Estate Planning with Wills & Trusts
Explore how our expert strategies using wills and trusts can secure your legacy. Estate planning may feel complex, but these tools ensure your assets are protected, your wishes are clear, and your loved ones are cared for. Our team is here to simplify the process and guide you with confidence.
Estate planning for everyone
Documents written by expert estate planning attorneys. Everyone should have access to affordable, attorney-drafted solutions to protect their family and give them peace of mind.
Trust - Effective Estate Planning
A Revocable Living Trust puts you in charge of your assets now and lets you pass them on exactly as you want. It saves your family thousands or even millions in probate costs, avoids court hassles, and protects your loved ones with ease.
Privacy - Keep Your Legacy Private
A simple will exposes your assets to public view, inviting unwanted attention during tough times. A funded trust locks in your privacy, keeps you in control, and protects your family from stress and prying eyes.
Secure - Your Data Stays Safe
We keep your info private and only share it with your permission. Top-notch encryption locks down your data, whether it’s moving or stored. SSL Labs gives our security an “A” grade, so you can trust us to protect what matters.
Our system has dozens of customization features to allow you to craft a Comprehensive Estate Plan, written by attorneys but customized by you to fit your needs.
No more waiting weeks for your completed Estate Plan documents! You can download your complete plan in a matter of minutes after you finish the interview.
Comprehensive Estate Plan
$1,695.00
-
Revocable Living Trust
-
Income Only Option​
-
A/B Trust Option
-
Spendthrift Provisions
-
IRA "Look-through"
-
Optional Sub-Trust for Children
-
-
Certificate of Trust
-
​Last Will & Testament
-
24/7 Account Access
-
Financial Power of Attorney
-
Healthcare Power of Attorney
-
Living Will
-
Advance Directives
-
Online Funding Kit
-
Unlimited Funding Letters
-
Online Document Vault*
-
Unlimited Updates & Changes*
-
Unlimited Restatements*
-
1st year account subscription included ($29.95 value)