Estate Planning at a High Level at an Affordable Cost
Estate planning helps record your wishes and organize important documents. We provide a guided document-preparation process, clear administrative steps, and practical funding checklists.
How It Works
From First Call to a Funded Plan
Most families finish in 7 to 20 days.
- 01
Free introductory call
We explain our available packages, document-preparation process, pricing, and the information you will be asked to provide.
- 02
Complete the guided questionnaire
You select a package and provide your information through a structured document-preparation workflow. Consult an attorney if you need help choosing a legal strategy.
- 03
Review and sign
You check names, dates, and other information for accuracy, then follow the provided signing, witnessing, and notarization instructions. Legal review is not included.
- 04
Fund the trust
We provide funding instructions and checklists for contacting financial institutions, recorders, and qualified professionals. Asset treatment and results depend on your circumstances.
An Organized Document-Preparation Process
From questionnaires to signing and funding checklists, each step helps you organize information and complete the documents included in your selected package.
Guided Documents
Prepare the wills, trusts, powers of attorney, and healthcare directives listed in your selected package.
Structured Technology
A guided software workflow helps collect your information and prepare documents consistently.
Transparent Pricing
Published package pricing for document-preparation tools and administrative support, with no hidden add-ons.
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.
- Execution Instructions: Signing and notarization information is provided; consult local counsel about legal requirements.
- Quick & Transparent: Clear process with no hidden steps or surprises.
Why a Funded Trust Matters
A trust generally affects only assets connected to it. We provide checklists for contacting institutions, reviewing beneficiary information, and coordinating deeds or other transfers with qualified professionals.
- 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 package fees. Clear steps. Organized document preparation with attorney review available separately if needed.
Most Popular
Value Protector Plan
A comprehensive document-preparation package for organizing your wishes, assets, and family information. 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
Document-preparation support for advanced trust structures. These matters often require a licensed attorney and other qualified professionals to evaluate your circumstances and recommend a strategy.
- Asset Protection Trust
- Privacy-Focused Trust Structures
- Information About Creditor & Liability Considerations
- Ownership-Organization Documents
- Attorney or Professional Coordination as Needed
Not Quite Ready? We've Got You Covered
Have questions about package features or the preparation process? Our team can explain what is included before you move forward — no pressure, no surprises.
Ask About the ProcessAnswers to Your Estate Planning Questions
Get clear, concise answers to the questions that matter most when planning your estate.