Estate planning made easy.

Special offer for credit union members: get 20% off any estate plan.

Which plan is right for you?

Credit union member discount automatically applied at checkout. Need help deciding? Take our quiz here.

  • Green background icon of couple with house


    Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.



    (20% off)

  • Couple riding bicycles


    A plan for who will look after your children, what should happen to your assets and how you’d like to be cared for, when you need it.



    (20% off)

How it works

We're the smart, modern way to create, manage, & update your estate plan online.

  • 1

    Choose your plan

    Pick the plan that's right for you. Your 20% discount will be automatically applied toward the plan you choose.

  • 2

    Answer a few simple questions.

    You will be guided through our step-by-step process to complete your documents. Your answers will save as you go, and our member support team is always standing by to help if needed. 

  • 3

    Instantly download your documents

    Your 20% off discount will be automatically applied at checkout toward the plan of your choice, then download your documents on your computer or request shipment.

  • 4

    Sign and notarize at your convenience.

    Finalize your documents and make them legally binding with your signature and a notary. 

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Your dedicated support team.

Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.

We’re available:
• Monday-Friday 7am-5pm PT
• Saturday 7am-2pm PT

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