Your Journey to Peace of Mind
Discover a better way to protect your legacy with our expertly crafted legacy and estate planning packages.
Legal Confidence Meets Convenience
We merge the ease of online estate planning with the security of professional legal advice. Every document has been created or reviewed by an attorney, and you can choose to connect with them via email or a video call.
No guessing games, no surprises—just straightforward, expert guidance from the convenience of your car or couch.
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.
Our Plans
We have a plans for a variety of people, family structures, and situations.
Essential
Capture your basic wishes, document medical preferences, and access resources to protect your legacy with our essential plan.
Ideal for those without real estate or dependents.
Standard
Includes a Revocable Living Trust and essential supporting documents to avoid probate, plus direct attorney support plus everything in the Essential Plan.
Ideal for those with real estate or dependents.
Premium
Includes a personalized consultation, live attorney support, and a custom funding guide, plus everything in the Standard Plan for a fully customized plan.
Ideal for those with multiple real estate properities, dependents, or blended families.
How It Works
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A guided process that walks you through the essential questions and steps to create your estate plan. It autosaves so you can come back to it whenever you need to.
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Select the plan that suits your needs and complete the payment process, with flexible options like Klarna, Afterpay, and Sorbet.
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Depending on the plan you choose, an attorney while either email with you or you'll schedule a zoom meeting to discuss you reviews your documents to ensure they meet legal standards and align with your wishes.
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Secure delivery of your finalized documents will be shared via Dropbox for easy access and storage.
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Arrange for your documents to be signed and notarized in-person to make them legally binding.
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In order for your Trust to be most effective, you will need to transfer assets into your trust to ensure they are protected and distributed according to your plan.