Complete My Estate Planning
Step 1: Create Essential Documents
Wills & Trusts
Starting at $500, create a new Will and Trust in under 20 minutes, or upload your existing documents.
Health Care Directive
Free with any Will or Trust, create a Medical Power of Attorney and Living Will in under 10 minutes.
Power of Attorney
Free with any Will or Trust, create a Power of Attorney tailored to your state laws in under 10 minutes.
Will-Based Estate Plan
Personalized, state-specific plan for your assets, children, medical care, and final arrangements.
$500
1 year updates included
Documents included:
✔️ Last Will & Testament
✔️ HIPAA Authorization
✔️ Living Will
✔️ Power of Attorney
Trust-Based Estate Plan
All of the coverage of a Will, plus the benefit of avoiding probate to reduce family burden.
$1,200
1 year updates included
Documents included:
✔️ Revocable Living Trust
✔️ Schedule of Assets
✔️ Pour Over Will
✔️ HIPAA Authorization
✔️ Living Will
✔️ Power of Attorney
✔️ Certification of Trust
Step 2: Organize Important Estate Information
In addition to essential legal documents, it's critical to organize important estate information making it easy for your family to handle your affairs with confidence and peace of mind. Below are some of the areas we help you organize and share with a trusted individual...
In the Home section of your Legacy Portal you can add a letter to your family and in the Legacy section you can upload a video message that can provide your thoughts and wishes for future generations.
