Protect your family's estate
Build out your living trust, last will & testament, powers of attorney, living will, and HIPAA authorization to protect your legacy, help avoid probate costs, and reduce unnecessary delays for the people you love.
Your trust, set up the easy way.
Get access to easy, self-guided software that walks you through the process step by step and produces the five necessary documents your family needs, without the complexity or the price tag of doing it all through a law firm.
The 5 necessary documents
- Living trust, tailored to your family and goals
- Last will & testament
- Financial & healthcare powers of attorney
- Living will
- HIPAA authorization
Key benefits
- Easy to keep updated as your life changes
- Guidance designed to help avoid probate costs and delays
- Keep your estate details private and out of public probate court
- Ongoing access to support as your plan evolves
Who it's for: individuals and families who want their core estate documents prepared and organized in one place, especially parents, homeowners, and anyone with assets or dependents they want to protect.
Begin your estate plan
Enter your details to continue to checkout. We only ask for the basics to begin, no sensitive information at this stage.
You'll continue to a secure checkout to complete your purchase. General information only. Not individualized legal or tax advice.
A clear process, start to finish.
Free Consultation
We learn about your family, assets, and goals so your plan reflects your values.
Personalized Plan
We design a purposeful estate plan built around your specific situation.
Preparation & Signing
Your documents are prepared, and we guide you through review and signing.
Ongoing Support
Get continued access to support as your family's needs evolve.