Get Started With Your Estate Plan

YOU’VE WORKED HARD TO BUILD A LIFE FOR YOURSELF AND YOUR LOVED ONES. MAKE SURE THAT YOUR LEGACY LIVES ON

Your Life’s Work Deserves to be Handled With Care

What used to be intimidating, expensive and a headache overall, we’ve transformed into a simple and cost effective experience for everyone. Our guiding purpose is to revolutionize everything you’ve ever heard, thought or seen about estate planning.

It can be difficult to know where to even begin. For many families that becomes the biggest reason they never get started in the first place. Our online software guides you and your family through the process, making every step as clear and painless as possible.

What to Expect

After purchasing your estate plan, the biggest hurdle is knowing how to get started. Fortunately we’ve made that the easy part!

Create Your Account

This will be home for all your documents online, access them wherever you are. You can create, manage, change or print documents as you wish, all for free forever!

Have a conversation

The decisions you’re making are important. While you can always go back to make changes, it’s important to discuss your wishes with the people who are closest to you before putting ink to paper.

Have your documents ready

While inputting your information you may be asked to provide details about real estate, life insurance, Retirement accounts, etc. Have this type of information on hand if available. Remember you can always make changes later!

Print, Sign, Get it Recorded!

This is the MOST important thing YOU must do. Don’t get nervous though - we walk you through the process step by step.

Access & Adjust Your Plan Whenever You Need To

LIFE HAPPENS, AND WHEN IT DOES, CHANCES ARE YOU’LL NEED TO ADJUST YOUR PLAN.

No Extra Fees.

Forever.

FAQs

HAVE QUESTIONS? WE HAVE ANSWERS!

What’s included in the living trust package?

Our trust package includes
  • Revocable Living Trust
  • Pour Over Will
  • Durable Power of Attorney
  • Comprehensive transfer agreement
  • Certification of trust
  • Declaration of trust
  • Advance healthcare directive – Living will and power of attorney for medical needs
  • Letter of intent to return home
  • HIPPA Waiver

I have a will, do I really need a living trust?

We get this question almost every day. A will by definition is simply instructions to the probate court judge. A will alone puts your family directly into probate court. If you own a home or any real estate, then you likely need a living trust in order to avoid probate.

How is working with you different from going directly to a local law firm?

The single biggest difference is Cost. However, with the input of 50 attorneys nationwide, it’s absolutely better than a sole attorney structuring your full estate plan. The sheer volume of experience built into our program makes working with us a huge benefit. We deliver the exact work product as one of our own attorneys who charges between $3,000 to $6,000 for a fraction of that cost.

What is the cost of a trust package?

We offer a complete and full estate plan, including All of the documents listed above, and more, for only $1,495 for a married couple and only $1,295 for a single person.

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