Your Journey to Peace of Mind
Discover a better way to protect your legacy with our expertly crafted legacy and estate planning packages.
Legal Confidence Meets Convenience
We merge the ease of online estate planning with the security of professional legal advice. Every document is finalized by an attorney, and you can choose to connect with them via email or a video call.
No guessing games, no surprises—just straightforward, expert guidance from the convenience of your car or couch.
Do I need an estate plan?
The term “Estate Plan” can be misleading—you don’t need a large estate to need one. It’s actually an umbrella term that covers a variety of important documents, including wills, advanced medical directives, and even your end-of-life celebration wishes.
“I’m not rich”
Estate planning isn’t just for the wealthy. It’s about protecting your assets and wishes, regardless of how much you own.
“I’m too young”
Life is unpredictable. Estate planning ensures your wishes are respected at any age. Don’t let a tragedy be harder on your loved ones by not having a plan.
“I don’t have a family”
Even without kids or a spouse, you need a plan to decide who handles your affairs, inherits your assets, and serves as your health care proxy.
Our Plans
All of our plans are Revocable-Living Trust Based Estate Plans which will help you avoid probate.
Essentials
$750
Ideal for those with simpler estates (no real estate or dependents) who want a revocable living trust and are comfortable handling it through email with an attorney.
-
Advanced Medical Directive & Recommendations
Celebration-of-Life Wishes Overview
Digital Details Summary
Legacy Type Profile
-
7-Step Digital Intake Journey
Revocable Living Trust
Pour-over Will
Certificate of Trust
Durable Power of Attorney
Quitclaim Deed Templates
Implementation Guide
Settlement Guide
Funding Guide
Email-based Attorney Review
Enhanced
$1,000
Best for those with moderately complex estates (real estate or dependents) who prefer a more personalized experience, including face-to-face time with an attorney.
-
Advanced Medical Directive & Recommendations
Celebration-of-Life Wishes Overview
Digital Details Summary
Legacy Type Profile
-
7-Step Digital Intake Journey
Revocable Living Trust
Pour-over Will
Certificate of Trust
Durable Power of Attorney
Quitclaim Deed Templates
Implementation Guide
Settlement Guide
Funding Guide
Email-based Attorney Review
-
Instead of just emailing, the Enhanced Plan gives you face-to-face time with an Estate Planning Attorney via Zoom.
Complete
$2,500
Perfect for those with complex estates who want comprehensive support, including in-home document signing with a notary and witnesses.
-
Advanced Medical Directive & Recommendations
Celebration-of-Life Wishes Overview
Digital Details Summary
Legacy Type Profile
-
7-Step Digital Intake Journey
Revocable Living Trust
Pour-over Will
Certificate of Trust
Durable Power of Attorney
Quitclaim Deed Templates
Implementation Guide
Settlement Guide
Funding Guide
-
You will have a 60-minute meeting with an Estate Planning Attorney via Zoom.
-
With the Complete Plan, a notary and two witnesses will bring your documents to your home or office for signing.
Why isn’t a Will enough?
Most people don’t realize that a Will alone won’t keep you out of probate court. That’s why all our plans are Revocable Living Trust-based Estate Plans, giving you and your loved ones more control while saving time, money, and heartache.
“Probate Will Cost You”
AARP’s study found that probate costs can consume 5-10% of an estate's value, with smaller estates facing even higher costs, sometimes up to 20%.
“Trusts Are Better”
The National Association of Estate Planning Attorneys notes that in the 1980s and 1990s, estate planners debated wills versus living trusts. Today, living trusts are widely recognized as the better choice for our modern, mobile society.
“6 Months to 2 Years”
The probate process varies by state and case, meaning even a relatively simple estate can take anywhere from six months to two years to settle.
How It Works
-
A guided process that walks you through the essential questions and steps to create your estate plan. It autosaves so you can come back to it whenever you need to.
-
Select the plan that suits your needs and complete the payment process, with flexible options like Klarna, Afterpay, and Sorbet.
-
Depending on the plan you choose, an attorney while either email with you or you'll schedule a zoom meeting to discuss you reviews your documents to ensure they meet legal standards and align with your wishes.
-
Secure delivery of your finalized documents will be shared via Dropbox for easy access and storage.
-
Arrange for your documents to be signed and notarized in-person to make them legally binding.
-
In order for your Trust to be most effective, you will need to transfer assets into your trust to ensure they are protected and distributed according to your plan.