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Our Plans
Simple Will Plan
Custom Will Plan
Living Trust Plan
*This plan also includes a free 90 day subscription to update your documents.
Benefits
- Designate heirs
- Select Executor
- Choose Guardian
- Select financial power of attorney
- Appoint health care agent
- State end-of-life choices
*This plan also includes a free year subscription to update your documents.
Benefits
- Everything in Simple Will +
- Provide for specific assets
- Avoid the "all at once" inheritance
- Divorce-proof children's inheritance
- Reduce estate disputes
- Provide for pets
- Support favorite charity
- Secure transfer for crypto
*This plan also includes a free year subscription to update your documents.
Benefits
- Everything in Custom Will Plan +
- Reduce probate legal expenses
- Reduce estate settlement delays
- Reduce estate disputes
- Trust assets avoid probate
- Trust settled without court involvement
- Keep estate details private
Plan Summary
For those with simple estate needs. Designate heirs, name an executor, and appoint a guardian for minor children.
Customize your will by designating where specific assets go, leaving your remaining estate in proportions to different people, customizing provisions in your will to prevent lump-sum distributions, and providing for your pets and favorite charity.
Maximize protection of your estate by avoiding probate. Get everything included in the Custom Will Plan, plus designate a successor trustee to distribute your assets without government interference.
Legal Documents
Plan Benefits
Maintenance Benefits
