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Custom Will Plan

Decide who receives your belongings and when they will receive them with increased customization and protection.

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Starting at $149

*Updates are free for your first year. An annual maintenance fee of $29 is applied after the first year.

Get your free estate planning checklist!
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Don't Miss Out!! 10% Off Valid Through February.
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Plan Overview

The Custom Will Plan is our most common plan. In addition to everything the Simple Will Plan offers, you can leave specific assets, money, or personal items to beneficiaries, customize what percentage of your estate goes to each beneficiary, decide how and when they receive their inheritance and provide for pets and charities.

Key Benefits

Provide for specific
assets

Leave property, personal items, vehicles, or sums of money to specific individuals.

Avoid the "all at once" inheritance

Particular beneficiaries may be better off receiving their inheritance in allocations over time instead of a lump sum all at once.

Divorce-proof your children’s inheritance

Leave your children’s inheritance to a trust so that it does not get mixed up with their other marital property.

Notify your advocates

With our enhanced sharing capabilities, you can selectively notify your advocates, beneficiaries, and observers about your estate plan.

Document Checklist

Custom Last Will & Testament

Personalize your Will with testamentary trusts for your spouse, children, or other beneficiaries, provide for pets and charities.

General Durable Power of Attorney

Document who you want to handle your money and property when you become incapable.

Health Care Power of Attorney

Make it easy for those you select to make medical decisions on your behalf when you are unable.

Living Will

Make your wishes known so that loved ones do not have to make end-of-life decisions on your behalf.

HIPAA Authorization

Make it easy for those you choose to get access to your medical information.

The finer details

When I can’t

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Estate Planning Program

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Estate Services

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Why MyAdvocate?

Easy To Use

Step-by-step guidance 

Clarity of estate terminology

Share with those you choose

As Custom As You Want

Ability to customize distributions

Guardian for minors

Unlimited back-up choices

Support & Education

MyAdvocate help guide

Always available Learn Center

Update anytime

Learn more

View our other plans

Check out our pricing page to get a side-by-side view of plan options and benefits. Take the assessment to find the right plan for you.

View plans

Review our other plans

Custom Will

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Living Trust

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Not sure what's best for you?

Life is unpredictable; don’t delay protecting your loved ones.
Take our research-backed assessment to find the right plan for you.

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