The Quiet Work That Protects Everything
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.
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.
- State-Specific Documents: Fully compliant for your location.
- Quick & Transparent: Clear process with no hidden steps or surprises.
SWORD AND SHIELD
Estate Planning
Simple, Clear, Complete Estate Planning
No hidden fees. No confusion. Everything your family needs, organized and legally sound.
Guardian Plan
Everything you need to make sure your wishes are followed and your estate is fully prepared.
- Nomination of Guardian
- Wills – Guardianship
- Powers of Attorney
- Healthcare Directives
Most Popular
Protector Plan
A full-spectrum estate plan designed to protect your family, your assets, and your legacy.
- Everything in Guardian Plan, plus:
- Funded Revocable Living Trust
- 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
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.