Clear wishes
Put your decisions in writing so loved ones know what matters to you.
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Simple, guided estate planning
Protect the people you love. Plan with confidence.
Create a personalized estate plan with clear guidance from beginning to end, so your wishes are known and your family is prepared.
Need more flexibility?
Payment plans are available.
A plan built around your life
Everything important, thoughtfully organized.
- ✓ Make your wishes clear
- ✓ Help loved ones avoid uncertainty
- ✓ Keep important documents together
- ✓ Get professional guidance
✓ Trusted guidance since 2021
50,000+
trust plans created
Guided
from start to finish
Flexible
payment options available
Why planning matters
Estate planning is an act of care.
A well-prepared plan can help protect your family, reduce uncertainty, and make difficult moments easier to navigate.
Less uncertainty
Give your family a clear path through financial, legal, and healthcare decisions.
Lasting protection
Build a plan designed to protect the people and priorities at the center of your life.
Your plan, all in one place
The documents that help protect your family.
Your guided plan brings together the essential documents your family may need.
✓
Protect Your Wishes
Last Will and Testament
✓
Avoid Probate Delays
Living Trust
✓
Financial Protection
Power of Attorney
✓
Healthcare Decisions
Healthcare Directive
✓
Medical Representation
Medical Power of Attorney
✓
Protect Minor Children
Guardian Designation
Expert help, without the overwhelm
You don't have to figure it out alone.
✓ Guidance at every step
✓ Easy-to-answer questions
✓ Documents tailored to your choices
Why Bypass Probate
Estate Planning With Guidance Every Step of the Way
Estate planning can feel overwhelming, but you don't have to navigate it alone. Every plan includes a personal consultation and support from experienced professionals who can answer questions and help you move forward with confidence.
Done-With-You Process
Every plan includes guidance and support to help make estate planning easier and less stressful.
Personal Consultation Included
Your estate planning specialist will answer questions and help you move forward with confidence.
Support Designed for Real Families
Estate planning isn't just for the wealthy. It's for anyone who wants to protect loved ones and make their wishes known.
Choose your estate plan
Select the plan that fits your family.
Get the essential documents you need in one guided, easy-to-follow process.
Payment options are available for both plans.
Essential protection
Will Plan
A focused plan for documenting your wishes and protecting your family.
- ✓ Last Will and Testament
- ✓ Power of Attorney
- ✓ Healthcare Directive
- ✓ Guardian designation
Regular price
$1,195
Sale price
$845
Get started →
Payments plans available
Most comprehensive
Complete protection
Complete Trust Plan
A comprehensive plan for organizing your estate and helping avoid probate delays.
- ✓ Everything in the Will Plan
- ✓ Living Trust
- ✓ Trust transfer guidance
- ✓ Complete document package
Regular price
$1,995
Sale price
$1,495
Get started →
Payments plans available
A simple path forward
From questions to a completed plan.
Choose your plan
Select the protection that best fits your family.
Share your wishes
Your estate planning specialist will guide you through the process.
Complete your plan
Receive the documents that put your decisions in writing.
Frequently asked questions
Answers for the next step.
Estate planning can feel complicated. These answers help make it clearer.
What happens if I don't have an estate plan? ⌄
Without a plan, state law may determine how your assets are distributed and who handles important decisions. A clear plan helps your family understand and carry out your wishes.
Do I need a will? ⌄
A will records key wishes, including how property should be distributed and who should care for minor children. The right documents depend on your family and goals.
Do I need a trust? ⌄
A trust can help organize how assets are managed and transferred. The guided process helps you understand whether a trust plan fits your needs.
How long does the process take? ⌄
The consultation is approximately 45 to 60 minutes.
Can I make payments? ⌄
Yes. Payment options are available if you prefer to spread out the cost of your plan.
Will I receive help along the way? ⌄
Yes. During your consultation, your estate planning specialist will provide guidance on your plan options and then guide you through the process.
Questions before getting started?
Let's help you find the right path.
We're happy to answer questions about the planning process, the differences between plans, or help you determine which option may be right for your family.