Simple online estate planning
Protect Your Family and Help Avoid Probate Delays.
Estate Plans Direct provides a simple, guided path to creating your estate plan. Whether you prefer to work independently or want Done-With-You assistance, we'll help you take the next step toward protecting the people you care about.
Not strictly DIY. Estate Plans Direct is designed to be Done-With-You when extra guidance is helpful.
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 when needed
Why Estate Plans Direct
Estate Planning Made Simple
Estate Plans Direct helps individuals and families create estate planning documents through a simple online process. Whether you prefer to work independently or want Done-With-You guidance, we help make estate planning easier to understand and complete.
Done-With-You Support
Get guidance when you need it without feeling like you're navigating the process alone.
Simple Guided Process
Create your estate plan through a straightforward online process designed to make each step easier to understand and complete.
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.
What Can I Create?
Essential Estate Planning Documents
Depending on your situation, your estate plan may include several important documents designed to help protect your family and make your wishes known.
Last Will and Testament
Document how your assets should be distributed and who should handle your affairs.
Living Trust
Help your family avoid unnecessary probate delays and simplify asset transfers.
Power of Attorney
Authorize someone you trust to handle financial matters if needed.
Healthcare Directive
Document important healthcare wishes and treatment preferences.
Healthcare Power of Attorney
Designate someone to make medical decisions on your behalf.
Guardian Designations
Name guardians for minor children when applicable.
Done-With-You Guidance
You Don't Have To Figure It Out Alone
Some people prefer to move through the estate planning process on their own. Others want a little extra guidance along the way.
Estate Plans Direct is designed to support both approaches. Complete your estate plan at your own pace while knowing help is available when you need it.
- Guidance when questions arise
- Simple step-by-step process
- Support designed for real families
- Move at your own pace
Choose Your Estate Plan
Select the Plan That Fits Your Family
Not sure which plan is right for you? Select Will Plan for basic protection or choose the Complete Trust Plan for broader estate planning coverage and probate-avoidance tools.
Will Plan
A simple, affordable estate plan focused on documenting your wishes and naming guardians.
Includes:
- Last Will and Testament
- Guardian Designations (if applicable)
- Durable Power of Attorney for Finance
- Durable Power of Attorney for Healthcare
Complete Trust Plan
Designed for families who want a more complete estate plan with increased control and protection.
Includes everything in the Will Plan, plus:
- Revocable Living Trust
- Certificate of Trust
- Living Will
- Advance Directives
- Pet Instructions, if desired
Free guide
Download Our Free Estate Planning Guide
Learn the most common mistakes that leave families facing probate delays, unnecessary costs, and legal headaches—and how to avoid them.
Download the Free Guide
How it works
A simple path to getting started
Choose your plan
Select the estate planning option that fits your needs.
Complete payment
Securely pay online through Stripe.
Create your documents
After payment, continue to the estate planning platform to begin.
Frequently Asked Questions
Common Questions About Estate Planning
Do I need a trust or just a will?
A Will Plan is often appropriate for individuals and families seeking basic estate planning documents and guardian designations for minor children. A Complete Trust Plan includes a revocable living trust and additional documents designed to help manage assets and simplify transfers to beneficiaries.
Are these legally valid estate planning documents?
Yes. Your documents are prepared using attorney-developed estate planning forms designed to comply with applicable legal requirements. Once properly signed and executed, they become legally effective documents.
Can I complete everything online?
Yes. The process begins online and is designed to be simple and convenient. You'll provide your information through a guided questionnaire, and your documents will be prepared based on your responses.
What documents are included in the Complete Trust Plan?
The Complete Trust Plan includes a Revocable Living Trust, Certificate of Trust, Last Will and Testament, Durable Power of Attorney for Finance, Durable Power of Attorney for Healthcare, Living Will, Advance Directives, and optional Pet Instructions.
How long does the process take?
Most clients can complete their questionnaire in less than 30 minutes. Document preparation time varies, but you'll receive updates throughout the process.
Can married couples create documents together?
Yes. Both the Will Plan and Complete Trust Plan offer options for married couples. During checkout, you'll be able to select the option that fits your situation.
What happens after I purchase a plan?
After purchase, you'll receive access to a secure questionnaire. Once completed, your information will be reviewed and used to prepare your estate planning documents. You'll receive instructions for signing and finalizing your plan.
Contact
Have questions before getting started?
Send us a message and we’ll help point you in the right direction.
Response Time: Typically within 1 business day.