"Next-Generation Estate

Planning For Modern Lives"

Millions prepare & file taxes online, now you can prepare your estate too...

Estate Planning for everyone... Made Affordable, Fast & Easy

People have been doing their taxes with software at home for decades. We took this idea and applied it to an equally complex area, creating an Revocable Living Trust and Estate Plan.

We have eliminated the expense, time, and complexity out of the process. A simple interview asking you questions in plain English allows our system to tailor your plan to your needs.

Custom tailored to all 50 states.

****So easy you can do it yourself. But you don't have to. Your plan comes with the help of a personal concierge that will walk you through the software, every step of the way, giving expert guidance. Ensuring you have full understanding of how to prepare your plan.

Our Software is designed and used by Expert Estate Planning Attorneys.

Revolutionary Technology:

Guides you step by step to create your customized estate plan.

We combined a team of technology experts with Expert Estate Planning attorneys to create a new technology to bring Comprehensive Estate Plans to everyone.

Thousands of hours went into the creation of these documents and the software platform to make it so easy, anyone can do it.

Documents written by expert estate planning attorneys customized to fit your needs. Our attorneys have worked tirelessly to make sure these documents are compliant in all 50 states. So you can have a comprehensive estate plan, and know that it was done right!

What others are saying

Ease of Use:

Built for you & me

"We hate "legalese". It is an un-needed barrier between you and your plan. We work in plain English, just like you! Follow a simple step by step interview with "pop-up help" to explain specific terms unique to estate planning. You don't need any experience to build a plan customized to you!

Fast Turnaround:

No more waiting

You could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions. You can print your completed plan as soon as you finish the interview, no waiting!

Affordability:

Our technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.

Flexibility:

Our documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.

"Peace of mind is finally affordable!"

"Protect your family, your assets, and your peace of mind with a comprehensive estate plan."

Trust

A Comprehensive Estate Plan has a Revocable Living Trust at its core. A trust allows you to maintain control over your assets during your life and pass them on exactly as you wish. A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and in some situations help maximize tax savings.

Privacy

Privacy for you and your family is important. Most people do not know that a simple Last Will and Testament leaves you exposed. Every asset becomes public record. This complete loss of privacy often attracts unwanted attention from outsiders when families are already dealing with the loss of a loved one. With a funded Trust, you not only keep control, you keep everything private.

Security

Your information is important to us. We never share your data unless you authorize it. All communications utilize SHA256/RSA 4096bit keyed SSL encryption, all data is encrypted in transit and at rest with sensitive data encrypted at 4096 bits. Independent analysis by SSL labs has given our security an "A" rating..

do you need a trust or a will ?

Find out for Free Today!

Wills are simpler and less expensive to set up but go through probate, which can be time-consuming and public.

On the other hand, someone might need a trust if wish to avoid probate, want to manage or protect assets during their lifetime, or set up specific conditions for asset distribution. Trusts offer more control, privacy, and can provide tax benefits but are typically more costly to establish and maintain.

Take the quiz

WALL STREET JOURNAL SMART MONEY MAGAZINE, JANUARY 2012.

"If you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan

-- even if taxes are not an issue. "

If you don't have a plan,

The government does... (and it will cost you.)

The government has a "one-size-fits-all" plan they will impose for you.

TOP DRAWBACKS TO PROBATE

Time-Consuming Process:

Probate can take several months to years to complete, delaying the distribution of assets to beneficiaries. This prolonged process can be stressful for heirs who may need access to funds or property immediately.

Emotional Stress on Loved Ones:

The probate process can be emotionally taxing for grieving family members. Dealing with legal proceedings and paperwork while coping with the loss of a loved one can add significant stress and emotional strain.

Costly Expenses:

Probate involves various fees, including court costs, attorney fees, and executor fees. These expenses can significantly reduce the value of the estate that is ultimately passed on to the beneficiaries.

Asset Freezing:

During probate, assets may be temporarily frozen until the court grants permission for their distribution. This can cause financial hardship for beneficiaries who might need immediate access to funds for living expenses, debts, or other urgent needs.

Public Exposure:

Probate proceedings are a matter of public record, meaning details about the estate, its assets, and the beneficiaries become accessible to the public. This lack of privacy can lead to unwanted attention or disputes.

Limited Control:

During probate, the court oversees the distribution of assets according to the will or state law if there is no will. This limits the control the deceased had over how their estate is managed, potentially leading to outcomes that do not align with their wishes.