legal Confidence Meets Convenience
Thinking about and planning for the worst can be confusing and overwhelming. That’s why our 7-Step Journey will walk you through all the items you need to consider to make a holistic estate plan.
No guessing games, no surprises—just straightforward, clear steps from the convenience of your couch or car.
Packages & Pricing
Essential Package $99
Overview
Ideal for those without real estate or dependents, our essential package has all the basics you need to ensure that your medical, emotional, and legal wishes are documented. This package does not avoid probate though.
Highlights
✅ Basic Will
✅ Health Care Proxy & Living Will
✅ End-of-Life Celebration Wishes
❌ Real Estate or Dependents
❌ Probate Fees
Standard Package $499
Overview
Best for those with real estate or dependents since it includes everything in the Essential Package as well as a Revocable Living Trust. This package will help you avoid a costly settlement process, aka probate.
Find out how much your estate could lose to probate here.
Highlights
✅ Revocable Living Trust
✅ Attorney Review via Email
✅ Digital Details Overview
✅ Implementation Guide
✅ Avoid Probate
Do I need an estate plan?
The term “Estate Plan” can be misleading—you don’t need a large estate to need one. It’s actually an umbrella term that covers a variety of important documents, including wills, advanced medical directives, and even your end-of-life celebration wishes.
“I’m not rich”
Estate planning isn’t just for the wealthy. It’s about protecting your assets and wishes, regardless of how much you own.
“I’m too young”
Life is unpredictable. Estate planning ensures your wishes are respected at any age. Don’t let a tragedy be harder on your loved ones by not having a plan.
“I don’t have a family”
Even without kids or a spouse, you need a plan to decide who handles your affairs, inherits your assets, and serves as your health care proxy.
A Will is a good start, but is it enough?
Most people don’t realize that a Will alone won’t keep you out of probate court. That’s why you will be able to upgrade to our Standard Package whenever you’re ready, which includes a Revocable Living Trust. This will give you and your loved ones more control while saving time, money, and heartache.
“Probate Will Cost You”
AARP’s study found that probate costs can consume 5-10% of an estate's value, with smaller estates facing even higher costs, sometimes up to 20%.
“Trusts Are Better”
The National Association of Estate Planning Attorneys notes that in the 1980s and 1990s, estate planners debated wills versus living trusts. Today, living trusts are widely recognized as the better choice for our modern, mobile society.
“6 Months to 2 Years”
The probate process varies by state and case, meaning even a relatively simple estate can take anywhere from six months to two years to settle.