Your Legacy.

Your Way.

Legacy and estate planning for women with many hats.

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Traditional Estate Planning has ignored women’s unique legacies for far too long.

You deserve more.


Protect your legacy with a plan designed for women, by women—ensuring your values and loved ones are protected.

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By The Numbers

  • 3 Out Of 4 Women

    Women's estate plans often hold greater significance than men's since 3 out of 4 women are single at life's end.

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  • 72% of Women

    And 59% of men lack an estate plan, with even lower rates observed in BIPOC and LGBTQIA+ communities.

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  • Wills Don't Avoid Probate

    53% of people think a will is enough to avoid probate but it doesn’t.

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Don’t hide from reality.

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By 2043, $84 trillion will be passed between generations in the US. This is the greatest wealth transfer in history. Unfortunately, legal and probate fees could consume 2%-10% of this wealth, with the settlement process averaging 15 months and requiring an additional 20 hours per week from those managing estates.

You can avoid this by creating a trust-based estate plan to protect your estate. Don’t let your legacy be dimmed by a poor estate plan.

Our Estate & Legacy Planning Services

  • Revocable Living Trust

    Pour-over Will

    Certificate of Trust

    Durable Power of Attorney

    Advanced Medical Directives

    Quitclaim Deed Templates

    Implementation Guide

    Settlement Guide

    Custom Funding Guide

    Letter of Wishes

    Free Basic Amendments (e.g. addition of a child)

    One-hour call with an Estate Planning Attorney

  • You’ll want to have a rough idea of the following:

    1. Who you want in charge of the Trust if you can’t be. This is the Successor Trustee, ideally you’ll have a backup as well.

    2. Who you want as beneficiaries and a general idea of what you want them to receive.

    3. Who you want as the guardian of any minors, individuals with special needs, or pets.

    You don’t need you social security number, bank account numbers, the exact value of your assets.

  • This depends on many factors. We recommend taking our quiz to dive deeper into the specifics.

  • We provide all the typical documents a firm would provide in addition to:

    Implementation Guide
    Custom Funding Guide
    Settlement Directions
    Free Basic Amendments

  • Our plans are $2,500. We won’t ask to see a list of your assets so we can charge you more, we always make sure you get time with an estate planning attorney, and we’re here to answer your questions about how to fund the trust at now extra cost.

How It Works

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  1. Complete our intake 7-Step Intake Journey.

  2. Choose your estate package.

  3. Receive your full estate plan and details on how to put it to work.

  4. Live easy knowing your legacy and loved ones are protected.

Start Planning