Simple, Comprehensive &
Convenient Estate Planning

Comprehensive, Simple, & Convenient Estate Planning

PROTECT YOUR LEGACY, YOUR PEACE OF MIND,
AND YOUR LOVED ONE'S FUTURE

PROTECT YOUR LEGACY, YOUR PEACE OF MIND, AND YOUR LOVED ONE'S FUTURE

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View The Workshop

In-Depth Plans Ensure Your Wishes Are Fulfilled

Don’t stop simply at who gets what. Our plans not only allow you to decide who your beneficiaries are, but also HOW they receive their inheritance.

Watch the Workshop

You're Not Alone

WE'LL GUIDE YOU EVERY STEP OF THE WAY

WE’LL GUIDE YOU EVERY STEP OF THE WAY

1

CREATE YOUR PLAN

Getting started is the single most important step you can take. Remember you can always make changes!
2

MAINTAIN & MONITOR

Changing up the plan, adding or removing assets or simply making sure everything is up to date.
3

EXECUTE & SETTLE

Your trustee has all the tools and resources to ensure an easy transition.

TAILORED DOCUMENTS

Our system creates customizable documents specifically for you.

ACCESS & UPDATE ANY TIME

No need for expensive lawyers, simply log in to your account and make your changes. It’s that easy!

SUPPORT WHEN YOU NEED IT

Have questions or not sure if you’re doing it right? Our experts are only a click away.

MANAGED BY ATTORNEYS

Peace of mind knowing that an attorney is by your side without the attorney price tag.

SAVE MONEY & TIME

From the comfort of your own home and on your time for a fraction the cost. What more could you ask for?!

SAFE & SECURE

Our encrypted cloud servers ensure the safety and security of your documents. Your plan is locked away and only you or the ones you approve can access it.

Stop Worrying About the Future.
Secure it Today.

Estate plans can be complicated.
But they don't have to be hard, expensive or overwhelming.

GET YOUR ESTATE PLAN