Attorney led plans, done for you.
For those with complex estates or who simply want everything off their plates. We'll match you with a licensed specialist who's handled cases like yours before.
Attorney Led Plan
Three ways to plan.
Do it yourself, do it with an attorney's guidance, or let an attorney do it for you. Whatever level of support you want, there's a plan built for it.
Starting at $199
Build your state-specific will or trust online, with an experience designed to make each decision easy.
- Protect your familyName guardians for your children and pets
- Decide what happensChoose who receives your money and property
- Go at your paceComplete your plan online, on your schedule
Starting at $499
Everything in the self-guided plan, plus attorney support (you'll add this option at checkout).
- Everything self-guided offersBuild your plan online, at your pace
- Live attorney accessSchedule time with a licensed estate attorney
- Answers along the wayGet your questions addressed before you finalize
Custom pricing
For a full hand-holding experience, match with a licensed attorney who builds the plan for you.
- Attorney matchingMatched with a vetted, licensed estate attorney
- Tailored to your situationA plan shaped to your specific needs
- Ongoing supportAttorney access and trust administration as your needs change
Common reasons people choose full attorney guidance.
You don't need to know any legal terminology. If any of this sounds like you, an Attorney Led Plan can make sure you have the right documents in place.
Founder or private-company equity
I own startup or private-company shares, or a transaction may be coming.
Estate and tax planning
I have significant or appreciating assets and want to explore wealth-transfer strategies.
A loved one with special needs
I want to provide support while protecting eligibility for public benefits.
Business ownership and succession
I need a plan for ownership, leadership, or continuity.
A complex or blended family
I want more control over who inherits, when, and how.
Or just want an attorney's help
I don't need a complex plan—I just want an attorney to handle it for me.
How it works
From uncertainty to a plan built for your life.
1
Confirm it's the right fit
Our Will or Trust Plan fits most families. Attorney Led is for complex estates, or if you'd rather an attorney handle everything.
2
Tell us about your situation
Create your account and answer a few questions about your family, assets, and goals so we can find the right attorney for you.
3
Get matched with an attorney
We review your answers and match you with a vetted attorney from our network. Expect to hear from them within 2 to 3 days.
4
Finalize your custom plan
A free consultation confirms the fit and pricing. From there, your attorney drafts and helps execute your custom plan.
Planning that doesn't stop at paperwork.
Some services stop after showing you what a strategy could look like. An Attorney Led Plan connects the planning, legal creation, document storage, and long-term trust-administration experience.
Support when it's needed most.
Settling a trust can take over 100 hours during an already difficult time. Our Trust Company can step in as a neutral, professional trustee—managing the details so your loved ones don't have to.
- Professional administration & consistent execution
- Coordination with attorneys, tax, and financial professionals
- A neutral resource for beneficiaries and loved ones.
