Your advisor gave you 10% off your Estate Plan.

Your advisor wants you to have a brighter future and a protected legacy. Get 10% off the plan that’s right for you.
How It Works

Create your Estate Plan in minutes. Update anytime.

Answer a few simple questions.

Decide what's right for you & your family with options you can customize to your specific needs.

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Instantly review & sign your documents.

As soon as you complete your payment you can instantly download, review & sign your documents.

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Update anytime.

Things change, we get it. You can come back and make simple updates, anytime.

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A Complete Estate Plan

Your clients can choose the plan that is right for their needs.

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Trust Based Estate Plan
$399 $359 (10% off)

Avoid probate with a complete plan for the protection and transfer of your most important assets.

Includes state-specific docs:

  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
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Will Based Estate Plan
$89 $80 (10% off)

A plan for who will look after your children and what should happen to your assets, if something happens.

Includes state-specific docs:

  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
Couple in front of home icon
Trust Based Estate Plan
$499 $449 (10% off)

Avoid probate with a complete plan for the protection and transfer of your most important assets.

Includes state-specific docs:

  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Revocable Living Trust
  • Schedule of Assets
  • Pour Over Will
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
Couple riding bicycles icon
Will Based Estate Plan
$159 $143 (10% off)

A plan for who will look after your children and what should happen to your assets, if something happens.

Includes state-specific docs:

  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
  • Last Will & Testament
  • HIPAA Authorization
  • Living Will
  • Power of Attorney
Your Estate Plan

Complete, legally valid documents, or your money back.

All of our documents have been designed and vetted by attorneys with decades of estate planning experience. If you are dissatisfied with your completed documents contact us within 30 days of your purchase for a full refund.
Your final wishes for your possessions, dependents, and arrangements.
Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated
Authorizes trusted individuals to receive your protected health information for specified purposes.
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

Included

1 year Unlimited Update Service Included

Your Estate Plan is something you should have direct access to and be able to update at anytime. It shouldn’t require an appointment and a high hourly rate to make a simple update.

Access & edit your documents anytime.
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Built by lawyers created by you.

All of your documents have been built by an experienced legal team.

30-day money back guarantee.

If you are dissatisfied with your completed documents, we’ll refund your purchase.

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Our expert team of real humans are standing by from 8am – 5pm PST, M – F and SUN 9am - 1pm PST, we respond ASAP.