Peace of mind in every plan.
Create your Will or Trust online in minutes. Starting at $595, with 1 year of updates included and coordinated tax strategy from TSG Strategies.
Guided online document creation · Bank-level security · Attorney-drafted templates
Let's focus on what matters
Build the core documents your family may need, without turning the process into a second job.
Wills & Trusts
Create a new Will or Trust through a guided process built for clarity, confidence, and simplicity.
Get startedHealth Care Directive
Document your medical wishes so your family is not forced to guess during a stressful moment.
Create directivePower of Attorney
Choose who can help manage important financial and legal matters if you are unable to do so.
Appoint agentChoose your estate plan
Start with the plan that fits your family today. Keep your documents organized and easy to update as life evolves.
Will-Based Estate Plan
Personalized planning for your assets, children, medical care, and final arrangements.
Documents included:
- Last Will & Testament
- HIPAA Authorization
- Living Will
- Power of Attorney
Trust-Based Estate Plan
All the coverage of a Will, plus added structure to avoid probate and protect family privacy.
Documents included:
- Revocable Living Trust
- Schedule of Assets
- Pour-Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
Legacy Planning + Tax Advisory
Creating a Will or Trust is an important first step. True legacy planning goes further — coordinating your estate documents, tax planning, wealth organization, beneficiary designations, and long-term family goals into one connected strategy.
Plan today and avoid headaches tomorrow
A little organization now can save your family time, stress, and unnecessary confusion later.
Hours an executor or trustee may spend cleaning up an unorganized estate.
Of families experience conflict when planning and communication are unclear.
Now, let's get organized
Estate planning is easier when your documents, accounts, and instructions are not scattered everywhere like a financial junk drawer.
Personal
Family, personal history, and wishes to pass along.
Legal
Estate documents, business documents, and succession plans.
Financial
Assets, debts, accounts, and key financial records.
Insurance
Life, home, auto, health policies, and beneficiaries.
Taxes
Tax returns and supporting records your family may need.
Property
Vehicles, real estate, and important personal property.
Digital
Social media, cloud storage, photos, passwords, and accounts.
Ready
Everything organized for the people who will step in.
Common questions about legacy planning
No. This is a guided estate document creation and organization platform designed for individuals and families who want a practical, streamlined way to create foundational estate planning documents. You should consult an estate attorney if your situation involves Medicaid planning, contested family dynamics, special needs trusts, complex business succession, or significant creditor protection concerns.
Many clients complete the guided process in under 20 minutes. The actual time depends on how prepared you are with family names, beneficiary choices, asset information, and the trusted people you name for important roles.
The Will-Based Plan ($595) includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. The Trust-Based Plan ($1,295) includes a Revocable Living Trust, Schedule of Assets, Pour-Over Will, HIPAA Authorization, Living Will, Power of Attorney, and Certification of Trust.
Yes. Both plans include 1 year of updates so you can easily adjust documents as life changes — such as marriage, divorce, a new child, buying a home, moving, or changing decision-makers.
Legacy Planning coordinates your estate documents, tax planning, financial accounts, beneficiary designations, and family goals into one connected strategy. Documents without tax coordination or asset alignment often create the probate delays and surprise taxes they were intended to prevent.
A Will directs how assets are distributed after death and names guardians for minor children, but it typically goes through probate court. A Revocable Living Trust manages assets both during life and after death, keeps affairs private, and can help your family avoid probate entirely when funded properly.
Trust comes standard.
Start your estate plan today and make things easier for the people you care about.