The Quiet Work That Protects Everything

Estate planning ensures your assets, decisions, and loved ones are protected. Without a plan, your state decides who inherits, how assets are distributed, and how long probate takes. A proper plan avoids delays, reduces disputes, and preserves your family’s legacy.

There are three options:

1. Do nothing. Your state decides who gets what. Probate can drag on, legal fees consume 5–10% of the estate, and disagreements can lead to costly lawsuits.

2. Last Will & Testament. You choose beneficiaries, but the will still goes through probate. Accounts can be frozen, and challenges from heirs are common. Fees typically range from 3–7%.

3. Trust. Assets transfer directly to heirs, quietly and quickly, with lower costs (2–5%). A well-drafted trust minimizes disputes and protects privacy, though poorly executed trusts can still face challenges.

Bottom line: Doing nothing is risky, a will reduces risk but doesn’t eliminate it, and a properly funded trust provides the most control and protection.

For basic planning, our software guides you through everything—wills, powers of attorney, and healthcare directives—without an attorney. For complex assets or specialized trusts, consulting an attorney is recommended to avoid pitfalls.

Depending on your situation, a plan may include:

• Revocable Living Trust (if needed)

• Last Will & Testament

• Powers of Attorney

• Healthcare Directives / Living Wills

• Guardianship Designations for minor children

Our platform provides professional-quality, state-specific estate planning documents at a fraction of the cost of hiring an attorney. You pay only for the software and guidance—no unnecessary legal fees, no surprises.

Absolutely. Life changes—new children, marriage, relocation, or major life events. Your estate plan should evolve too, and our system makes updates fast, easy, and affordable.

• Complete a short, guided interview about your assets, heirs, and wishes.

• Our software generates tailored, state-specific documents.

• Review, finalize, and execute your documents—your plan is ready to protect what matters most.

You have two easy options:

1. Order a Plan Online: Choose the package that fits your needs and complete your estate plan step by step. Everything is state-specific, clear, and ready to protect your legacy.

2. Contact Us for Questions: Not sure which plan is right or want guidance before starting? Our team is available to answer questions and help you select the best solution for your family and assets.

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