Answer a few simple questions. Licensed attorneys prepare your documents. You receive your complete plan — digital and a professionally bound binder. No legal jargon, no office visits.
Or talk to Nicole right here on screen — just press play above.
On screen or by phone, Nicole walks you through your family, your assets, and your wishes — in plain English, at your pace.
A licensed estate planning attorney in your state drafts your documents. Real attorneys, real documents — never templates.
Your complete estate plan arrives digitally and as a professionally bound binder — with a year of free updates included.
The right foundation for your situation — so your wishes are followed and probate is avoided.
Financial and healthcare — so the people you trust can act for you if you can't.
Your medical wishes, clearly documented and legally sound.
Guidance to fund your trust correctly, plus digital access and a bound binder.
Every plan is prepared with licensed attorney oversight and tailored to your family — not pulled from a generic template. Your advisor stays with you through the whole process.