Estate Planning at a High Level at an Affordable Cost
Estate planning is how you protect your family, your assets, and your decisions. We make sure your plan is clear, enforceable, and built to hold up in the real world.
How It Works
From First Call to a Funded Plan
Most families finish in 7 to 20 days.
- 01
Free strategy call
We review your family, assets, and goals, then identify which documents your state actually requires and what a plan should cost.
- 02
Design your plan
You choose the structure — a trust-based plan or targeted asset protection — and we draft state-specific documents using attorney-grade software.
- 03
Review and sign
We walk through every document with you, make revisions, then guide you through signing, witnessing, and notarization requirements for your state.
- 04
Fund the trust
We help retitle real estate, accounts, and business interests into the trust and update beneficiary designations, so the plan actually avoids probate.
Planning That Works When It Counts
From critical documents to risk protection, every step is designed to prevent chaos, preserve your wealth, and secure your peace of mind.
Tailored Documents
Wills, trusts, powers of attorney, and healthcare directives designed for your state and situation.
Expert-Backed Technology
Our software mirrors the tools used by top estate planning attorneys, ensuring accuracy and compliance.
Value Without Compromise
Premium protection and planning at a fraction of traditional costs—without sacrificing quality.
From Planning to Protection: Your Estate, Secured
Every step of your estate plan is designed to protect your family, your assets, and your legacy.
- Comprehensive Coverage: Everything from Wills and Trusts to Powers of Attorney.
- Health Care Directive: Make your medical wishes known and name someone you trust to carry them out.
- State-Specific Documents: Fully compliant for your location.
- Quick & Transparent: Clear process with no hidden steps or surprises.
Why a Funded Trust Matters
A trust only works if your assets are actually moved into it. We guide you through retitling accounts, updating beneficiaries, and recording real estate so your plan avoids probate and performs when your family needs it.
- Real estate deed transfers and recordings
- Account and beneficiary updates
- Business interest assignments
- Funding checklist and final instructions
Simple, Clear, Complete Estate Planning
No hidden fees. No confusion. Everything your family needs, organized and legally sound.
Most Popular
Value Protector Plan
A full-spectrum estate plan designed to protect your family, your assets, and your legacy. Documents delivered in hard copy only.
- Funded Revocable Living Trust
- Powers of Attorney
- Healthcare Directives
- Nomination of Guardian
- Guardianship Papers for Minor Children
- Pour-over Will
- Certification of Trust
- Declaration of Trust
- Marital Property Agreement
- Assignment & Distribution of Personal Property
- Assignment of Business Interests
- Final Instructions
- Funding Instructions
- Trust Funding Process & Checklist
- Hard Copy Document Delivery Only
Most Popular
Protector Plan Plus
Everything in the Value Protector Plan, plus guided signing, notarization, hard-copy and electronic delivery, and a secure Document Vault.
- Funded Revocable Living Trust
- Powers of Attorney
- Healthcare Directives
- Nomination of Guardian
- Guardianship Papers for Minor Children
- Pour-over Will
- Certification of Trust
- Declaration of Trust
- Marital Property Agreement
- Assignment & Distribution of Personal Property
- Assignment of Business Interests
- Final Instructions
- Funding Instructions
- Trust Funding Process & Checklist
- Online Signing and Notarization
- Documents Delivered in Hard Copy and Electronically
- Document Vault — 1st Year Included, $25/Year After
Asset, Protection, or Privacy Trust
Advanced trust structures designed to shield assets, preserve privacy, and protect your legacy from creditors, lawsuits, and unnecessary exposure, which often involves working with an attorney.
- Asset Protection Trust
- Privacy-Focused Trust Structures
- Creditor & Liability Shielding
- Strategic Ownership Planning
- Custom-Tailored to Your Situation
Not Quite Ready? We've Got You Covered
Have questions about your estate plan or which package fits your needs? Our team is here to provide clarity and guidance before you move forward — no pressure, no surprises.
Get GuidanceAnswers to Your Estate Planning Questions
Get clear, concise answers to the questions that matter most when planning your estate.