profile_image

Estate Planning Software

Millions of People Prepare and File Taxes Online, Now Estate Planning Can Also be Done Online!

Our unique technology enables you to easily complete your attorney-drafted documents conveniently from the comfort of your home or office.
Plan now and protect what’s yours. Save your family unnecessary stress, expenses, and exposure. Secure your legacy today, and avoid probate.

Background placeholder

Easy: Built for You

We skip the legal jargon and explain everything in plain English. Our step-by-step process, with easy pop-up tips, makes estate planning simple—even if you have zero experience. Everything is built and customized just for you.

Fast: No More Waiting 

Depending on your unique situation, your plan could be completed in as little as an hour. Our smart technology builds your attorney-drafted documents as you go—no delays, no waiting. Just print when you're done.

Affordable

Our technology lowers costs by sharing top estate attorneys across thousands of users. Enjoy free updates with an active account—no fees for changes.

Flexible

Crafted by expert attorneys, our documents cover every family, asset, and legacy need—giving you full control over your plan.

Secure Your Legacy

Live stress-free, avoid probate, protect your assets, and give your family peace of mind.

Get Started Today

benefits

Personalized Plans Include

Revocable Living Trust.

The Revocable Living Trust puts you in full control—allowing you to manage, update, or cancel it anytime, assign successors, protect your children’s inheritance with custom sub-trusts, and control how and when assets are distributed.

Last Will & Testament “Pour Over Will”.

The “Pour-Over” Last Will works with your Revocable Living Trust to catch any assets not funded into the trust—ensuring nothing is left out. It also lets you name guardians for minor or dependent loved ones, though unfunded assets may still go through probate.

Living Will & Advanced Medical Directives.

The Living Will and Advanced Medical Directives let you choose how you want medical care handled if you’re terminally ill or unconscious—naming trusted agents to make decisions, access your records, and ensure your wishes are followed without delay or confusion.

Certificate of Trust.

A Certificate of Trust provides proof of your trust to banks or brokers without revealing private details–making asset transfers secure and confidential. It is also known as a trust certificate, certification of trust document, or memorandum of trust. It is an attestation of its existence and authority.

Durable HIPAA Statement.

The Durable HIPAA Statement grants an exception to the privacy restrictions of the HIPAA law to allow for personal information to be provided to the Agents you have appointed so they can make an informed decision regarding your medical care.

Durable Powers of Attorney.

Durable Powers of Attorney let you choose trusted agents to make financial and healthcare decisions if you’re incapacitated—avoiding court delays, protecting your privacy, and ensuring your wishes are followed without public involvement.

Asset Funding Kit.

The Comprehensive Asset Funding Kit helps you move your assets into your Trust to avoid probate. With step-by-step instructions, auto-generated letters, and 24/7 access, easily organize, fund, and update your trust anytime—no extra hassle.

Innovative Technology

Guides You Step by Step to Create Your Customized, Fully Funded Estate Plan.

Get Started Today

Features

Features Included

Maintain Your Property’s “Character”

Your property keeps its original ownership status—joint or separate—with asset schedules to help you classify each item.

 

Asset Accounting Ledgers help the Trustee (often the surviving spouse) track and assign assets to each sub-trust for clear record keeping.

Your estate plan grows with you—log in anytime to update your trust, add or remove beneficiaries, revise your funding kit, or restate your entire plan with no extra fees, as long as your account is active.

You can personalize your documents through a simple “check the box” to add or delete items from your document set.

Your password-protected account gives you 24/7 access to all documents, secured with SHA256/RSA 4096-bit encryption—protecting your data both in transit and at rest.

The Online Document Vault offers secure, 24/7 access to your important documents—making it easy for you, your family, or emergency workers to quickly find healthcare directives, medical info, and more, anytime and anywhere.

Comprehensive Asset Funding Kit

  • The Funding Kit provides detailed instructions on nearly every possible type of asset and how you can fund it into your Trust.

 

  • Transmittal Letters (for Funding, Retitling & Beneficiary Changes).

 

  • Our system will generate funding letters for each of your assets for you, just follow the guide.

 

  • Re-entitlement letters can be mailed to respective agencies (transfer agents) for transfer of title.

 

  • Beneficiary letters allow you to mail to respective agencies a change of beneficiary of your various assets.

 

  • There are other documents also included for other functions.

 

  • 24/7 access to the Comprehensive Funding Kit: The key is to get organized, and make a list of your assets. Don’t worry if you do not have everything ready at once. You can login at any time to continue the process and continue where you left off.

 

  • Keep your trust up-to-date at no additional charge. When new assets are sold or acquired; log back in to update your funding. Unlike other solutions there is no “change fees”, as long as your account is active you can log in and access all the features.

Get Started Today

Revocable Living Trust

  • The Revocable Living Trust is the centerpiece of your Estate Planning Portfolio.


  • The trust is completely under your control. As the name implies, your trust is fully revocable while you are alive. You may alter, amend (in whole or in part), or even revoke your trust at any time. You can transfer your assets back out of your trust just as easily as you can transfer your assets into your Trust.


  • If you have children (even grown kids) you have the option of creating a sub-trust to hold their assets until they reach a certain age or split distributions over time at three different ages. This prevents a potentially immature young adult from receiving a windfall that might cause more damage than good. You can even allow early withdrawal for educational expenses, first home, wedding or even a business.


  • You can even stipulate certain beneficiaries as “income only”, and prevent them from getting a “lump sum” distribution and allow them only to draw an income for education, maintenance and support.


  • The person who manages the Trust is called the Trustee (in most cases you are the Trustee initially). After your passing, the successor Trustee you appointed can manage and distribute assets to the beneficiaries of the Trust.

Get Started Today

Durable HIPAA Statement

This document allows a designated person (called the agent or personal representative) to:

  • Access and manage the patient’s Protected Health Information (PHI).
  • Make healthcare decisions on behalf of the patient if they become incapacitated.
 

This authorization is crucial because:

  • HIPAA regulations strictly limit who can access PHI.
  • Without proper authorization, even close family members may be denied access to essential medical information.
 

Including a HIPAA release in a DPOA ensures:

  • The agent can effectively coordinate care.
  • The agent has the legal right to receive and discuss the patient’s medical records with healthcare providers.
Get Started Today

Durable Powers of Attorney

  • “Durable” means that the appointment of the power will “endure” even after your incapacitation.
 
  • A Power of Attorney will give your appointed agent the power to make certain decisions on your behalf when you are unable to do so.
 
  • Durable Financial Power of Attorney
    Appoints someone you trust to manage finances for assets not in your Trust if you become legally incapacitated. This helps avoid costly court proceedings, protects your privacy, and ensures your chosen person—not the courts—handles your affairs.
 
  • Durable Power of Attorney for Healthcare
    Allows your chosen agent to make medical decisions if you’re unable to, including life support choices—guided by your Living Will.
 
  • Durable Agent Notice
    
A written notice confirming your agent has accepted the role and will carry out your instructions.
 
  • It is important that your agents for your Durable Power of Attorney for Healthcare are the same as your Living Will. (Both documents are included in your comprehensive estate plan.)
Get Started Today

Certificate of Trust

  • The Certificate of Trust is primarily for providing evidence to a transfer agent (brokers, bankers, account managers, etc.) about certain facts concerning your trust.

 

  • This document helps protect your privacy by not disclosing the full details of your trust when funding assets into your trust.


Get Started Today

Last Will & Testament “Pour Over Will”

  • The Last Will and Testament included in your document set is better described as a “Pour-Over Will”. It is used in conjunction with a Revocable Living Trust and its primary function is to convey everything you have forgotten to fund into the trust prior to your death (hence “pour-over”).

 

  • Please note that unless your remaining assets are minimal in value, all non-trust (un-funded) assets must go through probate first. So be sure to use the
Comprehensive Funding Kit to keep your asset funding up-to-date.

 

  • In addition you may appoint guardians for your minor or disabled adult dependents so you can be assured who will take custody.

Get Started Today

Living Will & Advanced Medical Directives

  • Living Will and Advanced Health Care Directives allow you to determine how you want medical care administered if you have a terminal illness or are in a comatose state.
 
  • If such a condition should happen to you, these instruments will serve to give notice to medical professionals your wishes (such as if you desire whether or not to be kept alive by artificial means).
 
  • Your Living Will agents are also considered to be the guardian of your person. In most cases, your Advanced Health Care Directive can take the place of a Living Will.
 
  • Many healthcare providers require a Durable Power of Attorney for Healthcare in conjunction with a Living Will to carry out the decrees of a Living Will. It is important that your agents for your Durable Power of Attorney for Healthcare are the same as your Living Will. (Both documents are included in your comprehensive estate plan.)
Get Started Today