Estate planning tool to create and manage documents. Offers packages for wills, trusts, and legal support. Provides guidance through estate planning questions.
Features
Estate Planning
Simplifies the process of making an estate plan by offering a user-friendly interface.
Document Generation
Automatically creates the necessary documents for estate planning based on user input.
Legal Guidance
Provides step-by-step legal guidance to ensure all forms are correctly filled out.
Free Plan
Create your estate plan on your own. Includes access to social media and digital account inventory tool.
Individual Plan
Annual check-ins and updates by certified experts. Includes everything in the Free Plan plus guidance and recommendations from experts.
Complete Plan
Annual check-ins and updates with a real attorney one-on-one. Includes custom documents and advice for trustees and executors.
Comprehensive Plans
Allows you to securely manage your estate with a partner, updates key documents, and shares access with important individuals like heirs or trustees.
Interactive Estate Planning
Enables you to create an estate plan at your own pace without an attorney, automates document generation, and factors in personal choices regarding medical treatment, possessions, and dependents.
Plan Builder
Allows you to create an estate planning document quickly, moving from nothing to a complete plan without lengthy legal procedures.
Simple Will Creation
Provides an easy way to create a will, specifying who receives your assets, guardianship of minors, and more.
Peace of Mind Protection
Ensures that your planning documents are stored safely and can be easily accessed when needed.
Subscription Option
Offers a subscription model where you continue accessing and updating your documents over time.
Secure and Complete Estate Planning
Allows you to create wills and legal documents to ensure your estate is handled according to your wishes.
Customizable Plans
Users can build their estate plans in minutes with customizable options.
Notifications
Receive notifications for any financial updates related to your plan.