What You’ll Need To Get Started
Essential Estate Document Preparation
- Names
- Dates of birth for your spouse and children
- Current addresses
- Phone numbers
- Optional: email addresses for anyone you choose to include
If you’re planning to leave a specific gift to a charity, you’ll also need the charity name, local chapter (if applicable,) and mailing address.
How It Works
Create your secure account and answer a few simple questions to get started.
Explore Our Will & Trust Plans
Choose the Estate Plan that Fits Your Life, Your Family, and Your Future
Ideal for individuals and couples who want essential estate planning documents in place.
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Last Will & Testament
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Power of Attorney
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Healthcare Proxy
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HIPAA Authorization
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Final Disposition
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Guardianship Documents
Optional testamentary special needs trust – add a layer of protection for your loved ones.
Optional testamentary special needs trust – add a layer of protection for your loved ones.
A more comprehensive plan designed to help avoid probate and provide peace of mind.
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Revocable Trust
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Declaration of Trust
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Certification of Trust
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Assignment of Personal Property
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Pour-Over Will
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Power of Attorney
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Healthcare Proxy
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HIPAA Authorization
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Final Disposition
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Memorandum of Instruction
Notary Services Made Simple
We’ll Help You Get Notarized, Stress‑Free
Once your documents arrive, we guide you through exactly how to complete your signatures so your plan becomes legally binding.
E‑Notarization Available as an Add‑On
If available in your state, you can choose online notarization for an additional fee and complete everything from home.
Not in an E‑Notary State? We’ve Got You
If online notarization isn’t available in your state, we’ll guide you through local notarization and proper signing steps.
Clear, Step‑by‑Step Signing Instructions
Every package includes clear guidance so you know who needs to sign and how to properly finalize your documents.
We Have Your Back
Update Your Plan Anytime
As life changes, so can your documents. Marriage, children,
new assets — simply log in and make updates whenever you need.
Access Your Important Documents Anywhere
Your estate plan is always within reach. View, download, or share your documents securely from any device.
Guided Support Through Every Stage
Whether you’re making a small update or reviewing your entire plan, our platform walks you through each step with clear, simple guidance.
Real People Ready to Help
Have questions? Need clarity? Our support team is here to make sure you feel confident and cared for at every turn.