Simple online estate planning
Protect Your Family and Help Avoid Probate Delays.
Guided online estate planning with one-on-one support. Every plan includes guidance from an estate planning specialist who will walk you through the process from start to finish.
What an Estate Plan Can Help You Do
- Help your family avoid unnecessary probate delays
- Make your wishes known and documented
- Choose who will handle important decisions
- Protect loved ones from avoidable legal headaches
- Create an estate plan with guidance and support
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
Meet with a planning specialist who can 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.
Your Estate Plan Includes
The Documents That Help Protect Your Family
Your estate plan is built around legal documents that help protect your family, communicate your wishes, and make difficult decisions easier for your loved ones.
Protect Your Wishes
Last Will and Testament
Directs how your assets should be distributed and who will carry out your wishes.
Avoid Probate Delays
Living Trust
Allows assets to be managed and transferred according to your instructions.
Financial Protection
Power of Attorney
Authorizes someone you trust to handle financial matters if needed.
Healthcare Decisions
Healthcare Directive
Communicates your medical wishes and treatment preferences.
Medical Representation
Healthcare Power of Attorney
Allows a trusted person to make healthcare decisions on your behalf.
Protect Minor Children
Guardian Designations
Identifies who should care for minor children if necessary.
Done-With-You Guidance
You Don't Have To Figure It Out Alone
Estate planning can feel overwhelming, but you don't have to navigate it alone. Every plan includes one-on-one guidance from an estate planning specialist who will walk you through the process from start to finish.
- Done-with-You process
- One-on-one guidance from a specialist
- Simple step-by-step process
- Support designed for real families
Every Plan Includes
Professional Guidance From Start to Finish
Every estate plan includes personalized support to help make the process simple, straightforward, and stress-free.
Personal Consultation Included
An estate planning specialist will answer questions and guide you through the process.
Guided Completion Process
Receive step-by-step assistance to help ensure your estate plan is completed correctly.
State-Specific Documents
Documents are prepared using attorney-developed forms designed for your state.
Choose Your Estate Plan
Select the Plan That Fits Your Family
Celebrate America's 250th Birthday with 40% savings on our most popular estate planning packages. Limited-time pricing available now.
Every plan includes one-on-one guidance from an estate planning specialist who will walk you through the process from start to finish.
Will Plan
Essential protection designed to document your wishes and provide important support for your loved ones.
Best for families who want to:
- Name guardians for minor children
- Decide who receives their assets
- Document healthcare wishes
- Designate trusted decision makers
- Complete their plan with one-on-one guidance
$1,160
$695
4th of July Sale • Save $465
Get StartedFlexible Payment Plans Available
Complete Trust Plan
A more comprehensive estate plan designed to help protect your family, maintain privacy, and avoid probate delays.
Best for families who want to:
- Help avoid probate delays
- Simplify asset transfers to beneficiaries
- Keep more matters private
- Reduce stress on loved ones
- Complete their plan with one-on-one guidance
$1,995
$1,195
4th of July Sale • Save $800
Get StartedFlexible Payment Plans Available
How it works
A simple path to getting started
Choose Your Plan
Select the estate planning option that best fits your family's needs.
Schedule Your Guided Session
After purchase, you'll receive an email with a link to schedule your planning session.
Complete Your Estate Plan
Meet with your estate planning specialist who will guide you through the process from start to finish.
Frequently Asked Questions
Common Questions About Estate Planning
Why are your prices lower than hiring a traditional attorney?
Our guided process combines technology with one-on-one support to make estate planning more accessible and affordable. By streamlining much of the process online, we're able to reduce overhead and pass those savings on to our customers. You'll still receive personalized guidance every step of the way, often at a fraction of the cost of traditional estate planning services.
What happens if I don't have an estate plan?
If you pass away without an estate plan, state law determines how your assets are distributed. This may exclude people you intended to include, create delays and added costs, and leave important decisions up to the court.
Do you offer payment plans?
Yes. Flexible payment plans are available through Klarna during checkout. Simply select Klarna as your payment method and follow the on-screen instructions to view available payment options and terms.
Do I need an estate plan if I'm young or not wealthy?
Yes. Estate planning isn't just about age or wealth. It can help ensure someone can manage your finances if you're incapacitated, your healthcare wishes are respected, and your loved ones aren't left guessing during an emergency.
What is probate?
Probate is the court process used to validate a will and distribute assets after someone passes away. Probate can be time-consuming, expensive, and public. Many families use trusts as part of their estate plan to help avoid probate delays and expenses.
What is a Revocable Living Trust?
A Revocable Living Trust is a legal document that allows you to maintain control of your assets during your lifetime while providing instructions for how they should be managed if you become incapacitated or pass away. It can help avoid probate and provide greater privacy than a will alone.
Do I need a trust or just a will?
Not sure whether you need a Will Plan or a Complete Trust Plan? Simply click Get Started on either option and create your free account. You'll answer a few quick questions, and we'll recommend the plan that may be the best fit for your needs. You'll still have the final choice and can select whichever plan you prefer.
How are my documents stored and protected?
Your estate planning documents are stored securely using advanced encryption and can only be accessed by authorized individuals. You may also choose to share access with trusted family members or advisors.
Are these legally valid estate planning documents?
Yes. Our documents are attorney prepared and have been approved in all 50 states.
Can I change my estate plan later?
Yes. Life changes, and your estate plan should change with it. Most people should review their estate plan every 3–5 years or whenever a major life event occurs, such as marriage, divorce, the birth of a child, significant changes in assets, or moving to a new state.
What happens after I purchase a plan?
After purchase, you'll receive an email with a link to schedule your guided planning session. Your planning specialist will walk you through the process from start to finish and help gather the information needed to create your estate plan.
Can I complete everything online?
Yes. The entire process can be completed online. Every plan includes one-on-one guidance from an estate planning specialist who will walk you through the process from start to finish.
How long does the process take?
Most people are able to complete the documents during the appointment with their estate planning specialist. The process is designed to be simple and straightforward from start to finish.
Can married couples create an estate plan together?
Yes. Both the Will Plan and Complete Trust Plan are available for married couples.
Contact
Have questions before getting started?
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.
Response Time: Typically within 1 business day.