The process
How It Works
Create your plan in three steps. When life changes, we guide you through what to update.
Create your account
Start your 10-day trial and begin building right away.
Answer questions and review
Our step-by-step guide walks you through each section. You answer questions about your family, assets, and wishes. Review each document before finalizing.
Download and sign
Download your documents and follow the instructions for signing and notarization. Requirements are included for your state.
When life changes
Marriage, a new child, a move, divorce, or another milestone can affect your estate plan. Instead of opening each document and guessing what to edit, you tell us the life event. We walk you through exactly what needs to change across all six documents—so you don’t miss anything. Your subscription includes unlimited updates and these guided life-event workflows.
What you get
Clear, guided process
A clear, guided process walks you through each section so you can complete your plan with confidence. Save and return anytime.
Your information is secure
Your data is encrypted and protected. We never sell or share your personal information.
Guided updates when life changes
You tell us the event—marriage, child, move, divorce, or another milestone. We walk you through what to change across your documents so nothing is missed.
Free for 10 days — cancel anytime before you're charged
Get started
Ready to Get Started?
Build your plan free. $149 to finalize — includes your first year. $19/year auto-renews after year 1. Cancel anytime. You keep your documents forever, even if you cancel.
Free for 10 days — cancel anytime before you're charged